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Boutique financial consulting and education for purpose driven business owners

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Sharpen your numbers.

Sketch your success.

Whether you're laying the financial foundation or sketching your next big move, we offer grounded guidance and forward momentum—so your vision isn’t just possible, it’s profitable.

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Core Service Offerings

At Pencil & Profit, we help business owners transform financial overwhelm into clarity and control.

 The Sketch Pad

QBO training and support tailored to your workflow

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  • hands-on owners who want to organize their books, understand QuickBooks, and build smart financial habits—with guidance, not guesswork.

  • Our signature service for those that have outgrown their DIY systems but aren’t ready to hand everything off. You’ll work side-by-side with a CPA who gets your creative brain, simplifies the technical stuff, and teaches you what you actually need to know.

    You’ll walk away with:

    • A cleaned-up QuickBooks file you can trust

    • Clear, repeatable systems for managing your books

    • A solid understanding of your finances—even if you’ve “never been a numbers person”

    • Peace of mind that your business is finally on solid financial footing

    • Smart automations, strong core habits and “what not to touch” tips

The Outline Review

A foundational offer for clean books and ongoing insight

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  • for businesses that want their books handled behind the scenes—with expert care, clean systems, and just right strategic input.

    • QuickBooks Online Setup or Deep Clean (customized chart of accounts, reconciliation catch up, process improvements, data import)

    • Ongoing reviews of financial health (monthly, quarterly, semiannual, or annual)

    • Strategy notes + simple action plans

    • Insight-rich reports

Not sure which one is right for you? Take our service match quiz!

 The Portfolio Plan

Comprehensive CFO Style consulting

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  • for visionary business owners who need focused, ongoing financial insight—and a thinking partner who speaks both numbers and nuance

  • A premium, fully customized engagement designed to meet your goals and ease your growing pains. 


    May include:

    • Financial reporting & profitability analysis

    • Strategic tax planning + return preparation

    • Systems design & automation mapping

    • On-demand data dives for informed decision making

Let’s sketch your next move.

Book a free consultation now
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Meet the MFA CPA

Keisha Calderon

Hi, I’m Keisha. I started Pencil & Profit to help purpose-driven business owners tackle their financial roadblocks and create foundational systems to meet their goals.

  • Certified Public Accountant - licensed in Louisiana and Florida

  • MFA in Dance from Florida State University — creativity and discipline are in my DNA

  • Certified QuickBooks ProAdvisor — fluent in setup, clean-up, and helping it all make sense

  • 5+ years as a C-suite financial advisor for multi-million dollar budgets

  • 10+ years as an educator - Charter schools, enrichment programs, performing arts studios

  • Mom of two - #boymom

  • Committed to a lifelong journey of making work both meaningful and fun

Contact Us

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