Accounting & Bookkeeping Services in Lexington, KYYear-round bookkeeping, reconciliations, and financial reporting to help you stay organized and focused on running your business. We also provide tax services, payroll support, and business advisory services. Accounting services that keep your business on track At Roberts CPA, we know small business owners already have enough on their plate. Accurate, up-to-date books help you make better decisions, stay ready for tax season, and understand how your business is performing throughout the year. Our team provides responsive, personalized support backed by the strength of a national network. Whether you need dependable monthly bookkeeping or clearer financial insight while planning for growth, we’re here to help. Why work with Roberts CPA?
Service matched to your business
Year-round support
Accuracy and organization
Flexible service Our accounting servicesAvailable for businesses in Lexington, Georgetown, Nicholasville, Richmond, and nearby Central Kentucky communities. 
Monthly bookkeeping Stay on top of your finances year-round with accurate tracking of income and expenses. Monthly bookkeeping helps you reduce surprises, spot trends earlier, and stay prepared for everything from tax filings to future business decisions. 
Financial statement preparation Make informed decisions with timely balance sheets, income statements, and cash flow reports. We help turn your numbers into useful information so you can better understand where your business stands and what may need attention next. 
Bank and credit card reconciliations Make sure your books reflect your actual transactions. Reconciliations help catch errors, reduce confusion, and give you more confidence in the accuracy of your financial records. 
Accounts payable & receivable tracking Stay on top of what your business owes and what it is owed. We help you manage incoming and outgoing payments so cash flow stays steadier, deadlines are easier to meet, and vendor and client relationships stay on track. 
Cash flow management Know where your money is going and plan more confidently for what is ahead. Healthy cash flow helps keep your business running smoothly, and our team can help you prioritize expenses, prepare for fluctuations, and support better day-to-day decisions. Ready to get started? Learn how to choose the right accountant Running a business means balancing tax planning, payroll, bookkeeping, and financial reporting—and it can get overwhelming fast. That’s why working with a reliable accountant matters. This guide can help you think through what to look for when choosing accounting support for your business. Accounting FAQs
Doing your own bookkeeping means you're responsible for accuracy, compliance, and staying on top of categorizations. With our services, a trained accountant handles this, which means fewer mistakes, better organization, and peace of mind. Plus, you get someone reviewing your numbers every month and identifying issues before they become problems.
Absolutely. Many clients start with Bronze and move to Silver once they see the value. As your business grows or as you decide you want more strategic input, upgrading is seamless.
Absolutely. When we handle your bookkeeping and financial reporting, you're no longer spending hours sorting receipts, reconciling accounts, or trying to understand where your money went. You get organized numbers every month without lifting a finger. That's time back in your business doing what actually generates revenue.
Monthly accounting services typically include bookkeeping (recording and categorizing transactions), monthly financial statement preparation, bank and credit card reconciliations, and accounts payable management. However, the depth and frequency of these services differs across your tiers. Your Bronze might include quarterly financial reviews, Silver could include monthly reviews, and Gold could include monthly reviews plus advisory analysis.
Our three-tiered approach gives you choice and control. You're not locked into one-size-fits-all pricing. Different businesses are at different stages and have different needs. These packages let you pick the level of service and support that matches where you are right now, and you can always upgrade later as your business grows.
The core deliverable might be similar, but what changes is support, frequency, and depth. Gold includes monthly strategy calls and unlimited access to our team. Bronze is more straightforward. You're paying for the level of partnership and guidance you want, not just the basic work.
This depends on your package tier. Bronze clients typically receive quarterly check-ins, Silver clients get monthly access for questions, and Gold clients have unlimited access to discuss their numbers and strategy. The more involved you want to be in understanding your financials, the higher tier you'd want.
Not always. Bronze is designed for clients who want straightforward, reliable service with defined boundaries. But if you're serious about using your accounting as a tool to grow your business, Silver or Gold typically deliver better ROI because you get more insight, more guidance, and faster answers when you need them.
That's totally normal. During our discovery conversation, we'll talk about your specific situation and may blend elements from different tiers to create something that works for you. The tiers are a framework, not a cage.
That's actually a great question for our discovery call. Based on your situation, we can customize a package that makes sense for you. Some of our packages are built with flexibility in mind, and we may blend elements from different tiers to fit your unique needs.
Absolutely. Many clients start with Bronze and move to Silver once they see the value. As your business grows or as you decide you want more strategic input, upgrading is seamless.
Yes. You can start with Bronze and move to Silver or Gold as your business grows or as you decide you want more strategic input. It's seamless, and many clients do this once they see the value of having better access to their numbers and more frequent guidance.
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Accounting
Frequently asked questions
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.