Meet KB2: Expert Small Business Bookkeeping Services

KB2 Bookkeeping & Tax specializes in small business bookkeeping and tax solutions that simplify your finances and empower your growth. Our team provides expert support tailored to your needs, helping you navigate the complexities of financial management with ease. Whether you need help with organizing your books, tax preparation, or payroll services, we are here to ensure your business thrives. Let us handle the numbers so you can focus on your goals. Schedule your consultation today to experience stress-free small business bookkeeping.

Our Vision

Our vision is to transform the way small businesses approach their finances. We strive to be a trusted partner in every client’s journey, empowering them with clarity, confidence, and the tools they need to grow, thrive, and make informed financial decisions.

Our Mission

Our mission is to empower clients with financial clarity and confidence. Through expert bookkeeping and tax services, we simplify the numbers, build lasting partnerships, and help businesses grow with purpose and insight.

Core Values

Empowerment Through Education
We give clients the tools and knowledge to take charge of their finances and grow with confidence.
Integrity & Trust
We lead with honesty, transparency, and ethics in every client relationship.
Excellence in Service
We deliver accurate, dependable, and high-quality bookkeeping and tax solutions.
Client-Centered Approach
Every strategy is built around your goals, your needs, and your success.
Innovation & Sustainability
We embrace smart, future-focused solutions that support long-term financial health.

Meet the Owners

KB2 Bookkeeping & Tax is a family-owned firm based in Georgetown, TX, proudly serving the greater Austin area and businesses across Texas. Founded by husband and wife team Keith and Kim, we offer personalized bookkeeping and tax services to help individuals and small business owners gain clarity, stay organized, and grow with confidence. From cleaning up your books to navigating tax season or managing payroll, we are here to make your financial life easier with support that is professional, approachable, and built around your goals.

Kim Bernstein

Kim is a trusted tax professional and co-owner of KB2 Bookkeeping & Tax. With a strong foundation in accounting and a passion for helping small business owners succeed, she brings both expertise and empathy to every client relationship. Her career began in the construction industry, where she developed specialized knowledge in AIA billing, Texas lien law compliance, and job costing.

Over the years, Kim has worked with clients across various industries, including insurance, e-commerce, and professional services. She is known for her attention to detail, her ability to explain financial concepts clearly, and her commitment to creating a judgment-free experience for every client.

Keith Bernstein

Keith is the co-owner of KB2 Bookkeeping & Tax and a results-focused accounting professional with a background in healthcare and SaaS finance. A Summa Cum Laude graduate of Penn State with a degree in Accounting, he excels in creating efficient systems, streamlining reporting processes, and delivering high-level financial insights to business owners.

Keith’s strengths lie in problem solving, automation, and helping clients understand the big picture behind their numbers. He is committed to accuracy, transparency, and building long-term financial success for the clients KB2 serves.

Ready to simplify your finances and feel confident about your books?

Schedule Your Discovery Call