THE KEYSTONE METHOD

What this means for you

Not registered yet, but its 28 Oct 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

50186060

Mark type

Word mark

Filed

28 Oct 2026

Attorney of record

COLIN COCHRAN

Goods and services

• Class 041 — Education and entertainment services: Providing educational mentoring services and programs in the field of accounting and financial management to provide a structured approach for identifying the issues that matter, determining which professional disciplines should be involved, coordinating those professionals around a common set of objectives, and measuring whether the resulting recommendations create a meaningful economic benefit for the client; Providing educational mentoring services and programs in the field of accounting and financial management to provide a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Providing educational mentoring services and programs in the field of accounting and financial management to provide financial services focused on ensuring a business and its owner are treated as an interconnected financial system; Providing online non-downloadable publications in the nature of training materials in the field of accounting and financial management to provide a structured approach for identifying the issues that matter, determining which professional disciplines should be involved, coordinating those professionals around a common set of objectives, and measuring whether the resulting recommendations create a meaningful economic benefit for the client; Providing online non-downloadable publications in the nature of training materials in the field of accounting and financial management to provide a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Providing online non-downloadable publications in the nature of training materials in the field of accounting and financial management to enable a collaborative team of financial advisors, accounting professionals, and other trusted professionals; Providing educational mentoring services and programs in the field of accounting and financial management to create a collaborative team of financial advisors, accounting professionals, and other trusted professionals; Providing online non-downloadable publications in the nature of training materials in the field of accounting and financial management to guide a structured approach through which financial advisors, CPAs, attorneys, insurance professionals, bankers, valuation professionals, business consultants, and other specialists can contribute within their respective areas of expertise to provide recommendations for economic benefits to clients; Providing educational mentoring services and programs in the field of accounting and financial management to provide a structured approach through which financial advisors, CPAs, attorneys, insurance professionals, bankers, valuation professionals, business consultants, and other specialists can contribute within their respective areas of expertise to provide recommendations for economic benefits to clients; Providing online non-downloadable publications in the nature of training materials in the field of accounting and financial management to provide financial services focused on ensuring a business and the interests of its owner are treated as an interconnected financial system; Providing on-line courses of instruction in the field of accounting and financial management to provide a structured approach for identifying the issues that matter, determining which professional disciplines should be involved, coordinating those professionals around a common set of objectives, and measuring whether the resulting recommendations create a meaningful economic benefit for the client via a website; Providing on-line courses of instruction in the field of accounting and financial management to provide financial services focused on ensuring a business and the interests of its owner are treated as an interconnected financial system via a website; Educational services, namely, providing online instruction in the field of accounting and financial management to provide a structured approach for identifying the issues that matter, determining which professional disciplines should be involved, coordinating those professionals around a common set of objectives, and measuring whether the resulting recommendations create a meaningful economic benefit for the client; Educational services, namely, providing online instruction in the field of accounting and financial management to provide a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Educational services, namely, providing online instruction in the field of accounting and financial management to provide financial services focused on ensuring a business and its owner are treated as an interconnected financial system; Educational services, namely, providing online instruction in the field of accounting and financial management to provide a structured approach for identifying the issues that matter, determining which professional disciplines should be involved, coordinating those professionals around a common set of objectives, and measuring whether the resulting recommendations create a meaningful economic benefit for the client; Educational services, namely, providing online instruction in the field of accounting and financial management to provide a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Educational services, namely, providing online instruction in the field of accounting and financial management to create a collaborative team of financial advisors, accounting professionals, and other trusted professionals; Educational services, namely, providing online instruction in the field of accounting and financial management to guide a structured approach through which financial advisors, CPAs, attorneys, insurance professionals, bankers, valuation professionals, business consultants, and other specialists can contribute within their respective areas of expertise to provide recommendations for economic benefits to clients; Educational services, namely, providing online instruction in the field of accounting and financial management to provide a structured approach through which financial advisors, CPAs, attorneys, insurance professionals, bankers, valuation professionals, business consultants, and other specialists can contribute within their respective areas of expertise to provide recommendations for economic benefits to clients
• Class 042 — Scientific and technological services: Providing a web site featuring temporary use of non-downloadable software for learning a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and tracking and evaluation; Providing temporary use of online non-downloadable computer software for learning a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and tracking and evaluation; Providing on-line non-downloadable software for a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and tracking and evaluation; Providing on-line non-downloadable software for a method of accounting and financial management to provide a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Providing on-line non-downloadable software for learning a method of accounting and financial management that provides a structured business advisory methodology designed to help financial advisors, accounting professionals, and other trusted professionals work collaboratively to identify, quantify, prioritize, and address the financial, operational, tax, risk, and strategic opportunities that affect a privately held business and the family that owns it; Providing a website featuring on-line non-downloadable software that enables users to learn a method to analyze accounting and financial data concerning privately held businesses and their owners, identify, quantify, and prioritize financial, operational, tax, risk management, and strategic planning opportunities, identify professional disciplines needed to address those opportunities, coordinate collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and track and evaluate the economic impact; Providing a website featuring non-downloadable software for a training platform for a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other advisors, and tracking and evaluation; Providing online non-downloadable computer software platforms for teaching a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and tracking and evaluation; Providing on-line non-downloadable software for training on a method of analyzing accounting and financial data concerning privately held businesses and their owners, identifying, quantifying, and prioritizing financial, operational, tax, risk management, and strategic planning opportunities, identifying professional disciplines needed to address those opportunities, coordinating collaborative business advisory projects among financial advisors, accounting professionals, attorneys, and other professional advisors, and tracking and evaluation; Providing on-line non-downloadable software for a method of accounting and financial management to provide financial services focused on ensuring a business and its owner are treated as an interconnected financial system; Providing on-line non-downloadable software for training in a method of accounting and financial management to provide financial services focused on ensuring a business and its owner are treated as an interconnected financial system

Owner

• The Keystone Institute, LLC, Hudson, OH, US

Prosecution history

• 28 Oct 2026 — APPLICATION FILING RECEIPT MAILED
• 28 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 28 Oct 2026 — NEW APPLICATION ENTERED