Below you'll find our list of optional services and add-ons available exclusively to active Kellcat clients. Each includes pricing, a short description, what the process looks like, and an estimated timeline. Brian takes on a limited number of add-on projects at a time to make sure every engagement gets the attention it deserves. If you'd like to move forward with any of these services, email us at [email protected] and let us know which service you'd like to add.
A focused one-on-one session to review your numbers, answer questions, and get clear on what your financials are telling you. Available to Tier 1 and Tier 2 clients who want a live conversation outside of their monthly deliverable. This is not a tax consultation. It is a financial clarity conversation grounded in your existing books.
A scheduled quarterly touchpoint to review your financial performance over the past three months, identify trends, and stay on track with your goals. Designed for Tier 1 and Tier 2 clients who want periodic live conversation without upgrading to the Confident Decisions tier. Brian will reach out each quarter to offer availability.
Annual 1099 preparation and filing coordination for your contractors and vendors. Brian reviews your books for qualifying payments, collects or confirms W-9 information, prepares the 1099-NEC forms, and coordinates filing through your accounting platform. Pricing is based on the number of vendors requiring a 1099.
A clean, lender-ready financial package compiled from your existing books formatted for a mortgage application, DSCR loan, refinance, or commercial financing conversation. Brian organizes your profit and loss, balance sheet, and supporting schedules into a presentation your lender can read quickly and clearly. Pricing depends on complexity and number of entities.
A structured review of your current software stack and financial workflows identifying what is working, what is redundant, and where automation or better integrations could save you time and reduce errors. Brian brings 11+ years of software engineering experience alongside deep knowledge of platforms like QuickBooks, Puzzle, Mercury, Stripe, Ramp, Gusto, and Rippling. The deliverable is a written action plan you can implement at your own pace.
If you're interested in any of the above services, email [email protected] and let us know which service(s) you'd like to move forward with. We'll confirm availability and next steps.
[email protected]Every add-on exists for one reason — to give you more clarity with the data you already have.
Below you'll find our list of optional services and add-ons available exclusively to active Kellcat clients. Each includes pricing, a short description, what the process looks like, and an estimated timeline. Brian takes on a limited number of add-on projects at a time to make sure every engagement gets the attention it deserves. If you'd like to move forward with any of these services, email us at [email protected] and let us know which service you'd like to add.
A focused one-on-one session to review your numbers, answer questions, and get clear on what your financials are telling you. Available to Tier 1 and Tier 2 clients who want a live conversation outside of their monthly deliverable. This is not a tax consultation. It is a financial clarity conversation grounded in your existing books.
A scheduled quarterly touchpoint to review your financial performance over the past three months, identify trends, and stay on track with your goals. Designed for Tier 1 and Tier 2 clients who want periodic live conversation without upgrading to the Confident Decisions tier. Brian will reach out each quarter to offer availability.
Annual 1099 preparation and filing coordination for your contractors and vendors. Brian reviews your books for qualifying payments, collects or confirms W-9 information, prepares the 1099-NEC forms, and coordinates filing through your accounting platform. Pricing is based on the number of vendors requiring a 1099.
A clean, lender-ready financial package compiled from your existing books formatted for a mortgage application, DSCR loan, refinance, or commercial financing conversation. Brian organizes your profit and loss, balance sheet, and supporting schedules into a presentation your lender can read quickly and clearly. Pricing depends on complexity and number of entities.
A structured review of your current software stack and financial workflows identifying what is working, what is redundant, and where automation or better integrations could save you time and reduce errors. Brian brings 11+ years of software engineering experience alongside deep knowledge of platforms like QuickBooks, Puzzle, Mercury, Stripe, Ramp, Gusto, and Rippling. The deliverable is a written action plan you can implement at your own pace.
If you're interested in any of the above services, email [email protected] and let us know which service(s) you'd like to move forward with. We'll confirm availability and next steps.
[email protected]Every add-on exists for one reason — to give you more clarity with the data you already have.