Free Books & Numbers Review
Find out if you can trust your numbers.
Small bookkeeping errors quietly turn into missed deductions, bigger CPA bills, and decisions made on the wrong numbers. A free Books & Numbers Review finds them first, in QuickBooks, Xero, or whatever system you use. Then it shows you what your top 6 numbers are really telling you.
- Find out if your books are accurate enough for taxes, lenders, and decisions
- See your top 6 numbers in a live dashboard: what’s working and what to watch over the last 12 months
- Know what each finding is worth in dollars, and what to fix first, whether or not you hire Kellcat
“My books were a complete disaster… Brian from Kellcat helped me clean them up and he also showed me which metrics I should be tracking.”
Carlos · Real Estate, DenverWhy it matters
Messy books cost more than you think.
Most owners don’t find out until tax season or until a lender starts asking questions. By then, fixing it costs more.
Missed deductions
Expenses coded to the wrong place, or never recorded, mean paying tax on money you didn’t keep.
Bigger CPA bills
When your CPA has to untangle the books at tax time, you pay tax-season rates for bookkeeping cleanup.
Delayed loans and deals
Lenders and investors want financials that hold up. Numbers that don’t add up slow down a loan, refinance, or sale.
Decisions on the wrong numbers
Pricing, hiring, and buying the next property all depend on profit and cash you can actually trust.
A Books & Numbers Review costs you nothing and shows you exactly where you stand, before it costs you something.
Part 1 · Accuracy check
A careful look under the hood.
First, every area that affects whether your numbers are right is checked, account by account. Clean numbers come before insights.
Bank and card reconciliations
Do your books match your bank and credit card statements, month by month?
Income and expense categories
Are transactions coded to the right accounts, so profit and deductions are accurate?
Balance sheet accounts
Loans, owner contributions and draws, undeposited funds, and balances that don’t add up.
Chart of accounts and setup
Is your system set up for how your business or properties actually run?
Payroll and sales tax balances
Are the amounts you owe recorded correctly and cleared when paid?
Financial reports
Can your profit and loss and balance sheet be trusted for taxes, lenders, and decisions?
Part 2 · Your top 6 numbers
Then, what your numbers are telling you.
With the books checked, the review looks at the 6 numbers that matter most over the last 12 months: what’s working, what needs attention, and what it’s worth in dollars. You’ll see them in a live dashboard built from your own data.
01
Revenue
Your monthly sales over the past year, including your strongest and slowest months.
02
Net profit and margin
How much of every dollar you actually keep, and which months kept the most.
03
Gross margin by offer
Which services, products, or properties earn the most, and which quietly cost you.
04
Cash on hand
Your month-end cash balance, and where things got tight.
05
Money owed to you
Unpaid invoices by age (current, 30, 60, and 90+ days) and how much cash is stuck.
06
Operating expenses
Your spending trend, including your leanest and heaviest months.
For each number, you’ll see:
What’s workingYour best month
What to watchYour weakest month
What it meansWhat it’s worth in dollars
What you get
A clear report and a live dashboard.
- Accuracy check: every bookkeeping issue found, ranked by priority, including why recurring mistakes keep happening and what to fix first
- Your top 6 numbers in a live dashboard built from your own data: what’s working, what to watch, and what it means in dollars
- A 30-minute results call to walk through the report and dashboard together and answer your questions
- An optional proposal if you’d like help. No obligation.
Sample report with illustrative numbers. Click to enlarge.
What the review doesn’t include: fixing the books. The review finds and explains every issue. Cleanup is a separate project, quoted only if you want Kellcat’s help, or your current bookkeeper can work from the report.
How it works
Four simple steps.
Your part takes about ten minutes. Kellcat handles the rest.
Request your review
Fill out the short form with your name, email, and the system you use.
Share secure access
Follow the simple steps to add Kellcat as your accountant user. You can remove access anytime.
The review
Your books are checked for accuracy, then your top 6 numbers are analyzed and set up in a live dashboard, plus one clear report.
Your results call
Walk through your report and dashboard: what’s working, what to watch, and what it’s worth. Then leave with a clear plan.
Step 1 takes about a minute.
Client reviews
From messy books to numbers they trust.
Real reviews from QuickBooks ProAdvisor and Google.
“My books were a complete disaster. Not unexpected, since I was trying to do them myself for the past 2 years. Brian from Kellcat helped me clean them up and he also showed me which metrics I should be tracking. His knowledge of QuickBooks blew my mind.”
Carlos
“Brian has been very great to work with and help refine our QuickBooks Online. I’m working on flipping houses, and Brian has reviewed our settlement statements to track everything properly as well as provide some insight into how others track costs to optimize reporting and visibility.”
Michael S.
“I left feeling confident and well taken care of, knowing that my financial records are in good hands. Brian cleaned up our books, and continually strives to keep everything running smoothly and correctly, and is always available when I need him.”
Bert K.
Is it right for you?
Made for owners who want to trust their numbers.
Growing businesses and real estate investors with books already in place.
A great fit if you…
- Want to know if your books are ready for tax season
- Need reliable financials for a lender, investor, or refinance
- Look at your reports and aren’t sure they’re right
- Changed bookkeepers or have been doing the books yourself
- Want a second set of eyes from an experienced professional
Not the right starting point if…
- You don’t have any books or bookkeeping system yet
- You’re looking for tax preparation or tax advice, which stays with your CPA
- You already know your books need a full cleanup and want it started now
Starting from scratch or ready for a cleanup? A free Discovery Call is the faster first step. Book a Discovery Call →
Common questions
Good to know first.
Yes. No card and no obligation. The review shows you exactly where your books stand and what your numbers are telling you. If you’d like help, you’ll get a proposal. Whether you use it is completely up to you.
Kellcat is added as an accountant user in QuickBooks Online or an advisor user in Xero, the standard way owners share books with a professional. Your login is never shared, your data stays confidential, and you can remove access anytime.
Yes, one thing. To build your live dashboard, a secure reporting tool called Databox is connected to your QuickBooks or Xero. It only reads your numbers and can’t change anything in your books. After the review, it’s disconnected whenever you ask, or kept running if you decide to keep your dashboard.
Revenue, net profit and margin, gross margin by offer, cash on hand, money owed to you, and operating expenses. Together they show whether you’re growing, keeping enough of what you earn, and have the cash to back it up. Each one is looked at over the last 12 months, so you see your best and weakest months.
No problem. If you don’t send invoices or only have one offer, those numbers are adjusted or swapped for what fits your business, like results by property for real estate investors.
That’s fine. The accuracy check works with other accounting software and even well-kept spreadsheets. After you sign up, reply to the confirmation email and you’ll get simple instructions for sharing what’s needed. The live dashboard depends on your system, and you’ll know up front what’s possible.
About 5 business days after access is shared. Busier times of year may take a little longer, and you’ll know the timing up front.
No. The review finds and explains every issue, but fixing them is a separate cleanup or catch-up project. If you’d like Kellcat’s help, the proposal shows the scope and cost. Or you can hand the report to your current bookkeeper and they can work from it.
The report points out patterns, not just one-time errors, like a bank rule sending expenses to the wrong account, a missed month-end step, or owner transactions mixed in with business ones. For each one, you’ll see why it keeps happening and how to stop it. You can fix the process yourself, share it with your bookkeeper, or have Kellcat keep your books each month so the same mistakes don’t come back.
Automation is fast, but it repeats the same mistakes every month without anyone noticing, like transfers counted as income, personal spending booked as business expenses, or duplicates from connected apps. A Books & Numbers Review shows what your system is getting wrong and how to fix the rules behind it, so your numbers can be trusted again.
No. The report is yours to keep and use however you like. There are no follow-up sales pitches.
No. The Books & Numbers Review checks the accuracy of your bookkeeping and what your numbers mean for your business. Tax preparation and tax advice stay with your CPA, who will appreciate cleaner books.
Find out what your books are really saying.
A free accuracy check, your top 6 numbers in a live dashboard, explained in dollars, and a plan you can act on, with no obligation. Spots are limited each month, so request yours while one is open.
Start My Free Review ↑Have questions first? Book a free Discovery Call →