The Books & Numbers Review is Kellcat's free first step for business owners and real estate investors. Kellcat reviews your QuickBooks Online or Xero books for accounting issues, builds a live dashboard of your six core numbers from that same data, and walks you through what is working, what to watch, and what it means in dollars. You see how Kellcat works, on your own numbers, before you commit to anything. Request your free review.

Kellcat's six core numbers are revenue, net profit and margin, gross margin by offer, cash on hand, accounts receivable by age, and operating expenses by category. Together they answer the questions owners ask most: Am I profitable? Where is my money going? Can I afford the next move? Every Kellcat bookkeeping client gets this six-number dashboard, updated monthly.

Yes. Kellcat's Books & Numbers Review is free, with no obligation to hire Kellcat. Kellcat takes a limited number of reviews each month so each one gets full attention. If ongoing work makes sense, Kellcat recommends a next step in writing. If not, you keep the findings.

Kellcat needs accountant or read-only access to your QuickBooks Online or Xero file. Kellcat connects your books to a live dashboard, completes the review, and then meets with you on a results call to walk through the findings. Kellcat does not need passwords, and access can be removed at any time.

Start with the free Books & Numbers Review, or book a free Discovery Call to talk first. On the call, Kellcat learns about your business and goals, recommends the right next step, and follows up with a written recommendation and proposal. No pressure and no hard pitch.

Kellcat is a bookkeeping, dashboard, and advisory firm based in Littleton, Colorado, serving real estate investors and business owners nationwide. Kellcat delivers clean monthly books in QuickBooks Online, Xero, or Puzzle; live dashboards that show the numbers that matter; and practical guidance on what to do next. Kellcat also offers workshops and training on accounting, bookkeeping, budgeting, and taxes. Where Accounting Meets Engineering.

Kellcat was founded by Brian Kelly, an Accounting & Business Data Advisor with 20+ years of accounting experience rooted in a family CPA firm, where he worked as a bookkeeper and tax preparer and earned his Enrolled Agent credential. Kellcat's founder also brings 11+ years of software engineering in aerospace and defense, and holds QuickBooks Advanced ProAdvisor and Xero Certified Advisor credentials.

It means Kellcat handles your numbers with both an accountant's judgment and an engineer's discipline. Most bookkeepers stop at reconciled books. Kellcat also builds the system around them: dashboards that update automatically, workflows that cut manual data entry, and an accounting setup that matches how your business actually earns and spends money.

No. Kellcat is not a CPA firm. Kellcat is a bookkeeping, dashboard, and advisory firm led by a former Enrolled Agent (actively pursuing renewal) who is a QuickBooks Advanced ProAdvisor and Xero Certified Advisor. Kellcat works alongside your CPA and gives them clean, reconciled, organized books to work from.

Kellcat is based in Littleton, Colorado and serves the south Denver metro, including Highlands Ranch, Centennial, Lone Tree, Parker, Castle Rock, Englewood, Greenwood Village, Lakewood, and Denver. Because Kellcat's services are delivered remotely, Kellcat works with clients anywhere in the United States. In-person meetings are available along Colorado's Front Range.

Kellcat offers three service layers that work like a GPS for your business: Clean Books (monthly bookkeeping with a live dashboard of your six core numbers), Clear Picture (custom dashboards that connect your accounting, sales, and operations data, with KPI reports every two weeks), and Confident Decisions (cash flow advisory: everything in Clear Picture plus weekly KPI and cash reports, a Cash Map (a rolling 13-week view of cash in and out, plus a simple plan for where your money goes), and up to two calls a month). Kellcat also offers books cleanup and catch-up, QuickBooks Online setup, budgeting and bill processing support, scenario planning and longer-range forecasting, software and workflow automation, workshops and training, and Financial Starter Kits. See Services We Provide.

Clean Books is Kellcat's monthly bookkeeping service in QuickBooks Online, Xero, or Puzzle. Each month Kellcat categorizes and reconciles every account, reviews the books for accuracy, updates your six-number dashboard, and emails you a short summary of what changed. You also get a 15-minute check-in call every quarter. Your books stay tax-ready for your CPA and lender-ready when you need financing.

Clear Picture shows you exactly where your business stands. It starts with a one-time custom dashboard build that connects your accounting with your sales, marketing, and operations tools, with early-warning targets on your key numbers. Then every two weeks you get a KPI report by email with a short action plan, plus a short video walkthrough of your dashboard each month. An optional review call is available, billed hourly as needed. Clear Picture works whether Kellcat does your bookkeeping or you keep your current bookkeeper.

Confident Decisions is Kellcat's cash flow advisory and its highest level of support. It includes everything in Clear Picture, plus weekly KPI and cash reports, your Cash Map (a rolling 13-week view of cash coming in and going out, plus a simple plan for where your money goes: taxes, owner pay, reserves, growth), and a revenue, cost, and profit forecast reviewed each quarter. You can schedule up to two calls a month to review your cash and decide next steps, and once a quarter one of those calls becomes your KPI review. Availability is limited.

A GPS needs an accurate signal, shows you where you are, and maps the route. Kellcat works the same way. Clean Books is the accurate signal, Clear Picture shows exactly where your business stands today, and Confident Decisions maps the route, with your Cash Map, a rolling 13-week view of your cash and a plan for where it goes, so you can steer before problems hit. You see where you are. You decide where to go.

The Clean Books summary is a short monthly email about what changed in your books. The Clear Picture KPI report comes every two weeks and goes further: it shows why your key numbers moved across sales, operations, and finances, with a short action plan for what to do next.

A week-by-week view of the cash you expect to come in and go out over the next three months, rolled forward every week. It shows a cash crunch while there's still time to act, which is why it's the heart of your Cash Map in Confident Decisions.

No. You can have Kellcat handle your monthly bookkeeping, or keep your current bookkeeper and add Kellcat's Clear Picture or Confident Decisions dashboards and advisory on top. Either way, Kellcat builds your dashboards from your real accounting data.

Yes. Books cleanup and catch-up are common starting points with Kellcat. Kellcat reviews your accounting file first, gives you a written scope and timeline, and brings your books current by fixing unreconciled accounts, miscategorized transactions, and missing records, no matter how far behind they are. Cleanup is quoted as a separate one-time project.

Yes. Kellcat offers educational workshops, classes, seminars, and conference sessions on accounting, bookkeeping, budgeting, bill paying, and getting your books ready for tax time. Kellcat also provides hands-on training on reading your dashboard and using Databox for business intelligence. Sessions are available for business owners, real estate investors, and their teams, in person along Colorado's Front Range or online. Contact Kellcat to schedule a session.

Self-paced Excel and Google Sheets trackers built by a bookkeeper, each with a full sample year and a field guide. Four kits are available now: STR (Airbnb, Vrbo and direct-booking hosts), LTR + BRRRR (landlords with long-term rentals), Fix-and-Flip (house flippers) and Small Business (sole proprietors and single-member LLCs that file Schedule C). Each is $97, or $247 with a 60-minute Kickstart Call with Brian. The Real Estate Starter Kit Bundle includes the STR, LTR + BRRRR and Fix-and-Flip kits for $197. Find the right kit or shop all kits and bundles.

The Financial Clarity Check is Kellcat's free five-minute self-assessment at check.kellcat.com. It scores your business across the four pillars of financial clarity and gives you a personalized report with next steps. You also get a free action plan PDF matched to your results. It is a quick way to see where you stand before requesting a Books & Numbers Review.

Yes. Kellcat specializes in bookkeeping and dashboards for real estate investors, including short-term rental (Airbnb and VRBO) operators, long-term landlords, fix-and-flip investors, and BRRRR investors. Kellcat sets up per-property tracking and separate books for each LLC, and your dashboard shows profit and cash flow by property, so your numbers are ready when your lender or CPA asks.

Kellcat tracks every fix-and-flip or BRRRR deal from acquisition to exit: purchase and closing costs, rehab budget versus actual, holding costs such as interest, insurance, and utilities, and net profit per deal. You know your true return before and after the sale or refinance, and your lender-ready reports are in place before the next refinance window opens.

Yes. Kellcat provides bookkeeping and job-costing dashboards for contractors and home remodelers. Kellcat tracks job costs, change orders, client draws, subcontractor payments, and materials by job, so your dashboard shows which jobs are actually profitable during the year, not just at tax time.

Yes. Kellcat works with restaurants, cottage food businesses, and commercial bakeries. Kellcat tracks food and ingredient costs, production expenses, and wholesale versus retail revenue, and shows true margins on your dashboard, so you can price your menu and products with confidence.

Yes. Kellcat designs accounting infrastructure for tech-enabled startups, SaaS, marketplace, and billing-platform businesses. That includes the chart of accounts, a revenue recognition (ASC 606) framework, a journal entry framework for every payment scenario, and a written build specification your engineering team can build to. Kellcat works with Stripe, Mercury, Puzzle, and Ramp. This work is scoped as a flat-fee project after a free Discovery Call.

Kellcat works with growing businesses of many kinds, including service businesses and agencies, professional services firms, manufacturers and product companies, e-commerce brands, and multi-entity businesses, typically without an in-house controller or CFO. The common thread is the same: the business has grown, but the financial system has not caught up.

Kellcat builds client dashboards in Databox and is a Databox Partner. Databox connects directly to QuickBooks Online and Xero, plus many sales, marketing, and operations tools, and refreshes automatically, so your key numbers stay current without manual spreadsheets or reports. Dashboards are shared through a secure link you can open on any device.

Yes. Kellcat's sample dashboards for real estate, service and local businesses, and growing companies are at kellcat.com/dashboards. They use illustrative numbers so you can see what your own dashboard could look like.

Kellcat works in QuickBooks Online, Xero, and Puzzle, and is certified in QuickBooks (QuickBooks Advanced ProAdvisor) and Xero (Xero Certified Advisor). Kellcat matches the platform to your business, sets up new files, and cleans up and optimizes existing ones.

Kellcat works with Stripe for payments, Mercury for business banking, Ramp for cards and expense management, and Gusto for payroll bookkeeping and reconciliation, along with many sales, marketing, and operations tools that connect to Databox. Kellcat is a partner with Stripe, Mercury, Ramp, QuickBooks, Xero, and Gusto.

No. Kellcat uses AI only to speed up repetitive work such as drafting summaries and spotting unusual transactions. A Kellcat advisor reviews and approves every reconciliation, report, and summary before it reaches you, so you get efficiency without handing financial judgment over to software.

Kellcat prices each engagement based on your transaction volume, the number of entities and data sources, and the level of support you need. Kellcat confirms scope and pricing in a written proposal after the free Discovery Call or Books & Numbers Review. Everything is agreed upfront, with flat monthly or project pricing: no hourly billing and no surprise invoices.

No. Kellcat's monthly services have no minimum term; either side can end them with 90 days' notice, and Kellcat walks you through the agreement before you commit. One-time projects such as books cleanup, dashboard builds, and accounting architecture are scoped and priced as flat-fee projects.

Kellcat's monthly bookkeeping typically begins within one to two weeks of signing, once access to your accounting file and bank feeds is in place. Cleanup timing depends on how far behind the books are. Dashboard builds follow a structured build process, with the timeline agreed in your proposal.

Kellcat communicates by email, your client portal, recorded video walkthroughs, scheduled video calls, and your shared live dashboards, and responds to client emails within 24 to 48 business hours, Monday through Friday. How often you meet depends on your layer: Clean Books includes a 15-minute check-in call every quarter, Clear Picture includes KPI reports every two weeks and a monthly video walkthrough (with an optional review call, billed hourly as needed), and Confident Decisions lets you schedule up to two calls a month, plus deep dives.

No. Kellcat does not prepare or file tax returns or give tax advice. Kellcat keeps your books reconciled and tax-ready all year, then hands your CPA clean, organized reports at tax time. Kellcat works alongside your existing CPA or can refer you to a trusted one. Clean lanes mean your CPA gets accurate data and you get fewer year-end surprises.

Yes. Scenario planning and longer-range or multi-entity forecasts, the kind of planning owners often bring in a fractional CFO for, are available as an optional add-on to Confident Decisions, built on your live dashboards so every plan starts from accurate numbers. Fundraising, investor relations, and tax strategy are outside Kellcat's scope; for those, Kellcat works alongside your CPA or other trusted advisors.

No. Kellcat does not provide legal advice. When Kellcat's work surfaces legal or compliance questions, such as licensing, contracts, or 1099 reporting obligations, Kellcat flags them and refers you to the appropriate attorney or tax professional.

Yes. Kellcat serves clients across the United States. Kellcat's bookkeeping, dashboards, and advisory are delivered entirely online through secure accounting-software access, email, video calls, and shared live dashboards, so your location does not limit what Kellcat can do.