Online bookkeeping and advisory, wherever your business is.
Kellcat works with owners across the U.S. entirely online: clean books every month, a live dashboard of your numbers, and advice on cash and big decisions when you want it. The same process local clients get, without anyone needing to be in the same room.
Online bookkeeping fits when you…
Bookkeeping, dashboards and advisory, from one firm.
Pick the layer you need today and add the next when you’re ready. Each one works the same way whether you’re in Denver, Dallas or Durham.
Clean Books
Monthly bookkeeping in QuickBooks Online, Xero or Puzzle: reconciled, reviewed and tax-ready, with a core dashboard and a short summary. Monthly bookkeeping.
Clear Picture
Live dashboards that connect your accounting, sales and operations data, with a KPI report every two weeks. See dashboard examples.
Confident Decisions
Cash flow advisory: a Cash Map (a rolling 13-week view of cash in and out, plus a simple plan for where your money goes), weekly KPI and cash reports and up to two calls a month. Cash flow forecasting.
Cleanup first, if needed
Behind or messy books brought current as a one-time project, quoted up front. Most cleanups start at $500. QuickBooks cleanup.
Planning and scenarios
A yearly plan, budget vs. actual and “what if” scenarios before big decisions. Budgeting and scenario planning.
Built for your industry
Setups for real estate investors, short-term rental hosts and fintech and tech startups, plus service businesses of all kinds.
A typical month, start to finish, online.
Nothing about the work needs a visit. Here’s how a month runs for a remote client.
Statements pulled
Read-only access to your bank, card and loan accounts means statements come in without you lifting a finger.
Questions in one list
Anything only you can answer is gathered into one short list in your portal, so you handle it in one sitting.
Books closed and reviewed
Every account reconciled, categories checked and the month closed, so the numbers stop changing.
Dashboard updated
Your live dashboard refreshes with the closed month, ready to open from anywhere.
Summary in your inbox
A short email with one win, one watchout and one next step, plus anything Kellcat still needs.
Calls on Google Meet
A quarterly check-in with Clean Books, and more often with the advisory layers, all booked online.
Works with what you already use.
- Accounting: QuickBooks Online, Xero, Puzzle
- Banks: Mercury, Relay, Bluevine and any bank that feeds your accounting software
- Payments: Stripe, Square, Shopify, PayPal
- Payroll: Gusto, Rippling
- Spend and bills: Ramp, Bill.com
- Dashboards: Databox, Google Sheets
Plus automations with Zapier, Make and n8n when they save you time.
Your data stays in your hands.
- Accountant invitations, never shared passwords
- Read-only bank access that you can remove anytime
- Files and questions through a secure client portal, not email attachments
- Client data is never used to train AI models
- Every report reviewed by Brian before it reaches you
Near Denver?
Kellcat also meets local owners in person in Littleton, Highlands Ranch and Centennial. See local service areas. Own a ski-town rental? See mountain short-term rentals.
How starting works, from anywhere.
- Step 1 · Free
Discovery Call
A short Google Meet call, or start with a free Books & Numbers Review of your file.
- Step 2 · In writing
Proposal
Scope and fees in writing within a week of your call.
- Step 3 · Setup
Access and cleanup
Accountant access, portal setup, and a cleanup first if your books are behind.
- Step 4 · Ongoing
Monthly rhythm
Books closed, dashboard updated and your summary sent, every month.
Online bookkeeping questions.
Do you work with businesses outside Colorado?
Yes. Kellcat works with small businesses and real estate investors anywhere in the U.S. All of the bookkeeping, dashboards and advisory are delivered online.
Will we ever need to meet in person?
No. Calls happen on Google Meet and everything else runs through your secure client portal and email. If you’re near Denver and would like to meet in person, that’s an option too.
How do I send documents and answer questions?
Through your secure Kellcat client portal. Questions are gathered into one list each month, and files are uploaded there instead of sent by email.
Is my financial data secure?
You invite Kellcat as your accountant in QuickBooks Online, Xero or Puzzle, and bank access is read-only, so no passwords are shared and you can remove access anytime. Client data is never used to train AI models.
Which software do you work with?
QuickBooks Online, Xero and Puzzle, connected to the banks, payment, payroll and spend tools you already use, with live dashboards built in Databox.
Can I keep my CPA?
Yes, wherever they are. Kellcat keeps your books tax-ready all year and hands your CPA clean reports. Kellcat doesn’t prepare or file tax returns.
How much does it cost?
Pricing depends on your books and the layers you choose, and is confirmed in writing after a free review. Cleanups, if needed, start at $500.
Start with the Small Business Financial Starter Kit.
Wherever you are, the kit is a do-it-yourself starting point before monthly bookkeeping. Keep your own books with the same categories and checks Kellcat uses with clients, then hand them off when you’re ready. Nothing to redo.
- For sole proprietors and single-member LLCs that file Schedule C
- Your real profit, break-even and how many months your cash covers
- A 14-tab tracker for Excel and Google Sheets, a full sample year and a 28-page guide
$97one-time · instant download
Rather hand the books off now? Book a free Discovery Call
Where this fits in the three layers.
Prefer in person? Local meetings across the south Denver metro: Littleton & south Denver · Highlands Ranch · Centennial · all service areas. Remote service nationwide.
Clear numbers, no matter where you are.
Book a free Discovery Call on Google Meet, or start with a free review of your books.