Portfolio

Where accounting meets engineering.

Clean books, live dashboards and accounting systems, built by someone who has spent a career in both worlds. See the work, then pick the version that fits your business.

Pages from the Kellcat portfolio: the cover, the Marketplace Payments to General Ledger case study, and the Databox industry dashboards
14 pages · free PDF
Pick your version

The work that matches your business

Each short version is 5 to 7 pages and focused on one kind of business. The full portfolio has everything.

Fintech & marketplaces

Marketplace payments, booked correctly

Stripe Connect accounting across 11 payment scenarios, with platform fees booked as revenue and Stripe Clearing back to $0 after every job.

Small business & real estate

Clean books and a clear picture

The Books & Numbers Review, client results, and how clear numbers lead to better decisions for owners and real estate investors.

Dashboards

Your business on one screen

Databox, Klipfolio and Google Sheets dashboards, plus the 5-Point Audit that turns monthly numbers into decisions.

Featured work

Four projects, four kinds of clarity

01
Fintech · client work, name withheld

Marketplace Payments → General Ledger

Integrations sync the data, but a standard bookkeeping setup can't follow marketplace money. This design maps every payment path to a balanced journal entry and the API call that posts it.

Read the case study →
Client work
02
Every business owner

Books & Numbers Review

A review of your QuickBooks or Xero books plus a live dashboard of six core numbers, with an advisor's read on what's working, what to watch and what it means in dollars.

Kellcat service
03
Every business owner

Industry dashboards

The six numbers every owner should know, plus the KPIs that matter in your industry, updating on their own from your books.

Sample data
04
Kellcat product · Excel & Google Sheets

Financial Starter Kits

Excel and Google Sheets workbooks with field guides, built for short-term rental hosts and small businesses. Every formula is locked and tested against a full sample year, with built-in checks and a year-end summary for the CPA.

See the Starter Kits →
STR Financial Starter Kit field guide cover
What clients say

In their own words

★★★★★
“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 · Real estate, Denver
★★★★★
“Brian has reviewed our settlement statements to track everything properly, as well as provide some insight into how others track costs.”
Michael S. · Real estate investor
★★★★★
“I left feeling confident and well taken care of, knowing that my financial records are in good hands.”
Bert K.

From Kellcat's Google reviews.

Let's look at your numbers together.

Start with a free Books & Numbers Review or a 30-minute discovery call.