Three layers.
One financial system.
Kellcat builds financial systems in three layers: Clean Books, Clear Picture, and Confident Decisions. Each layer builds on the one before it. You can begin with the right next step, but the layers build in order.
Building on Stripe, Puzzle, or Mercury? Before your first transaction posts, Kellcat designs the complete accounting infrastructure — chart of accounts, journal entry framework, ASC 606 revenue recognition, and Puzzle GL setup your engineering team builds to. See Tech & Startup Accounting →
Book a Free Discovery Call
Most bookkeepers stop at layer one.
Kellcat builds all three.
Clean books are the foundation. Without them, nothing above is reliable. Clear visibility is the next layer: the dashboard, the KPIs, and the real-time picture of your business. Only with both in place can true financial advisory actually work.
This is why Kellcat structures every engagement around the system, not just the service. You may begin with Clean Books and add layers as you are ready. But the layers do not skip.
The numbers cannot drive decisions until they are visible.
They cannot be visible until they are right.
What is included at each layer.
You do not need all three to start. Pick the layer that fits where you are right now.
| Feature | Clean BooksLayer 1 | Clear PictureLayer 2 | Confident DecisionsLayer 3 |
|---|---|---|---|
| Monthly bookkeeping | |||
| Loom walkthrough | |||
| Custom dashboard | |||
| Dashboard maintenance | |||
| Advisory calls | + optional | included | |
| Slack channel | |||
| 30/60/90-day forecasting | |||
| Quarterly KPI review |
Clean Books
Clean Books is where most Kellcat engagements begin. We handle the full monthly bookkeeping close across QuickBooks, Xero, Puzzle, or your accounting platform of choice, making sure accounts are categorized, reconciled, and verified. The goal is simple: reliable books you and your CPA can trust.
Clear Picture
Most business owners spend 20 or more minutes digging through reports to answer a question their dashboard should answer in 20 seconds. Clear Picture fixes that.
Built on top of clean books, Kellcat designs a custom live dashboard built around how your business actually makes money — so the answer to "how are we doing" is visible the moment you open it. No report digging. No manual math. No waiting until month-end to find out.
The dashboard is built through a structured 12-week process with 6 working calls, designed for your specific business, not a template. Depending on your business type the dashboard may include financial performance, cash flow, sales pipeline, operational metrics, and marketing performance — all in one live view.
Live dashboard view — sample data.
Confident Decisions
Built for business owners generating consistent revenue who are ready to stop flying blind and start making data-driven decisions every month.
Confident Decisions is Kellcat's most intensive engagement — and the most selective.
Built on top of clean books and a fully functioning live dashboard, this tier adds a bi-weekly advisory partnership where Brian reviews your numbers with you twice a month, flags what changed, explains what it means in plain English, and helps you stay on track with your business.
Cash flow for the next 90 days. Budget versus what actually happened. KPIs that tell you whether the business is moving in the right direction. All of it visible in your dashboard. All of it explained in language that makes sense.
Kellcat accepts a very small number of Confident Decisions clients at any given time to make sure every engagement gets the full attention it deserves. If you think this is the right fit, start with a Discovery Call.
Tech & Startup Accounting Architecture
Building on Stripe, Puzzle, or Mercury? Launching a billing agent model, marketplace, or SaaS platform? Kellcat designs the accounting infrastructure your engineering team builds to — chart of accounts, journal entry framework, ASC 606 revenue recognition treatment, and Puzzle GL setup.
What clients are saying.
All reviews from QuickBooks ProAdvisor and Google — unedited.
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. He showed me stuff I didn't even know was possible. I would highly recommend working with him if you're looking for a great bookkeeper in the Denver area.
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.
I had a fantastic experience with Brian from Kellcat. His knowledge in the field was truly impressive. 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. He is absolutely a pleasure to work with.
I was impressed with Brian's knowledge and attention to detail for bookkeeping. He helped me understand how to keep my books clean and better organized. I really appreciate that he took the time to ensure everything was in order. I highly recommend him for anyone who needs reliable bookkeeping assistance. Overall, a top-notch service that exceeded my expectations.
I recently had the pleasure of working with Brian for bookkeeping services for my Denver based business, and I must say, he is not only incredibly knowledgeable but also genuinely kind. His attention to detail and professionalism truly made a difference in my experience. Brian's approach made it seamless and stress-free. I left feeling confident and organized, knowing that my finances were in good hands. Brian's friendly demeanor and expertise truly set this service apart.
Start with the right next step.
You do not have to know which service layer you need before you talk to Brian. That is the purpose of the Discovery Call. After the call, Brian may recommend a free tool, a Starter Kit, a books review, a full business review, a cleanup scope, or one of the three monthly service layers.
Every engagement begins with a conversation.
Whether you are starting with Clean Books, scoping a cleanup, or exploring the full system, the first step is a free Discovery Call.
Before you book a call.
Clean books. Clear picture.
Confident decisions.
Book a free Discovery Call. Brian will talk through where you are, where you want to go, and whether Kellcat is the right partner for your business.
Serving Littleton, Highlands Ranch, Centennial, Parker, and the south Denver metro. View service areas →
Three layers.
One financial system.
Kellcat builds financial systems in three layers: Clean Books, Clear Picture, and Confident Decisions. Each layer builds on the one before it.
Building on Stripe, Puzzle, or Mercury? Before your first transaction posts, Kellcat designs the complete accounting infrastructure — chart of accounts, journal entry framework, ASC 606 revenue recognition, and Puzzle GL setup your engineering team builds to.See Tech & Startup Accounting →
Book a Free Discovery CallMost bookkeepers stop at layer one. Kellcat builds all three.
Clean books are the foundation. Clear visibility is the next layer. Only with both in place can true financial advisory actually work.
The layers do not skip. You may begin with Clean Books and add layers as you are ready.
The numbers cannot drive decisions until they are visible. They cannot be visible until they are right.
What is included at each layer.
You do not need all three to start. Pick the layer that fits where you are right now.
| Clean BooksLayer 1 | Clear PictureLayer 2 | Confident DecisionsLayer 3 | |
|---|---|---|---|
| Monthly bookkeeping | |||
| Loom walkthrough | |||
| Custom dashboard | |||
| Dashboard maintenance | |||
| Advisory calls | + optional | incl. | |
| Slack channel | |||
| 30/60/90 forecasting | |||
| Quarterly KPI review |
Clean Books
Clean Books is where most Kellcat engagements begin. We handle the full monthly bookkeeping close across QuickBooks, Xero, Puzzle, or your platform of choice. The goal is simple: reliable books you and your CPA can trust.
Clear Picture
Most business owners spend 20 or more minutes digging through reports to answer a question their dashboard should answer in 20 seconds. Clear Picture fixes that.
Kellcat designs a custom live dashboard built around how your business actually makes money — built through a structured 12-week process with 6 working calls.
Live dashboard view — sample data.
Confident Decisions
Built for business owners generating consistent revenue who are ready to stop flying blind and start making data-driven decisions every month.
Kellcat's most intensive engagement — and the most selective. Built on top of clean books and a live dashboard, this tier adds a bi-weekly advisory partnership.
Brian reviews your numbers with you twice a month, flags what changed, explains what it means in plain English, and helps you stay on track.
Kellcat accepts a very small number of Confident Decisions clients at any given time to give every engagement the full attention it deserves.
Tech & Startup Accounting Architecture
Building on Stripe, Puzzle, or Mercury? Launching a billing agent model, marketplace, or SaaS platform? Kellcat designs the accounting infrastructure your engineering team builds to — chart of accounts, journal entry framework, ASC 606 revenue recognition treatment, and Puzzle GL setup.
What clients are saying.
From QuickBooks ProAdvisor and Google — unedited.
My books were a complete disaster. Brian from Kellcat helped me clean them up and showed me which metrics I should be tracking. I would highly recommend working with him.
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 insight into how others track costs to optimize reporting.
I had a fantastic experience with Brian from Kellcat. His knowledge was truly impressive. I left feeling confident and well taken care of, knowing that my financial records are in good hands. He is absolutely a pleasure to work with.
I was impressed with Brian's knowledge and attention to detail for bookkeeping. He helped me understand how to keep my books clean and better organized. A top-notch service that exceeded my expectations.
He is not only incredibly knowledgeable but also genuinely kind. His attention to detail and professionalism truly made a difference. Brian's approach made it seamless and stress-free. I left feeling confident and organized.
Start with the right next step.
You do not have to know which layer you need. That is the purpose of the Discovery Call.
Every engagement begins with a conversation.
The first step is a free Discovery Call.
Before you book a call.
Clean books. Clear picture. Confident decisions.
Book a free Discovery Call. Brian will talk through where you are and whether Kellcat is the right partner for what comes next.
Clean Books. Clear Picture. Confident Decisions.
Financial clarity for real estate investors, growing businesses, and tech-enabled startups. Clean books. Custom dashboards. Bi-weekly advisory. Accounting architecture. Where Accounting Meets Engineering.
WHAT WE BUILD
Monthly Bookkeeping
Financial Dashboards
Advisory Partnership
Fintech & Startup Accounting
Books Cleanup