Services
Know where you stand. Decide where to go.
Kellcat works like a GPS for your business, in three layers. Clean Books gives you an accurate signal, Clear Picture shows you where you are, and Confident Decisions maps the route. Start with the layer you need and add the next when you’re ready.
Your numbers, working for you.
See 10 dashboard examples by industry →
How the layers work
Each layer makes the next one possible.
Like a GPS, the three layers take you from an accurate signal, to knowing exactly where you are, to a clear route forward.
The numbers can’t drive decisions until they’re visible.
They can’t be visible until they’re right.
Clean Books
An accurate signal. The numbers are right.
Monthly bookkeeping in QuickBooks, Xero, or your current platform, reconciled, reviewed for accuracy, and tax-ready for your CPA. Includes a core dashboard, a short monthly email summary, and a 15-minute check-in call every quarter.
Clear Picture
You are here. The numbers are visible.
Custom dashboards that connect your accounting, sales, and operations data into one view. Every two weeks you get a KPI report with a short action plan, plus a monthly video walkthrough. An optional review call is available, billed hourly as needed.
Confident Decisions
Limited availabilityThe route. The numbers drive decisions.
Everything in Clear Picture, plus weekly KPI and cash reports and 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). Up to two calls a month when you want them, plus deep dives, with a quarterly KPI review to set next quarter’s targets.
Clear Picture and Confident Decisions begin with a one-time dashboard build. Books cleanup, if you need one, is a separate one-time step. See exactly what’s included in each layer below.
Layer by layer
What’s included at each layer.
Every layer rests on clean books. Kellcat can keep them for you, or your current bookkeeper can. Clear Picture and Confident Decisions add business clarity on top.
Which one fits you?
| What you get | Clean BooksLayer 1 | Clear PictureLayer 2 | Confident DecisionsLayer 3 |
|---|---|---|---|
| Your books | |||
| Monthly bookkeeping: reconciled, reviewed for accuracy, and tax-ready | + add-on | + add-on | |
| Books cleanup or catch-up, only if you need it | + one-time | + one-time | + one-time |
| One-time setup | |||
| Custom dashboard build: data audit and connections to your other software | |||
| Your Cash Map set up | |||
| Every month | |||
| Core dashboard: revenue, expenses, profit, and cash | |||
| Short email summary of what changed in your books | |||
| Custom dashboards kept current as you grow | |||
| KPI report with a short action plan (every two weeks; weekly with Confident Decisions) | |||
| Early-warning targets on your key numbers | |||
| Video walkthrough of your dashboard | |||
| Weekly KPI and cash reports, and your Cash Map’s rolling 13-week cash view, plus a quarterly revenue, cost, and profit forecast | |||
| Cash Map: a simple plan for where your money goes (taxes, owner pay, reserves, growth) | |||
| Calls | |||
| 15-minute check-in call every quarter | |||
| Optional review call to walk through your numbers, billed hourly as needed | + add-on | ||
| Up to two calls a month, scheduled when you want them, to review your cash and decide next steps, one of which becomes your quarterly KPI review | |||
+ add-on = available for an added fee. + one-time = a separate one-time step, quoted up front. Pricing is shared after your free Discovery Call.
Not sure which layer fits? Book a free Discovery Call →
Layer 1
Clean Books
An accurate signal. The numbers are right.
Clean Books is Kellcat’s monthly bookkeeping service in QuickBooks, Xero, or the platform you already use. Every month, your accounts are categorized, reconciled, and reviewed for accuracy, so you and your CPA can trust the numbers.
What you get
Monthly bookkeeping close
Every account categorized, reconciled, and reviewed for accuracy.
Core dashboard
Revenue, expenses, net profit, cash position, top categories, and month-over-month trends.
Tax-ready books
Clean records for your CPA at tax time, with reports ready for your CPA or lender whenever you need them.
Short monthly email summary
A plain-English note each month on what changed in your numbers, so you never have to dig through reports.
Quarterly check-in and support
A 15-minute call every quarter, plus email and secure portal support with replies within 1–2 business days.
Cleanup or catch-up + one-time
Behind by a few months or more? Your books are brought current first, as a separate one-time step quoted up front.
“Your books are closed. Your dashboard is updated.”
Every month, on schedule. No chasing, no guessing.
Layer 2
Clear Picture
You are here. The numbers are visible.
Answer “how are we doing?” in seconds, not an afternoon of digging through reports.
Clear Picture is built on clean books, whether Kellcat keeps them or your current bookkeeper does. Kellcat audits your business data, then designs custom dashboards around how your business actually makes money.
Depending on your business, that can include financial performance, cash flow, sales pipeline, operations, and marketing, all in one live view. No report digging, no manual math, and no waiting until month-end to find out. Your dashboard flags trouble in sales or operations early, while there’s still time to adjust.
A sample Clear Picture dashboard. Numbers shown are for illustration.
See 10 dashboard examples by industry →
What you get
One-time dashboard build
An audit of your business data, custom dashboards connected to your other software, and advisory calls to fine-tune everything.
Custom dashboards with automatic data feeds
Your accounting, sales, and operations tools feed into one live view automatically, monitored and kept current every month. No exports, no spreadsheets, no copy-paste.
Early-warning targets
Targets set for your key numbers, so anything drifting off track is flagged on your dashboard. Trouble in sales or operations shows up weeks before it reaches your bank account.
KPI report every two weeks
What your key numbers are saying, why they moved, and a short action plan for what to do next. Clean Books tells you what happened. This tells you why.
Monthly video walkthrough
A short recorded walkthrough of your dashboard each month, to watch whenever it suits you. Want to talk live? Add an optional review call, billed hourly as needed.
Bookkeeping or cleanup + add-on
Kellcat can keep your books or bring them current, or your current bookkeeper can stay on.
Layer 3
Confident DecisionsLimited availability
The route. The numbers drive decisions.
Confident Decisions is Kellcat’s cash flow advisory layer. It adds 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 up to two calls a month, plus deep dives when you need them, to everything in Clear Picture, so you see cash problems coming and steer before they hit.
It’s limited to a small number of clients at a time, so every engagement gets full attention.
What you get
Everything in Clear Picture
Custom dashboards with early-warning targets, a KPI report every two weeks, and your monthly video walkthrough.
Your Cash Map
A simple plan for where your money goes (taxes, owner pay, reserves, growth), with a rolling 13-week view of cash coming in and going out.
Weekly KPI and cash reports, plus forecasting
Where your cash is today and a rolling 13-week cash forecast, updated every week, plus a forecast of revenue, costs, and profit reviewed each quarter.
Up to two calls a month
Up to two calls a month, scheduled when you want them, to review your cash and decide next steps on pricing, hiring, your next property, or other big moves.
Quarterly KPI review
Once a quarter, one of your calls becomes a KPI review to adjust the plan and set next quarter’s targets.
Bookkeeping or cleanup + add-on
Kellcat can keep your books or bring them current, or your current bookkeeper can stay on.
“Kellcat brings the numbers and the insight. You make the call.”
Kellcat provides clarity and direction, not tax advice or guaranteed outcomes: clean numbers, live dashboards, and a partner who watches your business with you every month.
What happens when you say yes.
Changing who handles your numbers can feel like a big project. It doesn't have to be. Here is exactly what happens, step by step, and what Kellcat needs from you along the way.
See your numbers first
Start with a 30-minute Discovery Call, or a free Books & Numbers Review: an accuracy check of your books plus your top six numbers in a live dashboard, walked through on a results call.
From you: 30 minutes, and read-only access to your books if you choose the review.
A written proposal, with no surprises
Within a week of your call, you get a written proposal: the layer that fits, what's included, what isn't, the one-time build fee if there is one, and your monthly fee. Cleanup is quoted separately and up front.
Nothing starts until you sign. If something comes up outside the scope later, it's discussed and agreed in writing first.
Every engagement starts with the same kickoff: a short call and a checklist in your client portal. You invite Kellcat as your accountant in QuickBooks or Xero, so you never share a password. From there, you take one of two paths.
Clean Books
Monthly bookkeeping, a core dashboard, a short monthly summary, and a quarterly check-in call. Best when you want accurate books and your key numbers in one place, fast.
-
First
Cleanup or setup
Accounts reconciled, categories fixed, and anything behind brought current. If you're starting fresh, your books are set up right from day one.
-
Right after
Your core dashboard goes live
Once the books are clean, your core bookkeeping dashboard is set up quickly, so you can see your key numbers without opening a report.
-
Every month
Books closed, plus a monthly summary
Monthly bookkeeping and reconciliation, your dashboard updated as each month closes, a short email summary on what your core numbers are telling you, and a 15-minute check-in call every quarter.
From you: about an hour at kickoff, then quick answers about transactions only you can explain and a few minutes to read your monthly summary.
Clear Picture & Confident Decisions
A 90-day dashboard build with advisory. Best when you want to see what drives your profit, and, with Confident Decisions, steer your cash before problems hit.
-
Days 1 to 90
Build and advise
An audit of your data and custom dashboards that connect the tools you already use, with advisory sessions along the way. Confident Decisions adds your Cash Map and forecasts. You review it together and it's fine-tuned to how you actually run the business.
-
After day 90
Dashboard maintenance
Your dashboards stay accurate and grow with you: new metrics added and data feeds kept current as the business changes.
-
Every month
Reports, video, and calls
A KPI report every two weeks with a short action plan, and a monthly video walkthrough of your dashboard. Confident Decisions makes that KPI report weekly and adds a weekly cash report, your 13-week Cash Map, and up to two calls a month. On Clear Picture, an optional review call is available, billed hourly as needed.
From you: read-only access to your other tools, plus a few review sessions during the build.
The questions people ask before switching
Straight answers, before you book anything.
Do I have to change my software?
No. Kellcat works in QuickBooks, Xero, or Puzzle and connects the sales, booking, and operations tools you already use.
Do I have to replace my bookkeeper or CPA?
No. Path 2 works with your current bookkeeper. Your CPA keeps doing your taxes and gets cleaner books to work from.
Will I have to explain everything from scratch?
No. Your books are reviewed before work starts, so the first conversation is about what was found and what to fix first, not a lecture on your industry.
Who will I actually work with?
People who already know your business, from the first call through every monthly review. Every monthly close is reviewed before it reaches you, so you never get numbers nobody has checked.
How do we stay in touch?
Email or your client portal, with replies within 1 to 2 business days, Monday through Friday. Clean Books includes a 15-minute check-in call every quarter, Clear Picture includes a monthly video walkthrough, and Confident Decisions lets you schedule up to two calls a month, plus deep dives.
What if I decide to leave?
Your books, dashboards, and data belong to your business. If you move on, everything stays with you and Kellcat helps with a smooth handoff.
The first step is free and comes with no commitment. Talk it through on a Discovery Call, or see what's really in your books with a free Books & Numbers Review.
Also available
Tech & Startup Accounting
Building on Stripe, Puzzle, or Mercury? Kellcat designs the accounting setup your engineering team builds to: chart of accounts, journal entry framework, and revenue recognition (ASC 606), scoped as a flat-fee project. After launch, the same three layers keep your books, dashboards, and decisions on track.
What clients are saying.
Excerpts from real client reviews on Google and QuickBooks ProAdvisor.
What the work looks like, by kind of business.
Each portfolio is 5 to 7 pages and focused on one kind of business. Pick the one that sounds like yours.
Clean books and a clear picture
The Books & Numbers Review, client results, and how clear numbers lead to better decisions for owners and investors.
Your business on one screen
Databox, Klipfolio and Google Sheets dashboards, plus the 5-Point Audit that turns monthly numbers into decisions.
Accounting designed before the first transaction
Stripe Connect, Puzzle and Mercury, with platform fees booked as revenue and provider money held as a liability.
Not sure where to start?
Start with the right next step.
You don’t need to know which layer fits before you reach out. Most people start with one of these two free options.
Free · 30 minutes
Discovery Call
Talk through where your finances stand and get a clear recommendation. That might be a layer, a Books & Numbers Review, or a cleanup plan first.
Book a Discovery CallFree · Limited to 5 each month
Free Books & Numbers Review
An accuracy check of your books, your top 6 numbers in a live dashboard, and a 30-minute results call with a clear plan for what to fix first.
Get a Free Books & Numbers ReviewNot ready to talk yet? Take the free Financial Clarity Check →orget organized on your own with a Financial Starter Kit (from $97) →
Books behind or messy? See how QuickBooks cleanup works →
Do it yourself, get help getting started, or hand it off.
Every path uses the same categories, checks and numbers Kellcat uses with clients, so moving up later is easy.
Financial Starter Kits
A tracker and field guide built by a bookkeeper, for owners who want to keep their own numbers for now.
- For short-term rentals, long-term rentals and BRRRR, fix-and-flip, and small businesses
- Profit, break-even and KPIs every month
- Real estate bundle: three kits for $197
Help getting set up
Work through your numbers with Brian, or have him set up QuickBooks Online or Xero for you.
- Kit + Kickstart Call ($247): set up the tracker with your own numbers
- Financial Clarity Call ($197): review what your numbers are telling you and what to do next
- Kellcat Books Setup ($497, real estate $797): QuickBooks Online or Xero set up right, with a recorded training call
Monthly bookkeeping and advice
Clean books every month, a live dashboard of your numbers, and advice when you want it, with every report reviewed by Brian.
- Clean Books: monthly bookkeeping and a short summary
- Clear Picture: live dashboards and KPI reports
- Confident Decisions: cash flow advisory and your Cash Map
Common questions
Before you book a call.
No. Kellcat handles bookkeeping, dashboards, and financial clarity. Your CPA handles tax filing and tax advice. Clear lanes mean your CPA gets cleaner numbers and nothing falls through the cracks.
No. Both work with your current bookkeeper, at a lower price than with bookkeeping included. If you’d rather hand the books over, Kellcat can take on your bookkeeping as an add-on.
Yes. Messy books are a common starting point. Kellcat may recommend a free Books & Numbers Review or a cleanup first, because clean books are the foundation everything else depends on. Cleanup is a separate one-time step, quoted up front.
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 free Books & Numbers Review shows what your system is getting wrong and how to fix the rules behind it. If you’d rather not manage it yourself, Clean Books puts an experienced bookkeeper back in charge of your books each month.
QuickBooks Online is the most common, and Kellcat also works with Xero and Puzzle. Already set up? Kellcat works with what you have. Not set up yet? You’ll get a recommendation that fits your business.
Pricing depends on your transaction volume, data sources, and goals, so a one-size price wouldn’t be accurate. You’ll get a clear quote after your free Discovery Call, with no obligation.
Clean Books can start once your proposal is signed and access to your accounts is set up. Clear Picture and Confident Decisions begin with a one-time dashboard build, and your timeline is set during your proposal based on your data sources.
Monthly services are designed as ongoing partnerships, not one-off projects. The contract terms are walked through with you before you commit to anything.
Replies within 1–2 business days, Monday through Friday, by email or through your client portal. On top of that, Clean Books includes a 15-minute check-in call every quarter, Clear Picture includes 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.
The Clean Books summary is a short monthly note on 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.
Real estate investors, including short-term rental operators, flippers, and landlords, and growing businesses such as e-commerce brands, contractors, restaurants, and local service businesses. Not sure you’re a fit? The Discovery Call will give you an honest answer.
Littleton, Colorado. Kellcat serves the south Denver metro and clients nationwide. Most work happens through video calls, email, and a secure client portal.
Quick answers
Common questions
What's the difference between bookkeeping and advisory?
Bookkeeping records what happened: every transaction categorized, every account reconciled and reports you can trust. Advisory uses those numbers to decide what to do next: which offers make money, where the cash is going and what the next few months look like. At Kellcat, Clean Books is the bookkeeping layer, and Clear Picture and Confident Decisions add the analysis and advisory on top.
- Advice is only as good as the books under it, so advisory at Kellcat always starts from clean, reconciled books.
- Kellcat does not prepare tax returns or give tax advice; it works alongside your CPA.
Book a free Discovery Call to find the right layer.
Can a bookkeeper set up QuickBooks Online for me?
Yes. Kellcat Books Setup is a one-time project, from $497 ($797 for real estate investors), that sets up QuickBooks Online or Xero with your accounts connected, a chart of accounts that fits your business and bank rules, then trains you on a recorded call. If an existing file is badly out of date, a books cleanup comes first.
- Setup is done by a QuickBooks Certified Advanced ProAdvisor.
- After setup you can keep the books yourself or move to monthly bookkeeping.
General information, not tax or legal advice.
Ready to start?
Every engagement begins with a conversation.
The first step is a free, 30-minute Discovery Call. You’ll leave with an honest recommendation, whether that’s one of the three layers, a cleanup first, or waiting until the timing is right.
Book a Free Discovery CallPrefer to write first? Send a message →
Not ready to talk yet? Take the Financial Clarity Check →
Based in Littleton, Colorado, serving Highlands Ranch, Centennial, Parker, the south Denver metro, and clients nationwide. View service areas →
Kellcat does not provide tax advice; tax questions are referred to your CPA. Kellcat provides financial structure and insight, and you remain the decision-maker. Business outcomes are not guaranteed.
Services
Know where you stand. Decide where to go.
Kellcat works like a GPS for your business, in three layers. Clean Books gives you an accurate signal, Clear Picture shows you where you are, and Confident Decisions maps the route. Start with the layer you need and add the next when you’re ready.
Book a Free Discovery Call
Your numbers, working for you.
See 10 dashboard examples by industry →
How the layers work
Each layer makes the next one possible.
Like a GPS, the three layers take you from an accurate signal, to knowing exactly where you are, to a clear route forward.
The numbers can’t drive decisions until they’re visible. They can’t be visible until they’re right.
Clean Books
An accurate signal. The numbers are right.
Monthly bookkeeping in QuickBooks, Xero, or your current platform, reconciled, reviewed for accuracy, and tax-ready for your CPA. Includes a core dashboard, a short monthly email summary, and a 15-minute check-in call every quarter.
Clear Picture
You are here. The numbers are visible.
Custom dashboards that connect your accounting, sales, and operations data into one view. Every two weeks you get a KPI report with a short action plan, plus a monthly video walkthrough. An optional review call is available, billed hourly as needed.
Confident Decisions
The route. The numbers drive decisions.
Everything in Clear Picture, plus weekly KPI and cash reports and 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). Up to two calls a month when you want them, plus deep dives, with a quarterly KPI review to set next quarter’s targets.
Clear Picture and Confident Decisions begin with a one-time dashboard build. Books cleanup, if you need one, is a separate one-time step. See exactly what’s included in each layer below.
Layer by layer
What’s included at each layer.
Every layer rests on clean books. Kellcat can keep them for you, or your current bookkeeper can. Clear Picture and Confident Decisions add business clarity on top.
Which one fits you?
Your books are behind, or you need a bookkeeper
You’re catching up on months of transactions, dreading tax season, or doing the books yourself late at night.
→ Clean Books
Your books are handled, but you can’t see how the business is really doing
You’re making money but not sure where it goes, or pulling reports from three tools to answer one question.
→ Clear Picture
You want to see cash problems coming, not find out after the cash is gone
You’re weighing a hire, a price change, or your next property and want a Cash Map to steer by.
→ Confident Decisions
Layer 1
Clean Books
Included
- Monthly bookkeeping: reconciled, reviewed for accuracy, and tax-ready
- Core dashboard: revenue, expenses, profit, and cash
- Short monthly email summary of what changed in your books
- 15-minute check-in call every quarter
Available if you need it
- Books cleanup or catch-up (one-time, only if you need it)
Layer 2
Clear Picture
Included
- One-time build: data audit and custom dashboards connected to your other software
- Core and custom dashboards, kept current as you grow
- Early-warning targets on your key numbers
- KPI report every two weeks, with a short action plan
- Monthly video walkthrough of your dashboard
Available as an add-on
- Optional review call, billed hourly as needed
- Monthly bookkeeping
- Books cleanup or catch-up (one-time)
Layer 3
Confident Decisions
Included
- Everything in Clear Picture, including the one-time build
- Your Cash Map: a simple plan for where your money goes (taxes, owner pay, reserves, growth)
- Weekly KPI and cash reports, and your Cash Map’s rolling 13-week cash view, plus a quarterly revenue, cost, and profit forecast
- Up to two calls a month, scheduled when you want them, to review your cash and decide next steps
- Quarterly KPI review (takes the place of one call that month)
Available as an add-on
- Monthly bookkeeping
- Books cleanup or catch-up (one-time)
Add-ons are available for an added fee, and cleanup is a separate one-time step. Pricing is shared after your free Discovery Call.
Not sure which layer fits? Book a free Discovery Call →
Layer 1
Clean Books
An accurate signal. The numbers are right.
Clean Books is Kellcat’s monthly bookkeeping service in QuickBooks, Xero, or the platform you already use. Every month, your accounts are categorized, reconciled, and reviewed for accuracy, so you and your CPA can trust the numbers.
What you get
Monthly bookkeeping close
Every account categorized, reconciled, and reviewed for accuracy.
Core dashboard
Revenue, expenses, net profit, cash position, top categories, and month-over-month trends.
Tax-ready books
Clean records for your CPA at tax time, with reports ready for your CPA or lender whenever you need them.
Short monthly email summary
A plain-English note each month on what changed in your numbers, so you never have to dig through reports.
Quarterly check-in and support
A 15-minute call every quarter, plus email and secure portal support with replies within 1–2 business days.
Cleanup or catch-up + one-time
Behind by a few months or more? Your books are brought current first, as a separate one-time step quoted up front.
“Your books are closed. Your dashboard is updated.”
Every month, on schedule. No chasing, no guessing.
Layer 2
Clear Picture
You are here. The numbers are visible.
Answer “how are we doing?” in seconds, not an afternoon of digging through reports.
Clear Picture is built on clean books, whether Kellcat keeps them or your current bookkeeper does. Kellcat audits your business data, then designs custom dashboards around how your business actually makes money.
Depending on your business, that can include financial performance, cash flow, sales pipeline, operations, and marketing, all in one live view. No report digging, no manual math, and no waiting until month-end to find out. Your dashboard flags trouble in sales or operations early, while there’s still time to adjust.
A sample Clear Picture dashboard. Numbers shown are for illustration.
See 10 dashboard examples by industry →
What you get
One-time dashboard build
An audit of your business data, custom dashboards connected to your other software, and advisory calls to fine-tune everything.
Custom dashboards with automatic data feeds
Your accounting, sales, and operations tools feed into one live view automatically, monitored and kept current every month. No exports, no spreadsheets, no copy-paste.
Early-warning targets
Targets set for your key numbers, so anything drifting off track is flagged on your dashboard. Trouble in sales or operations shows up weeks before it reaches your bank account.
KPI report every two weeks
What your key numbers are saying, why they moved, and a short action plan for what to do next. Clean Books tells you what happened. This tells you why.
Monthly video walkthrough
A short recorded walkthrough of your dashboard each month, to watch whenever it suits you. Want to talk live? Add an optional review call, billed hourly as needed.
Bookkeeping or cleanup + add-on
Kellcat can keep your books or bring them current, or your current bookkeeper can stay on.
Layer 3
Confident Decisions
The route. The numbers drive decisions.
Limited availabilityConfident Decisions is Kellcat’s cash flow advisory layer. It adds 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 up to two calls a month, plus deep dives when you need them, to everything in Clear Picture, so you see cash problems coming and steer before they hit.
It’s limited to a small number of clients at a time, so every engagement gets full attention.
What you get
Everything in Clear Picture
Custom dashboards with early-warning targets, a KPI report every two weeks, and your monthly video walkthrough.
Your Cash Map
A simple plan for where your money goes (taxes, owner pay, reserves, growth), with a rolling 13-week view of cash coming in and going out.
Weekly KPI and cash reports, plus forecasting
Where your cash is today and a rolling 13-week cash forecast, updated every week, plus a forecast of revenue, costs, and profit reviewed each quarter.
Up to two calls a month
Up to two calls a month, scheduled when you want them, to review your cash and decide next steps on pricing, hiring, your next property, or other big moves.
Quarterly KPI review
Once a quarter, one of your calls becomes a KPI review to adjust the plan and set next quarter’s targets.
Bookkeeping or cleanup + add-on
Kellcat can keep your books or bring them current, or your current bookkeeper can stay on.
“Kellcat brings the numbers and the insight. You make the call.”
Kellcat provides clarity and direction, not tax advice or guaranteed outcomes: clean numbers, live dashboards, and a partner who watches your business with you every month.
What happens when you say yes.
Changing who handles your numbers can feel like a big project. It doesn't have to be. Here is exactly what happens, step by step, and what Kellcat needs from you along the way.
See your numbers first
Start with a 30-minute Discovery Call, or a free Books & Numbers Review: an accuracy check of your books plus your top six numbers in a live dashboard, walked through on a results call.
From you: 30 minutes, and read-only access to your books if you choose the review.
A written proposal, with no surprises
Within a week of your call, you get a written proposal: the layer that fits, what's included, what isn't, the one-time build fee if there is one, and your monthly fee. Cleanup is quoted separately and up front.
Nothing starts until you sign. If something comes up outside the scope later, it's discussed and agreed in writing first.
Every engagement starts with the same kickoff: a short call and a checklist in your client portal. You invite Kellcat as your accountant in QuickBooks or Xero, so you never share a password. From there, you take one of two paths.
Clean Books
Monthly bookkeeping, a core dashboard, a short monthly summary, and a quarterly check-in call. Best when you want accurate books and your key numbers in one place, fast.
-
First
Cleanup or setup
Accounts reconciled, categories fixed, and anything behind brought current. If you're starting fresh, your books are set up right from day one.
-
Right after
Your core dashboard goes live
Once the books are clean, your core bookkeeping dashboard is set up quickly, so you can see your key numbers without opening a report.
-
Every month
Books closed, plus a monthly summary
Monthly bookkeeping and reconciliation, your dashboard updated as each month closes, a short email summary on what your core numbers are telling you, and a 15-minute check-in call every quarter.
From you: about an hour at kickoff, then quick answers about transactions only you can explain and a few minutes to read your monthly summary.
Clear Picture & Confident Decisions
A 90-day dashboard build with advisory. Best when you want to see what drives your profit, and, with Confident Decisions, steer your cash before problems hit.
-
Days 1 to 90
Build and advise
An audit of your data and custom dashboards that connect the tools you already use, with advisory sessions along the way. Confident Decisions adds your Cash Map and forecasts. You review it together and it's fine-tuned to how you actually run the business.
-
After day 90
Dashboard maintenance
Your dashboards stay accurate and grow with you: new metrics added and data feeds kept current as the business changes.
-
Every month
Reports, video, and calls
A KPI report every two weeks with a short action plan, and a monthly video walkthrough of your dashboard. Confident Decisions makes that KPI report weekly and adds a weekly cash report, your 13-week Cash Map, and up to two calls a month. On Clear Picture, an optional review call is available, billed hourly as needed.
From you: read-only access to your other tools, plus a few review sessions during the build.
The questions people ask before switching
Straight answers, before you book anything.
Do I have to change my software?
No. Kellcat works in QuickBooks, Xero, or Puzzle and connects the sales, booking, and operations tools you already use.
Do I have to replace my bookkeeper or CPA?
No. Path 2 works with your current bookkeeper. Your CPA keeps doing your taxes and gets cleaner books to work from.
Will I have to explain everything from scratch?
No. Your books are reviewed before work starts, so the first conversation is about what was found and what to fix first, not a lecture on your industry.
Who will I actually work with?
People who already know your business, from the first call through every monthly review. Every monthly close is reviewed before it reaches you, so you never get numbers nobody has checked.
How do we stay in touch?
Email or your client portal, with replies within 1 to 2 business days, Monday through Friday. Clean Books includes a 15-minute check-in call every quarter, Clear Picture includes a monthly video walkthrough, and Confident Decisions lets you schedule up to two calls a month, plus deep dives.
What if I decide to leave?
Your books, dashboards, and data belong to your business. If you move on, everything stays with you and Kellcat helps with a smooth handoff.
The first step is free and comes with no commitment. Talk it through on a Discovery Call, or see what's really in your books with a free Books & Numbers Review.
Also available
Tech & Startup Accounting
Building on Stripe, Puzzle, or Mercury? Kellcat designs the accounting setup your engineering team builds to: chart of accounts, journal entry framework, and revenue recognition (ASC 606), scoped as a flat-fee project. After launch, the same three layers keep your books, dashboards, and decisions on track.
See Tech & Startup Accounting →What clients are saying.
Excerpts from real client reviews on Google and QuickBooks ProAdvisor.
My books were a complete disaster. Brian from Kellcat helped me clean them up and 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.
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. He is absolutely a pleasure to work with and is always available when I need him.
I recently had the pleasure of working with Brian for bookkeeping services for my Denver based business. 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.
Swipe to see more →
What the work looks like, by kind of business.
Each portfolio is 5 to 7 pages and focused on one kind of business. Pick the one that sounds like yours.
Clean books and a clear picture
The Books & Numbers Review, client results, and how clear numbers lead to better decisions for owners and investors.
Your business on one screen
Databox, Klipfolio and Google Sheets dashboards, plus the 5-Point Audit that turns monthly numbers into decisions.
Accounting designed before the first transaction
Stripe Connect, Puzzle and Mercury, with platform fees booked as revenue and provider money held as a liability.
Not sure where to start?
Start with the right next step.
You don’t need to know which layer fits before you reach out. Most people start with one of these two free options.
Free · 30 minutes
Discovery Call
Talk through where your finances stand and get a clear recommendation. That might be a layer, a Books & Numbers Review, or a cleanup plan first.
Book a Discovery CallFree · Limited to 5 each month
Free Books & Numbers Review
An accuracy check of your books, your top 6 numbers in a live dashboard, and a 30-minute results call with a clear plan for what to fix first.
Get My Free ReviewNot ready to talk yet?
Take the free Financial Clarity Check →
or get a Financial Starter Kit (from $97) →
Books behind or messy?
See how QuickBooks cleanup works →
Do it yourself, get help getting started, or hand it off.
Every path uses the same categories, checks and numbers Kellcat uses with clients, so moving up later is easy.
Financial Starter Kits
A tracker and field guide built by a bookkeeper, for owners who want to keep their own numbers for now.
- For short-term rentals, long-term rentals and BRRRR, fix-and-flip, and small businesses
- Profit, break-even and KPIs every month
- Real estate bundle: three kits for $197
Help getting set up
Work through your numbers with Brian, or have him set up QuickBooks Online or Xero for you.
- Kit + Kickstart Call ($247): set up the tracker with your own numbers
- Financial Clarity Call ($197): review what your numbers are telling you and what to do next
- Kellcat Books Setup ($497, real estate $797): QuickBooks Online or Xero set up right, with a recorded training call
Monthly bookkeeping and advice
Clean books every month, a live dashboard of your numbers, and advice when you want it, with every report reviewed by Brian.
- Clean Books: monthly bookkeeping and a short summary
- Clear Picture: live dashboards and KPI reports
- Confident Decisions: cash flow advisory and your Cash Map
Common questions
Before you book a call.
No. Kellcat handles bookkeeping, dashboards, and financial clarity. Your CPA handles tax filing and tax advice. Clear lanes mean your CPA gets cleaner numbers and nothing falls through the cracks.
No. Both work with your current bookkeeper, at a lower price than with bookkeeping included. If you’d rather hand the books over, Kellcat can take on your bookkeeping as an add-on.
Yes. Messy books are a common starting point. Kellcat may recommend a free Books & Numbers Review or a cleanup first, because clean books are the foundation everything else depends on. Cleanup is a separate one-time step, quoted up front.
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 free Books & Numbers Review shows what your system is getting wrong and how to fix the rules behind it. If you’d rather not manage it yourself, Clean Books puts an experienced bookkeeper back in charge of your books each month.
QuickBooks Online is the most common, and Kellcat also works with Xero and Puzzle. Already set up? Kellcat works with what you have. Not set up yet? You’ll get a recommendation that fits your business.
Pricing depends on your transaction volume, data sources, and goals, so a one-size price wouldn’t be accurate. You’ll get a clear quote after your free Discovery Call, with no obligation.
Clean Books can start once your proposal is signed and access to your accounts is set up. Clear Picture and Confident Decisions begin with a one-time dashboard build, and your timeline is set during your proposal based on your data sources.
Monthly services are designed as ongoing partnerships, not one-off projects. The contract terms are walked through with you before you commit to anything.
Replies within 1–2 business days, Monday through Friday, by email or through your client portal. On top of that, Clean Books includes a 15-minute check-in call every quarter, Clear Picture includes 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.
The Clean Books summary is a short monthly note on 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.
Real estate investors, including short-term rental operators, flippers, and landlords, and growing businesses such as e-commerce brands, contractors, restaurants, and local service businesses. Not sure you’re a fit? The Discovery Call will give you an honest answer.
Littleton, Colorado. Kellcat serves the south Denver metro and clients nationwide. Most work happens through video calls, email, and a secure client portal.
Quick answers
Common questions
What's the difference between bookkeeping and advisory?
Bookkeeping records what happened: every transaction categorized, every account reconciled and reports you can trust. Advisory uses those numbers to decide what to do next: which offers make money, where the cash is going and what the next few months look like. At Kellcat, Clean Books is the bookkeeping layer, and Clear Picture and Confident Decisions add the analysis and advisory on top.
- Advice is only as good as the books under it, so advisory at Kellcat always starts from clean, reconciled books.
- Kellcat does not prepare tax returns or give tax advice; it works alongside your CPA.
Book a free Discovery Call to find the right layer.
Can a bookkeeper set up QuickBooks Online for me?
Yes. Kellcat Books Setup is a one-time project, from $497 ($797 for real estate investors), that sets up QuickBooks Online or Xero with your accounts connected, a chart of accounts that fits your business and bank rules, then trains you on a recorded call. If an existing file is badly out of date, a books cleanup comes first.
- Setup is done by a QuickBooks Certified Advanced ProAdvisor.
- After setup you can keep the books yourself or move to monthly bookkeeping.
General information, not tax or legal advice.
Ready to start?
Every engagement begins with a conversation.
The first step is a free, 30-minute Discovery Call. You’ll leave with an honest recommendation, whether that’s one of the three layers, a cleanup first, or waiting until the timing is right.
Book a Free Discovery CallPrefer to write first? Send a message →
Not ready to talk yet? Take the Financial Clarity Check →
Based in Littleton, Colorado, serving Highlands Ranch, Centennial, Parker, the south Denver metro, and clients nationwide. View service areas →
Kellcat does not provide tax advice; tax questions are referred to your CPA. Kellcat provides financial structure and insight, and you remain the decision-maker. Business outcomes are not guaranteed.