Bookkeeping · Dashboards · Financial Advisory
You’re making money. You still can’t tell where it’s going.
That’s not a bookkeeping problem. It’s a system problem. Kellcat builds the foundation underneath your numbers — clean monthly books, a dashboard that shows what actually matters, and advisory support when the decisions get bigger than spreadsheets.
This is what running your business with Kellcat looks like — your numbers, working for you.
If any of this sounds familiar
The signs your books are technically fine — but your system isn’t.
Most of the business owners I work with already have something in place. A bookkeeper. A spreadsheet. A QuickBooks account someone set up two years ago. The books aren’t necessarily wrong. The system around them is. Here’s what that usually looks like.
You get a monthly report, but you couldn’t actually explain what’s in it.
Your QuickBooks shows one number. Your bank account shows a different one. Neither matches what you thought you had.
You make business decisions by checking the bank balance — because that’s the only number you actually trust.
Cash flow feels unpredictable. Not because the business is bad, but because nothing is showing you the pattern.
You have a bookkeeper, but you’re still the one figuring out what the numbers mean.
Tax season feels like an emergency every year, even when you know it’s coming.
How many of these sound familiar?
The free Financial System Health Check turns these gut feelings into specific scores — so you know exactly where the gaps are and what to fix first.
Take the Free Health Check →Find your starting point
Three doors. Pick the one that fits.
No two businesses arrive at the same place. Some want a quick read on where they stand. Some want a real conversation. Some want to roll up their sleeves and start on their own. Pick the door that matches where you are right now.
Health Check
I want to know where I stand.
Take the free Financial System Health Check. It’s a short assessment that scores your business across four areas — clean books, financial clarity, working systems, and decision confidence. You’ll get a personalized report in your inbox with specific next steps based on your results.
Take the Health CheckDiscovery Call
I want to talk to someone.
Book a 30-minute discovery call. We’ll walk through your current setup, what’s working, what’s not, and what the right path forward looks like for your business. No pressure, no pitch — just a clear conversation.
Book a Discovery CallStarter Kit
I want to start on my own.
Grab a Financial Starter Kit. Self-paced resources designed to help you organize your books and understand your numbers without hiring anyone yet. Built for business owners, not accountants.
Browse the Kits
The foundation everything else builds on
If you don’t trust your books, you can’t trust any decision built on them.
This is the starting point. If your books aren’t accurate and current, nothing built on top of them will hold. A dashboard built on messy data shows you the wrong picture. Advisory built on guesswork is just guessing with extra steps. Monthly bookkeeping handles the foundational work — categorization, reconciliation, statements delivered on schedule, plus a basic KPI summary that highlights the handful of numbers that actually matter for your business.
Start here if
- Your books are behind, or you’re not sure they’re right
- You’re flying blind between tax filings
- You want to stop dreading the question “how’s the business doing financially?”
What’s included
- Monthly categorization and bank reconciliation
- Profit and loss, balance sheet, and cash flow statements
- A basic KPI summary built around your business
- Ongoing communication so you’re never left wondering
Beyond the basics
Clean books answered what happened. Now you need to know what to do.
Once your books are accurate, the question shifts. Most business owners stop here and wonder why the financial picture still feels foggy — they have clean data but no way to use it. A dashboard solves that. Not a generic template. A custom-built view designed around the metrics that actually drive your business — the numbers you’d glance at to know whether to hire, expand, or hold.
Start here if
- Your books are clean but you still can’t see how the business is performing
- You want to track patterns, not just past activity
- “Checking the bank account” is still your main decision tool
- You’re making bigger decisions and you want the picture first
What’s included
- Everything in Monthly Bookkeeping
- A custom-designed KPI dashboard tailored to your business
- Detailed financial reporting beyond standard statements
- Regular check-in calls to walk through your numbers together
Brian Kelly — your advisor.
A financial partner, not just a bookkeeper
When the decisions get bigger than spreadsheets, you need someone in your corner.
Once your books are clean and your dashboard is showing you the picture, the question shifts again — from what should I do this month? to what should I be doing twelve months from now? Hiring decisions. Cash flow forecasting. Whether to expand, hold, or reposition. The kind of thinking that’s hard to do alone, especially when you’re also running the business. Advisory is the partnership tier. Not reactive accounting. A real seat at the table when you’re thinking through what’s next.
Start here if
- You want someone in your corner who understands the numbers and the business
- You’re making bigger decisions and you don’t want to make them alone
- You want financial guidance looking forward, not just reporting backward
- You’re ready to treat your finances as a strategic function
What’s included
- Full bookkeeping and custom dashboard services
- Scheduled advisory calls
- Cash flow forecasting and planning
- Profitability analysis and strategic guidance tailored to your goals
When you need to solve a specific problem
Sometimes you just need to know where things stand.
Accounting Diagnostic Review
A focused review of your current books and financial setup. We go through your QuickBooks, identify what’s accurate, what’s broken, and what needs attention first. You walk away with a clear, prioritized list of what to fix and why.
$150 – $300
Business Assessment
A full evaluation of your financial systems, operations, and reporting infrastructure. Goes deeper than a diagnostic — this looks at how your business handles money at every level. You receive a detailed action plan for building the financial infrastructure your business actually needs.
$497 – $997
Books Cleanup & Catch-Up
Months behind on your books? It happens more than you’d think. We get everything reconciled, categorized, and current so you can stop dreading tax season and start making decisions based on real numbers instead of estimates.
$1,000 – $5,000+ depending on scope
Not sure which one fits? Start with the Health Check or book a discovery call.
Start on your own
When you’re not ready for a full engagement, start here.
Not every business owner needs a bookkeeper right now. Some just need the right tools and a clear framework to get the foundation in place. That’s what these kits are for.
Each kit walks you through one specific aspect of your financial setup — organizing your chart of accounts, understanding your cash flow basics, setting up tracking systems — in plain language, even if you’ve never opened QuickBooks before.
Starting at $97
Browse the Kits
Questions answered before you book
A few things worth knowing.
The questions that come up most often before someone books a Discovery Call. If yours isn’t here, the call is the right place to ask it.
How does pricing actually work? Why is everything custom-quoted?
What if my books are a mess?
Do I have to use QuickBooks?
What kind of businesses do you work with?
How do I know which service is right for me?
Simple by design
Three steps. No surprises.
Get clarity on where you stand.
Take the free Health Check or book a discovery call. Either way, the goal is the same — understand your current situation so we can recommend the right path forward.
Get a plan that fits.
After we understand where you are, we scope a solution that fits your business, your budget, and your goals. You receive a clear proposal with transparent pricing. No hidden fees. No surprises.
Get moving.
Once you say yes, we handle the onboarding. We set up your systems, get your accounts connected, and start delivering clean books and clear reporting from day one. You’ll always know exactly what’s happening and what to expect.
Real numbers. Real clarity. A real conversation.
Whether you need a full bookkeeping solution or just want an honest assessment of where things stand, the first step is the same — find out where you actually are today.
This is what running your business with Kellcat looks like — your numbers, working for you.
Bookkeeping · Dashboards · Advisory
You’re making money. You still can’t tell where it’s going.
That’s not a bookkeeping problem. It’s a system problem. Kellcat builds the foundation underneath your numbers — clean monthly books, a dashboard that shows what matters, and advisory support when the decisions get bigger than spreadsheets.
If this sounds familiar
The signs your books are technically fine — but your system isn’t.
Most of the business owners I work with already have something in place. A bookkeeper. A spreadsheet. A QuickBooks account from two years ago. The books aren’t necessarily wrong. The system around them is.
You get a monthly report, but you couldn’t actually explain what’s in it.
Your QuickBooks shows one number. Your bank account shows a different one. Neither matches what you thought you had.
You make business decisions by checking the bank balance — because that’s the only number you actually trust.
Cash flow feels unpredictable. Not because the business is bad, but because nothing is showing you the pattern.
You have a bookkeeper, but you’re still the one figuring out what the numbers mean.
Tax season feels like an emergency every year, even when you know it’s coming.
How many of these sound familiar?
The free Financial System Health Check turns these gut feelings into specific scores — so you know exactly where the gaps are and what to fix first.
Take the Free Health Check →Find your starting point
Three doors. Pick the one that fits.
No two businesses arrive at the same place. Some want a quick read on where they stand. Some want a real conversation. Some want to roll up their sleeves and start on their own. Pick the door that matches where you are right now.
Health Check
I want to know where I stand.
Take the free Financial System Health Check. It’s a short assessment that scores your business across four areas — clean books, financial clarity, working systems, and decision confidence. You’ll get a personalized report in your inbox with specific next steps based on your results.
Take the Health CheckDiscovery Call
I want to talk to someone.
Book a 30-minute discovery call. We’ll walk through your current setup, what’s working, what’s not, and what the right path forward looks like for your business. No pressure, no pitch — just a clear conversation.
Book a Discovery CallStarter Kit
I want to start on my own.
Grab a Financial Starter Kit. Self-paced resources designed to help you organize your books and understand your numbers without hiring anyone yet. Built for business owners, not accountants.
Browse the Kits
The foundation everything else builds on
If you don’t trust your books, you can’t trust any decision built on them.
This is the starting point. If your books aren’t accurate and current, nothing built on top of them will hold. A dashboard built on messy data shows you the wrong picture. Advisory built on guesswork is just guessing with extra steps. Monthly bookkeeping handles the foundational work — categorization, reconciliation, statements delivered on schedule, plus a basic KPI summary built around your business.
Start here if
- Your books are behind, or you’re not sure they’re right
- You’re flying blind between tax filings
- You want to stop dreading the question “how’s the business doing financially?”
What’s included
- Monthly categorization and bank reconciliation
- Profit and loss, balance sheet, and cash flow statements
- A basic KPI summary built around your business
- Ongoing communication so you’re never left wondering
Beyond the basics
Clean books answered what happened. Now you need to know what to do.
Once your books are accurate, the question shifts. Most business owners stop here and wonder why the financial picture still feels foggy — they have clean data but no way to use it. A dashboard solves that. Not a generic template. A custom-built view designed around the metrics that drive your business.
Start here if
- Your books are clean but you still can’t see how the business is performing
- You want to track patterns, not just past activity
- “Checking the bank account” is still your main decision tool
- You’re making bigger decisions and you want the picture first
What’s included
- Everything in Monthly Bookkeeping
- A custom-designed KPI dashboard tailored to your business
- Detailed financial reporting beyond standard statements
- Regular check-in calls to walk through your numbers together
Brian Kelly — your advisor.
A financial partner, not just a bookkeeper
When the decisions get bigger than spreadsheets, you need someone in your corner.
Once your books are clean and your dashboard is showing you the picture, the question shifts again — from what should I do this month? to what should I be doing twelve months from now? Hiring decisions. Cash flow forecasting. Whether to expand, hold, or reposition. Advisory is the partnership tier — a real seat at the table when you’re thinking through what’s next.
Start here if
- You want someone in your corner who understands the numbers and the business
- You’re making bigger decisions and you don’t want to make them alone
- You want financial guidance looking forward, not just reporting backward
- You’re ready to treat your finances as a strategic function
What’s included
- Full bookkeeping and custom dashboard services
- Scheduled advisory calls
- Cash flow forecasting and planning
- Profitability analysis and strategic guidance tailored to your goals
When you need to solve a specific problem
Sometimes you just need to know where things stand.
Accounting Diagnostic Review
A focused review of your current books and financial setup. We go through your QuickBooks, identify what’s accurate, what’s broken, and what needs attention first. You walk away with a clear, prioritized list of what to fix and why.
$150 – $300
Business Assessment
A full evaluation of your financial systems, operations, and reporting infrastructure. Goes deeper than a diagnostic — this looks at how your business handles money at every level. You receive a detailed action plan for building the financial infrastructure your business actually needs.
$497 – $997
Books Cleanup & Catch-Up
Months behind on your books? It happens more than you’d think. We get everything reconciled, categorized, and current so you can stop dreading tax season and start making decisions based on real numbers instead of estimates.
$1,000 – $5,000+ depending on scope
Not sure which one fits? Start with the Health Check or book a discovery call.
Start on your own
When you’re not ready for a full engagement, start here.
Not every business owner needs a bookkeeper right now. Some just need the right tools and a clear framework to get the foundation in place. That’s what these kits are for.
Each kit walks you through one specific aspect of your financial setup — organizing your chart of accounts, understanding your cash flow basics, setting up tracking systems — in plain language, even if you’ve never opened QuickBooks before.
Starting at $97
Browse the KitsQuestions answered before you book
A few things worth knowing.
The questions that come up most often before someone books a Discovery Call.
How does pricing actually work?
What if my books are a mess?
Do I have to use QuickBooks?
What kind of businesses do you work with?
Which service is right for me?
Simple by design
Three steps. No surprises.
Get clarity on where you stand.
Take the free Health Check or book a discovery call. Either way, the goal is the same — understand your current situation so we can recommend the right path forward.
Get a plan that fits.
After we understand where you are, we scope a solution that fits your business, your budget, and your goals. You receive a clear proposal with transparent pricing. No hidden fees. No surprises.
Get moving.
Once you say yes, we handle the onboarding. We set up your systems, get your accounts connected, and start delivering clean books and clear reporting from day one. You’ll always know exactly what’s happening and what to expect.
Real numbers. Real clarity. A real conversation.
Whether you need a full bookkeeping solution or just want an honest assessment of where things stand, the first step is the same — find out where you actually are today.
