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Start Here: Two Ways to Work with Kellcat

Do it yourself with a starter kit built by a bookkeeper, or have Kellcat handle your books, dashboards and the decisions that come with them. Either way, you get numbers you can trust.

Not sure?

Answer two questions.

Question 1How do you want to handle your numbers?

Where Accounting Meets Engineering

20+ yearsin accounting, starting in a family CPA firm
11+ yearsas a software engineer building systems
Live dashboardsbuilt on your own books, not a template
QuickBooksAdvanced ProAdvisor

Path A · Do it yourself

Three steps. Go at your own pace.

Most people start with step one. You can stop at any step that gives you what you need.

1Free

Take the Financial Clarity Check

Answer a few questions and see where your numbers stand today, and what to fix first.

Take the Clarity Check →
2Do it yourself

Pick your Financial Starter Kit

A ready-made tracker and field guide built for your kind of business, so you can see your real profit.

Find my kit ↓
3When you’re ready

Hand it to Kellcat

Outgrown the spreadsheet? Kellcat can take over your books and add a live dashboard. That’s Path B.

See Path B ↓

Path B · Have Kellcat handle it

Clean Books. Clear Picture. Confident Decisions.

More than bookkeeping. Three ways to work with Kellcat each month, plus dashboards, advisory and startup accounting when you need them.

Monthly · Level 1

Clean Books

Books you can trust, every month.

  • Monthly bookkeeping and reconciliations
  • A core dashboard with your key numbers
  • A short monthly summary in plain English
See monthly bookkeeping →
Monthly · Level 2

Clear Picture

See the whole business, not just the books.

  • A custom dashboard for money, sales and operations
  • Written reports on your numbers, with a short action plan
  • Optional review call, billed hourly as needed
See how it works →
Monthly · Level 3

Confident Decisions

A partner for the bigger money moves.

  • Weekly KPI and cash reports
  • Your Cash Map: a rolling 13-week view of cash in and out, plus a simple plan for where your money goes
  • Forecasts and what-if scenarios
  • Decision support, the way a fractional CFO would
  • Up to two calls a month, plus deep dives
See how it works →
One time · from $497

Kellcat Books Setup

Not ready for monthly help? Brian sets up QuickBooks Online or Xero for you, with your accounts connected, a chart of accounts that fits and bank rules, then trains you on a recorded call. Real estate setup tracks each property separately.

See Books Setup →

Still deciding?

Quick answers.

Do I need a kit, or do I need Kellcat?
A kit is for doing it yourself with a clear system. Kellcat is for handing it off: clean books every month, a live dashboard and someone to talk the numbers through with. Plenty of people start with a kit and move to monthly help later.
What does working with Kellcat look like?
It starts with a free Discovery Call or a free Books & Numbers Review. Brian looks at where you are today, recommends a next step and sends you a clear proposal. No pressure, and no long-term contract to start.
Is Kellcat only for bookkeeping?
No. Bookkeeping is the foundation, and many clients add live business dashboards, regular reports with an action plan, cash flow planning and forecasting, and help with the bigger money decisions.
Does Kellcat do taxes?
No. Kellcat doesn’t prepare taxes or give tax advice. We keep your books clean and hand your CPA a tidy year-end package.

Rather talk it through?

Book a free Discovery Call with Brian. Tell him what you run, and he’ll point you to the right next step, whether that’s a kit, a free review or monthly help.

Already know what you want? Browse the Kellcat Shop