Automated Bookkeeping & Dashboards You Can Actually Trust

Clean and always up-to-date books paired with decision-ready dashboards that are delivered as a reliable financial system, not a stack of confusing reports.

Built for service businesses, real estate teams and established owner-led companies that want confidence in their numbers without managing bookkeeping themselves.

What you get:

Clean and reconciled books as the foundation so reports reflect reality
A predictable monthly close that you can rely on every month
Dashboards for cash, profit, and trends that update automatically
Automation that keeps the system clean and reduces manual rework
Optional AI-assisted insights to surface patterns and questions worth attention

Start with a Financial System Health Check →

No obligation. In just a few days, you’ll know what’s working, what’s not, and the fastest path to decision-ready numbers.

See Pricing & What's Included →

When Your Books Are “Fine” But You Still Don’t Trust the Numbers

Most small business owners don't actually have a bookkeeping problem. They have a financial clarity problem.

When information is incomplete, reports are hard to interpret, or workflows are inconsistent, you end up second-guessing decisions even if you technically "have a bookkeeper."

You might recognize yourself here:

You don’t fully trust your numbers, even when reports are delivered
You hesitate before making financial decisions
Tax time feels reactive instead of routine
You sense there are blind spots, but can’t quite see where

Three Common Scenarios We See

DIY Books

You spend late nights fixing transactions or categorizing expenses
You're never sure everything is correct
Your Profit & Loss feels overwhelming instead of helpful
You’re always “a little behind” and it never feels clean

Basic Bookkeeper

Transactions are technically reconciled, but clarity is still missing
Reports arrive, but without context or explanation
There's no automation, and you’re constantly asked for documents
You’re never fully confident you’re looking at the right numbers

No Books at All

You rely on bank balances, Stripe, or PayPal to guess profitability
You hope tax time won't be painful
You worry there are risks or issues you can't see
You know it’s unsustainable, but you don’t have time to fix it

The Real Cost

You hesitate on decisions.

You carry a quiet and constant financial anxiety.

And as your business grows, the complexity increases faster than your confidence.

Messy or “just okay” books don’t just cost time.

They cost clarity, momentum, and peace of mind.

Why Most Bookkeeping Still Feels Confusing

Traditional bookkeeping produces reports designed for accountants, not business owners who need clear and timely answers to run their business.

That's why so many small business owners feel stuck with:

- Reports that technically exist, but don't make sense

- Numbers that change month to month and never feel "final"

- No clear view of what's actually driving cash flow or profit

Even when the books are “done,” clarity is missing

What’s Actually Going Wrong

Most bookkeeping focuses on recording the past, not supporting decisions.

There’s often:

- No consistent close process.

- No clear source of truth.

- No system connecting transactions, reports, and insights into something you can rely on.

So instead of confidence, you get hesitation.

The Kellcat Approach: A Financial System, Not Just Books

With the Kellcat Financial System, bookkeeping becomes the foundation, not the finish line.

Your numbers are:

Clean and reconciled the same way every month
Closed on a predictable schedule
Translated into dashboards that show what’s actually happening
Supported by lightweight automation that keeps the system stable as your business grows

The goal isn’t more reports. The goal is numbers you trust and can act on every month in order to achieve your business objectives.

There's a Better Way: An Automated Financial Back Office

You don't need another generic bookkeeper. You need a financial system that runs reliably in the background and gives you clarity when you need it.

A system that:

Keeps your books clean, current, and reconciled every month
Reduces the workload on your plate through smart and lightweight automations
Replaces 20-page reports with a simple dashboard you can understand in minutes
Explains what's happening in your business in clear human language
Gives you numbers you can trust for decisions, pricing, taxes, and planning

That's exactly what the Kellcat Financial System delivers.

Not more reports.

Not more emails.

Just a calm and reliable back office you can depend on as your business grows

Start with a Financial System Health Check →

No obligation. Just clarity.

See Your Finances Clearly At a Glance

Each month, your dashboard highlights exactly what matters without digging through spreadsheets or reports.

Business owners don’t want more spreadsheets. They want clear answers they can trust.

With the Kellcat Financial System, your numbers are presented in a simple and visual dashboard that shows what’s actually happening in your business quickly and clearly.

Instead of accountant-style reports, you get:

Revenue, expenses, and profit trends
Cash-flow visibility you can act on
The biggest month-over-month changes
Key small-business metrics (not accountant reports)
One clean dashboard delivered automatically each month

Your numbers stay accurate in the background. Your dashboard gives you clarity in seconds so you can make decisions with confidence.

Below is a real example of the financial clarity your business receives each month. No accounting background required. If you can read a chart, you can use this.

What You Get With the Kellcat Financial System

A complete and automated financial back office designed for business owners who want clarity, not complexity.

Everything works together so your numbers are accurate, current, and easy to act on every month.

1. Clean and Accurate Bookkeeping Every Month

The foundation everything else depends on.

Your books are kept clean, reconciled, and up to date so reports reflect reality not estimate or guesswork.

Kellcat handles:

Monthly transaction categorization
Bank, credit card, loan reconciliations
Chart of accounts setup and ongoing cleanup
Monthly financial statements (Profit & Loss + Balance Sheet)
A clean year-end package for your tax professional

Outcome: Your books are always current and tax-ready, not just caught up during a last-minute scramble.

2. Automations That Remove Busywork

So the system runs without constant follow-ups.

Your workflows shouldn't rely on memory, manual reminders, or chasing documents. Kellcat builds lightweight automations that keep everything moving quietly in the background.

Examples include:

Missing document & receipt reminders
"Books are ready" notifications
Internal workflows that keep tasks moving
Optional weekly snapshots so you never lose track of cash position

Outcome: It feels like a small finance team working quietly behind the scenes.

3. A Simple, Visual Dashboard You Can Actually Use

Answers in seconds, not 20-page reports.

Instead of scrolling through PDFs, you get a clean and visual dashboard built in Looker Studio or Google Sheets that shows exactly what matters.

Your dashboard highlights:

Revenue, expenses, and profit trends
Month-over-month changes
Cash-flow insights (where supported by your bank)
Top vendors & categories
Key small-business metrics, not accountant jargon

Outcome: In 10 seconds, you know what's happening financially.

4. A Plain-English Monthly Summary (AI-Assisted)

So the numbers actually make sense

Each month, you receive a short written summary that explains what changed and what’s worth paying attention to where it’s created with AI assistance and reviewed for clarity.

You’ll see:

What changed versus last month
Where major expenses shifted
Whether revenue is trending up, down, or flat
Any unusual activity or patterns
A few simple insights or questions to consider

Outcome: You don’t guess what the numbers mean. We explain them.

One Monthly Service. One Integrated System.

Bookkeeping · Automation · Dashboards · Clear Insights

The goal isn’t more reports.

The goal is numbers you trust and can confidently act on every month.

Not sure where to start? The Health Check shows exactly what your business needs next.

Start with a Financial System Health Check →

Your Books, Fully Automated - With Human Oversight Where It Matters

Smart automations handle the busywork.

Kellcat handles the accuracy, consistency, and oversight.

Your books stay clean, dashboards stay current, and insights arrive every month without manual effort or constant meetings.

What's handled for you each month:

Monthly categorization & reconciliations
Automated document and receipt reminders
"Books are ready" notifications - no guessing
Dashboards refreshed and delivered automatically
AI-assisted insights explained in plain English
Async-first communication - no standing meetings
Tax-ready books all year long

Your financial back office runs quietly and reliably in the background so you can focus on running your business, not managing your books.

What Business Owners Say About Kellcat

Trusted by small business owners who value clean systems, accurate bookkeeping, and clear financial insight.

Start with a Financial System Health Check →

No obligation. You’ll get clear next steps in just a few days.

How Working With Kellcat Works

A simple and structured system to get your books clean, keep them current, and turn them into clear and decision-ready numbers every month.

Async-first and streamlined.

You’ll always know what’s happening and what comes next.

Step 1 - Financial System Health Check (15 minutes)

A quick fit + clarity check to confirm what you need and the fastest path to “clean + reliable.”

You’ll answer a few questions (or do a short call) so we can understand:

Your business type + revenue model (service, real estate, e-commerce, etc.)
Your current bookkeeping situation (DIY, behind, messy, or “fine but confusing”)
Your tools (Quickbooks/Xero and connected apps)
What’s breaking clarity right now (cash flow, profitability, taxes, reporting)

Outcome: You leave knowing what’s wrong, what “good” looks like, and what it will take to fix it.

If we're not the right fit, we'll tell you up front.

Step 2 - Clear Proposal & Onboarding (1-2 business days)

If it’s a fit, you receive a simple proposal with scope, timeline, and a clean starting plan.

What you get:

Clear scope + what’s included
Pricing + start date
A simple agreement + secure payment process

Once approved, we:

Connect your QBO/Xero file (or set it up properly)
Connect bank/credit card feeds and key apps
Organize your financial documents in a clean folder structure
Set up your client portal for documents + communication

Outcome: You know exactly what’s happening, who’s doing what, and what the next milestone is

Step 3 - Clean Up and Stabilize Your Books (Timeline varies by complexity)

If your books are behind or messy, we run a one-time cleanup project to make the system reliable.

This typically includes:

Catch-up and reconciliation (bank/credit cards/loans)
Cleanup of categorizations and duplicates
Chart of accounts alignment (so reports match how you run the business)
Fixing common “clarity breakers” (owner draws, transfers, uncategorized, loan payments)

Outcome: Your books become accurate, current and ready for an easy monthly close.

Step 4 - Build your Dashboard & Automations

(First 30-60 days)

Now that the foundation of your books is clean and stable, we build the “clarity layer” on top.

We create and refine:

Your initial financial dashboard (profit, cash, trends, key metrics)
Lightweight automations (document reminders, “books ready” notifications, and etc.)
Internal workflows that keep everything moving quietly in the background

This phase is refined over the first 30-60 days to ensure accuracy, consistency and clarity as real data flows through the system.

Outcome: You feel organized, supported, and always in the loop without chasing updates or managing the process yourself.

Step 5 - Monthly Rhythm: Books, Dashboard, Summary (Ongoing)

The system runs on a predictable schedule every month.

Each month, we:

Complete your bookkeeping and reconciliations
Close the month consistently
Refresh your dashboard
Review results with an AI + human check for patterns, changes, or issues
Send a short and plain-English summary with links to your dashboard

No standing meetings required. Communication is async-first and streamlined.

Outcome: One clean message every month:

"Your books are closed. Your dashboard is updated. Here’s what changed."

Ready for books that stay clean every month without the stress?

Start with a Financial System Health Check →

Limited onboarding spots. Async-first communication.

Response within 1-2 business days.

No obligation. If we’re not the right fit, we’ll tell you upfront.

Is the Automated Financial Clarity System Right for You?

For You If...

You run a service-based business, agency, consulting firm, professional business, or small LLC/S-Corp
Your revenue is growing or stable or growing and you want clearer financial insights
You want clean and reliable numbers you can confidently share with partners, investors, or lenders.
You’re willing to let go of DIY bookkeeping and monthly stress
You prefer streamlined, async communication
You want clean books, helpful automations, and a simple dashboard without hiring or managing a team

Not a Fit If...

You are looking for lowest-cost bookkeeping option rather than a long-term financial system
You want to be involved in every transaction or review each detail manually
You expect daily on-call support or unlimited meetings
You need deep and weekly CFO-level strategy calls (we can coordinate with your CPA or CFO, but this is not a full-time CFO service)

Simple, Transparent Pricing

The Kellcat Financial System starts at:

$750 to $2,500 per month

Most clients fall between $1,200 and $1,800/month, depending on

business complexity, monthly activity, and automation needs.

This covers a complete and automated financial back office,

not hourly bookkeeping or piecemeal reports.

Your pricing is based on:

Monthly transaction volume
Number of financial accounts or entities
Automation depth & dashboard requirements
Your business model and reporting needs

If your books are behind, we’ll complete a one-time cleanup project first

(typically $500–$6,000, depending on how far behind and how complex).

We’ll outline this clearly upfront before any work begins.

Want exact pricing?

We'll give you a clear scope and fixed monthly rate - no surprises

Get Your Exact Monthly Price →

Fixed pricing. No pressure.

Meet the Founder Behind Kellcat

Hi, I’m Brian Kelly, founder of Kellcat Bookkeeping.

I bring 15+ years of experience working with financial systems and a software-engineering mindset to create a bookkeeping system that is:

Calm
Reliable
Automation-first
Built for business owners who don't want drama around their finances

I started working with numbers long before my engineering career, helping in my family’s accounting and tax business. That's where I first saw how unclear books increase stress, uncertainty, and poor decision-making.

Kellcat exists because too many businesses were stuck between DIY bookkeeping they didn’t trust or bookkeepers who delivered reports without clarity.

Kellcat is intentionally built as a systems-driven, async-friendly practice that is designed to run quietly in the background while giving you clean books, clear insights, and your time back.

Work With Kellcat →

Frequently Asked Questions (FAQ)

Do you work with businesses outside Colorado, or only local clients?

Yes. Kellcat works with businesses across Colorado and the entire U.S. Our systems are fully remote and async-friendly, so everything from onboarding to monthly updates happens through secure tools, not in-person meetings.

If you are in Colorado, great. If you're across the country, we support you just the same.

Which accounting software platforms do you support (Quickbooks, Xero, etc.)?

We support the two leading small-business accounting platforms:

- QuickBooks Online

- Xero

If you're using spreadsheets or another tool now, we can help you transition smoothly into the system that best fits your business.

Do you handle tax preparation, or do you work alongside my CPA?

We do not file taxes and that's intentional.

We specialize in:

- Clean monthly books

- Clear dashboards

- Automated workflows

- AI-powered monthly summaries

We then coordinate with your CPA (or help you find one) so they get complete and accurate books without requesting endless documents from you.

How many meetings or calls are required each month?

Almost none. Kellcat is designed for async communication, not meetings.

Typically:

- Onboarding may include 1 short call if needed

- After that, communication is handled through your secure client portal

- You receive one clean monthly message: "Your books are closed and your dashboard is updated."

If you ever need help, we respond promptly - no recurring calls required.

How long does onboarding take for the Automated Financial Clarity System™?

Most businesses are fully onboarded in 10-14 days. If cleanup work is needed first, that phase typically takes 2-6 weeks depending on how far behind things are.

You'll always get a clear and upfront onboarding plan.

What happens if my books are messy, behind, or incorrect?

This is extremely common and exactly what we're build to fix.

If you books are behind, we complete a one-time cleanup and stabilization project that:

- Brings all financial current

- Fixes categorization issues

- Removes duplicates and errors

- Rebuilds or clean up your chart of accounts

- Prepares your books for monthly maintenance

Once everything is accurate and stable, we move you into the monthly rhythm.

Will I still need to log into Quickbooks or Xero after signing up?

Only if you want to.

Most clients rarely log in again because they rely on:

- The monthly dashboard

- The AI-powered summary

- The clean monthly close message

You always have full access, but we handle the actual bookkeeping for you.

Can you coordinate with my existing CPA, CFO, or tax professional?

Absolutely.

We regularly collaborate with:

- CPAs

- Tax preparers

- Fractional CFOs

- Internal finance teams

They appreciate our clean and consistent books and monthly financial clarity.

Is this bookkeeping system a good fit for small or early-stage businesses?

Yes, if your business needs clarity, not complexity. The system was build for lean and growing businesses.

You are a good fit if you want:

- Clean books without managing a bookkeeper

- Dashboard clarity instead of spreadsheets

- Automations instead of manual reminders

- A quiet and predictable monthly finance rhythm

Many clients join when they're small because they want clarity before growth.

What exactly is included in the monthly financial dashboard?

Your dashboard shows exactly what matters and nothing you don't need.

Each month you will see:

- Revenue, expenses, and profit trends

- Cash flow indicators

- Vendor and category breakdowns

- Your biggest month-over-month shifts

- Key performance metrics

- Simple, visual insights you can understand at a glance

No spreadsheets. No accountant jargon. No confusion. No more scrolling through 20-page PDF reports.

How do I get help or support if questions come up?

You will have access to a secure client portal for:

- Questions

- File Sharing

- Requests

- Clarifications

- Dashboard

- Reports

We respond quickly, and you'll never feel left in the dark.

Does this replace my CPA or tax advisor?

No. We complement your CPA, not replace them.

Kellcat gives you:

- Accurate books

- Monthly clarity

- Organizing systems

- Clean reports

Your CPA uses this information to file taxes without chaos or chasing documents.

What types of businesses are the best fit for Kellcat's Automated Financial Clarity System™?

Our best-fit clients include:

- Service-based businesses

- Agencies and consultants

- Property management companies

- Real estate teams/investors

- Online and professional service providers

- Creative professionals

- Established or growth-stage LLCs and S-Corps

- Owners who value clarity, automation, and low-stress finances

If you want clean books, helpful automations, and a dashboard you can actually use, this system was built for you.

Ready to Stop Stressing About Your Books?

You deserve clean numbers, clear answers, and a bookkeeping system that runs quietly in the background,

not the one that steals your time and energy.

If you are ready to:

Have accurate and tax-ready books every single month
See your financial health clearly in one simple dashboard
Let automations handle the tedious busywork
Get short, plain-English explanations you actually understand

…the Kellcat Financial System is built for you.

Start with a Financial System Health Check →

Ask a Question

Schedule a Time to Chat with Us Now:

Find out how you can pay yourself what you deserve!

Kellcat Bookkeeping

Clean, accurate, stress-free finances - powered by bookkeeping, automation, dashboards, and clear monthly insights.

Serving businesses nationwide with local roots in Denver Metro and Colorado's mountain communities including Summit County, Breckenridge, Frisco, Dillion, Silverthorne, Keystone, and the Vail Valley.