Automated Bookkeeping + Dashboards that Make Your Finances Instantly Clear
Accurate, always up-to-date books powered by smart workflows, clean dashboards, and AI-crafted insights - built for Colorado small businesses across Denver, Highlands Ranch, Summit County, and Colorado’s mountain communities, with support available for clients across the U.S.
Always-current books without the busywork
Simple dashboard that shows exactly what's happening - in minutes, not spreadsheets
AI-powered monthly insights that help you make confident financial decisions
Built for business owners who want clarity, not complexity
Trusted by Colorado service-based businesses, real estate teams, property managers, and other established LLCs ready to stop guessing about their numbers.
The Hidden Cost of Messy or "Just Okay" Books
Most small business owners don't have a bookkeeping problem. They have a clarity problem.
Missing information, confusing reports, and inconsistent workflows create stress and uncertainty month after month
even if you technically "have a bookkeeper."
You might recognize yourself if:
You're doing your own books and never fully trust the numbers
You hired a bookkeeper but only get generic, accountant-style reports
Your books are behind, incomplete, or tax season feels like a yearly scramble
DIY Books
You spend late nights fixing transactions
You're not sure everything is categorized correctly
You avoid opening your Profit & Loss because it feels overwhelming
You’re always “a little behind” and it never feels clean
Basic Bookkeeper
Transactions are "reconciled," but you still don't feel clear
There's no automation, and you’re constantly asked for documents
Reports arrive, but the explanations don’t
You’re never confident you’re looking at the right numbers
No Books at All
You rely on Stripe, PayPal, or bank balances to guess profitability
You hope tax time won't be too painful
You worry there are blind spots you can't see
You know it’s risky, but you don’t have time to fix it
The Real Cost
You hesitate on decisions, dread tax time, and carry a quiet, constant low-level anxiety about your finances while your business gets more complex every month.
Why Most Bookkeeping Still Feels Confusing
Traditional bookkeeping produces reports made for accountants - not business owners who need fast clarity to run their day.
That's why so many small business owners feel stuck with:
- Reports that don't make sense
- Numbers that never feel "final"
- No insight into what's actually happening in the business
With the Kellcat Automated Financial Clarity System™, your numbers turn into simple visuals and real explanations you can actually use to help you make confident decisions every month.
There's a Better Way: An Automated Financial Back Office
You don't need another generic bookkeeper. You need a system that:
Keeps your books clean and current
Reduces the amount of workload on your plate through smart automations
Shows you a simple dashboard instead of 20-page reports
Explains what's happening in your business in clear human language
Gives you reliable numbers you can trust for decisions, pricing, taxes, and planning
That's exactly what the Kellcat Automated Financial Clarity System™ delivers
a calm and reliable financial back office running quietly in the background.
One Monthly Service. Four Core Components.
Bookkeeping · Automations · Dashboard · AI-Powered Summary
See Your Finances Clearly At a Glance
Each month, your dashboard highlights exactly what matters each month:
Business owners don’t want more spreadsheets - they want answers.
With the Kellcat Automated Financial Clarity System™, your dashboard gives you answers in seconds,
not 20-page reports you don't have time to read.
Revenue, expenses, and profit trends
The biggest shifts month-over-month changes
Cash-flow insights you can take action on
Key small-business metrics (not accountant jargon)
One simple visual dashboard delivered automatically
A real example of the financial clarity your business receives each month.
What You Get With the Automated Financial Clarity System™
1. Clean, Accurate Bookkeeping Every Month
You never have to log into Quickbooks or Xero again
unless you want to.
Kellcat handles:
Monthly transaction categorization
Bank, credit card, loan reconciliations
Chart of accounts setup and ongoing cleanup
Monthly financial statements (P&L + Balance Sheet)
Year-end financial package for your tax professional
Outcome: Your books are always current and tax-ready, not just in a last-minute scramble.
2. Automations That Remove Busywork
Your workflows shouldn't rely on manual reminders or chasing documents.
Kellcat implements light but powerful automations such as:
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: You feel like you have a small finance team quietly working in the background.
3. A Simple, Visual Dashboard You Can Actually Read
Instead of scrolling through PDFs, you get a clean financial dashboard built in Looker Studio or Google Sheets.
Your dashboard highlights:
Monthly Revenue and expenses
Net profit and margin
Cash insights (where supported by your bank)
Top vendors & categories
Month-over-month trends
Outcome: In 10 seconds, you know what's happening financially.
4. AI-Powered Monthly Summary in Plain English
Each month, you'll receive a short, plain-English summary created with a blend of AI and human review. It tells you:
What changed versus last month
Where your biggest expense shifts are
Whether revenue is trending up, down, or flat
Any unusual activity or patterns
2-3 simple recommendations or questions to consider
Outcome: You never have to guess what the numbers mean. We explain it for you.
Your Books, Fully Automated - With Human Oversight Where It Matters
Smart automations handle the busywork.
Kellcat handles the accuracy.
You get clean books, updated dashboards, and clear insights every month without doing anything manually.
What's handled for you:
Monthly categorization & reconciliations
Automated document reminders
"Books are ready" alerts
Dashboard updates delivered monthly
AI-powered insights explained in plain English
Zero meetings required - async-first communication
Tax-ready books all year long
Your financial back office runs quietly in the background
while you stay focused on running your business.
What Business Owners Say About Kellcat
Trusted by small businesses across Colorado and U.S.
Ready for clean books and instant financial clarity?
How Working With Kellcat Works
A simple, structured system that cleans up your books, automates your monthly tasks, and
keeps your finances consistently clear.
Step 1 - Quick Fit Check (15 minutes)
You answer a few questions or book a short call so we can understand:
Your business type
Your current bookkeeping situation
Your tools (Quickbooks/Xero and connected apps)
Whether the Automated Financial Clarity System™ is a good fit
If we're not the right fit, we'll tell you up front.
Outcome: You get clarity quickly - no pressure, no hard sell
Step 2 - Clear Proposal & Onboarding (1-2 days)
You receive:
A clear proposal with scope, pricing, and timeline
A simple service agreement
A secure payment process
Once approved, we:
Set up or connect your QBO/Xero file
Connect bank and credit card feeds
Organize your financial documents in a clean folder structure
Set up your client portal for secure communication
Outcome: You always know what we're doing and what comes next.
Step 3 - Clean Up and Stabilize Your Books (varies by complexity)
If your books are behind or messy, we run a one-time cleanup project to:
Bring all financials current
Fix categorizations and duplicates
Align your chart of accounts with how your business actually works
Once your books are clean, we slide into the monthly rhythm.
Outcome: Your books become accurate, trusted, and ready for the monthly upkeep.
Step 4 - Build your Dashboard & Automations
(first 60-90 days)
We create:
Your initial financial dashboard
Automated reminders for documents and monthly updates
Internal workflows that keep everything on track
These are refined over the first 60-90 days for accuracy and clarity.
Outcome: You feel organized, supported, and always in the loop.
Step 5 - Monthly Rhythm: Books, Dashboard, Summary (ongoing)
Each month, we:
Complete your bookkeeping and reconciliations
Update your dashboard
Run an AI + human review for patterns and anomalies
Send you a monthly summary and links to your reports
Outcome: One clean message every month - "Your books are closed and your dashboard is updated."
Ready for books that stay clean every month without the stress?
No pressure. We'll tell you upfront if we're not the right fit.
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’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 want the cheapest possible bookkeeping and don’t value clarity
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 Automated Financial Clarity 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.
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).
Want exact pricing?
We'll give you a clear scope and fixed monthly rate - no surprises
Meet the Founder Behind Kellcat
Hi, I’m Brian Kelly - Founder of Kellcat Bookkeeping.
I blend 15+ years of experience with numbers 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 actually started working with numbers long before my engineering career. Growing up, I helped my CPA mother in her accounting and tax business. That's where I first saw how bookkeeping affects a business owner's stress, confidence, and decision-making. Those early experiences shaped how I think about accuracy, clarity, and client care.
Every day of my career in software engineering, I worked in demanding environments where precision and clear systems mattered. I bring that same mindset into your books - combining bookkeeping fundamentals with automation, structure, and practical clarity.
Kellcat exists because too many businesses were stuck between:
- DIY bookkeeping they didn’t trust
- Bookkeepers who just pushed reports without clarity
I wanted to build something different: A lean, automated, dashboard-driven bookkeeping system that gives you clean books, clearer insights, and your time back.
My vision is to operate Kellcat as a fully remote, systems-driven, async-friendly practice. That means everything is designed to be:
Efficient
Async-friendly
Build on strong processes and automations
You get the benefit of a bookkeeping partner who is obsessed with designing systems that support a great life for both of us. If that sounds like the experience you've been missing, I'd love to help.
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 Automated Financial Clarity System™ is built for you.
Schedule a Time to Chat with Us Now:
Find out how you can pay yourself what you deserve!
Kellcat Bookkeeping
Automated Bookkeeping + Dashboards + AI Insights
Clean, accurate, stress-free finances - powered by 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.
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Email: hello [at] kellcat [dot] com
Phone: (720) 257-9211
Location: Highlands Ranch, Colorado · Fully Remote Nationwide
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