Build Your Business on Data, Not Guesswork
Clean and up-to-date books + automated workflows + decision-ready dashboards delivered as a reliable financial system - not a stack of confusing reports.
Whether your books are behind, you've outgrown spreadsheets, or your current bookkeeper isn't giving you clarity - we build the financial foundation you need to make confident decisions.
What you get:
Clean and reconciled books so reports reflect reality
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
AI-powered and human-verified insights that surface hidden patterns worth your attention
No obligation. In 5-7 minutes, you’ll get a personalized diagnosis showing exactly where your clarity gaps are and the fastest path to decision-ready numbers.
Trusted by service businesses, real estate teams, contractors & established owner-led companies
Accounting expertise (20+ years) | Software engineering discipline (10+ years) | Built for clarity, not just compliance
When Your Books Are “Fine” But You Still Don’t Trust the Numbers
The Pattern We Keep Seeing:
Over 60% of small business owners with bookkeepers still hesitate before making financial decisions.
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
Which Scenario Describes You?
Choose one that fits:
Scenario 1: 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
What this costs you: 10+ hours/month + constant stress + tax season chaos
What you need: Full system build from foundation up
Scenario 2: 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
What this costs you: $300-$1,500/month for reports you don't trust
What you need: The clarity layer (dashboards + automation + insights)
Scenario 3: 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
What this costs you: Constant financial anxiety + expensive tax prep + potential audit risk
What you need: Cleanup + full system build
The Real Cost of "Just Okay" Books
You hesitate on decisions.
You carry a quiet and constant financial anxiety.
And as your business grows, the complexity increases faster than your confidence.
Here's what messy or "just okay" books actually cost:
Time: 5-15 hours/month managing bookkeeping or chasing updates (worth $1,000 - $3,000 in your time)
Money: $500 to $2,000 extra in tax prep fees because your CPA has to clean up your books
Opportunity: Delayed hiring, pricing, or expansion decisions because you don't trust the data
Peace of Mind: Constant worry about what you might be missing
The Gap:
Even when the books are technically "done," clarity is missing.
Reports exist. Numbers are technically correct.
But you still can't confidently make decisions.
Why Kellcat Was Built
The Moment Everything Changed
Brian Kelly was working with a successful client during his time in his CPA mother's firm. The client asked a simple question:
"Am I making money?"
He had a bookkeeper, He had financial reports. But when I looked deeper:
- Reports were 3 months behind
- Several expenses were miscategorized
- Cash in the bank didn't match what the P&L suggested
The client had reports. But he didn't have clarity.
And that lack of clarity was costing him:
- He'd delayed hiring someone he needed
- He'd turned down a growth opportunity
- He was carrying constant anxiety about money
Not because his business was failing. Because his financial system was failing him.
The Realization
That's when Brian realized: "This isn't a bookkeeping problem. It's a systems problem."
And Brian had spent 10+ years building mission-critical software systems that had to work reliably under pressure where failure wasn't an option.
He started asking engineering questions about accounting problems:
- Why is this process manual when it could be automated?
- Why isn't there a systematic workflow for month-end?
- Why can't business owners see their health at a glance?
Most bookkeepers never ask these questions because they're accountants, not engineers.
Brian asked them every day.
That was a beginning of Kellcat
Kellcat was built to combine:
20+ years of accounting knowledge (from growing up in his mother's CPA firm)
10+ years of software engineering (building reliable systems)
Thousands of hours of hands-on bookkeeping (real client work, not theory)
The result: A bookkeeping system built with engineering rigor and grounded in accounting expertise.
Not just reports. Clarity.
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 you can rely on
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.
What Makes This Different:
Traditional Bookkeeping
Transactions categorized
Monthly reports emailed
PDFs you rarely open
Manual processes
Chase for updates
Reports designed for CPAs
"Let me know if you need anything"
Kellcat Financial System
Clean books as the foundation
Decision-ready dashboards
Plain-English summaries
Automation that keeps things stable
Predictable rhythm you rely on
Insights designed for business owners
Proactive monthly delivery
Traditional Bookkeeping: You get reports.
Kellcat Financial System: You get clarity.
What You Get With the Kellcat Financial System
Four Components that work together to deliver clarity, consistency, and confidence.
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 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.
What This Feels like in Practice:
Day 1-10 of each month: Kellcat completes bookkeeping and reconciliations in the background
Day 10-14: Month is closed, dashboard refreshed, summary generated
Day 14: You receive one message: "Your books are closed. Your dashboard is updated. Here's what changed."
Day 15: You spend 2-3 minutes reviewing your dashboard and summary
Result: You know exactly where you stand. No chasing. No stress.
What Business Owners Say About Kellcat
Trusted by small business owners who value clean systems, accurate bookkeeping, and clear financial insight.
By the Numbers:
Average time Saved: 8-12 hours/month per business owner
Average tax prep savings: $1,000 - $2,500/year (because books are clean)
Client retention rate: 95% (they stay because it works)
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.
Step 1 - Financial System Health Check (5-7 minutes)
Quick assessment to understand your situation, current challenges, and what you need.
Outcome: You know what's wrong, what "good" looks like, and whether Kellcat is the right fit.
Step 2 - Clear Proposal & Onboarding (1-5 business days)
You receive scope, pricing, timeline, and agreement. We connect all your systems.
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 (2-8 weeks)
If your books are behind or messy, we get everything current and accurate first
Outcome: Your books are clean and ready for monthly maintenance.
Step 4 - Build your Dashboard & Automations
(30-90 days)
We create your dashboard, set up automations, and establish your monthly close process.
Outcome: You have a complete financial system running reliably.
Step 5 - Monthly Rhythm: Books, Dashboard, Summary (Ongoing, every month)
Every month: Books reconciled, dashboard updated, summary delivered.
Outcome: One clean message: "Your books are closed. Your dashboard is updated. Here’s what changed."
Simple, Transparent Pricing
The Kellcat Financial System:
$750 to $2,500 per month
Most clients: $1,200 and $1,800/month
This covers a complete and automated financial back office, not hourly bookkeeping or piecemeal reports.
What's included in Your Monthly Fee:
Full bookkeeping → All categorization, reconciliations, and financial statements
Automated workflows → Document reminders, notifications, internal automations
Decision-ready dashboard → Visual cash, profit, trends delivered monthly
AI-assisted summaries → Plain-English explanations
Predictable monthly close → Books closed consistently within 7-14 days
Tax-ready books → Clean year-end package for your CPA
Async support → Quick responses without standing meetings
What You're Actually Replacing
Most businesses are juggling multiple costs:
What You're Doing now
DIY Bookkeeping (10 hrs/month @ $150/hr)
Traditional bookkeeper
Dashboard tool or freelancer
Manual work & stress
Tax season cleanup fees
Total Traditional Approach
Monthly Cost
$1,500
$500-$800
$200-$500
Your time
$1,000-$3,000
$2,200-$3,800
Annual Cost
$18,000
$6,000-$9,600
$2,400-$6,000
Priceless
(Annually)
$26,400-$45,000
One-Time Cleanup (If Needed):
If your books are behind: $500–$6,000 (one-time, varies by complexity)
Meet the Founder Behind Kellcat
Hi, I’m Brian Kelly, founder of Kellcat Bookkeeping.
I didn't stumble into bookkeeping later in life. I grew up inside it.
My mother was a CPA who ran her own accounting and tax firm for over 30 years. From childhood through early adulthood, I worked in that firm doing real bookkeeping, categorizing transactions, preparing tax returns and supporting clients.
That's where I learned that bookkeeping is never just about numbers. It's about the people behind them.
I have lived in both worlds of software engineering and accounting for decades. That's where I kept seeing the same problem: Business owners had reports, but they didn't have clarity.
When my mother passed away in 2018, I made a promise: If I ever returned to accounting full-time, I would honor her legacy with clarity, care, and doing things the right way.
Kellcat Bookkeeping is the fulfillment of that promise.
Why This Combination Matters
Most Bookkeepers understand accounting.
Most engineers understand systems.
Kellcat brings both.
This rare intersection is what enables the Kellcat Financial System to work:
Clean Books (accounting expertise)
Automated workflows (engineering discipline)
Decision-ready dashboards (designed for business owners)
Reliable monthly rhythm (systems thinking)
It's bookkeeping elevated with an engineer's brain and
grounded in an accountant's heart.
Is the Kellcat Financial System Right for You?
For You If...
You run a service-based business, agency, consulting firm, professional business, contracting company or small LLC/Corporation
Your revenue is $200K - $5M+ and growing or stable.
- You're past the startup stage and need real systems
You want clean and reliable numbers you can confidently share with partners, investors, or lenders.
- Decision-making requires trust in the data
You’re willing to let go of DIY bookkeeping and monthly stress
- You value your time at more than $100/hour
You prefer streamlined, async communication
- No standing meetings, no constant check-ins, just monthly delivery
You want clean books, helpful automations, and a simple dashboard without hiring or managing a team
- One integrated system, one monthly investment
Not a Fit If...
You are looking for lowest-cost bookkeeping option rather than a long-term financial system
- If price is the only factor, there are cheaper options (but without the clarity layer)
You want to be involved in every transaction or review each detail manually
- This system is designed to run in the background
You expect daily on-call support or unlimited meetings
- We are async-first with prompt responses, not 24/7 availability
You need deep and weekly CFO-level strategy calls
- We coordinate with your CPA or CFO, but this is not a full-time CFO service
Your books are 2+ years behind with complex entity structures and need forensic accounting
- We handle standard cleanup, but extreme situations may need a specialist first
Not Sure?
You'll get a personalized diagnosis showing exactly whether Kellcat is the right fit for your situation.
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 few leading small-business accounting platforms:
- QuickBooks Online
- Xero
- Puzzle
- Digits
- Zoho
If you're using spreadsheets or another tool now, we can help you transition smoothly into the system that best fits your business.
How is this different from using Quickbooks Online by itself?
Quickbooks Online (QBO) is accounting software. It's a tool, not a system.
QBO by itself:
- Stores your transactions
- Generates reports
- Requires YOU to categorize, reconcile, interpret, and act on the data
Kellcat Financial System:
- Uses QBO as the foundation
- Adds automation that keeps categories and business workflows clean
- Builds decision-ready dashboards on top
- Delivers plain-English summaries that make sense
- Runs predictably every month without you managing it
Think of this way: QBO is like having Excel. Kellcat is like having a finance team that uses Excel to give you clear answers.
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.
Can I see a sample dashboard before signing up?
Absolutely. During your Discovery Call (which happens after the Health Check), we'll show you:
- Sample dashboards from businesses similar to yours
- What metrics we'd track for your specific industry
- How the monthly summary would look
You'll know exactly what you're getting before making any commitment.
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. However, you do have an option of scheduling a meeting with us at anytime if you prefer to discuss with us in person or virtually.
How long does onboarding take for the Kellcat's 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 or Puzzle or Digits or accounting software 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.
What if I switch from another bookkeeper? How does the transition work?
Transitions are smooth and structured. Here's the typical process:
1. Review → We review your current books to assess accuracy and identify issues
2. Clean → We fix any errors, duplicates, or categorization problems
3. Standardize → We align your chart of accounts to match how you run your business
4. Build → We set up automation, dashboards, and workflows
5. Launch → We take over the monthly rhythm
Most transitions are complete within 4-6 weeks, and you'll always know exactly what's happening at each stage.
What happens if I need to cancel?
No long-term contracts or cancellation fees.
You can cancel with 30 days' notice. We'll provide:
- Final month-end close
- All historical files and reports
- Clean handoff documentation for your next bookkeeper or CPA
We want you to stay because the system works, not because you're locked in.
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
- Scheduling a Meeting with us
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
- Construction/ Home Remodelers / Contractors
- Trade Service Providers
- 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 Second-Guessing Your Numbers?
Imagine This:
It's the 12th of the month.
You get a notification: "Your books are closed. Dashboard updated."
You open your dashboard.
Cash position, profit, trends - everything you need is right there in 10 seconds.
You read a 3-paragraph summary:
"Revenue up 8% vs. last month. Payroll stable. Marketing spend increased $2,400 - worth reviewing ROI."
You make a confident decision about hiring that new person.
You didn't chase anyone. You didn't reconcile anything. The system just worked.
That's what the Kellcat Financial System feels like.
No drama. No chaos. Just clarity, delivered predictably, every single month.
If You're 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
Stop carrying constant anxiety about your numbers
…the Kellcat Financial System is built for you.
Start with the Financial System Health Check
What you'll get in 5-7 minutes:
- Personalized Diagnosis of where your clarity gaps are
- Clear understanding of what's breaking down in your current system
- Honest assessment of whether Kellcat is the right fit
- Next steps with transparent pricing (no pressure, no surprises)
Or Explore Further:
Limited Availability
We only onboard 2-4 new clients per month to ensure quality and attention.
If you're interested, take the Health Check now to see if we're a fit.
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.
What We Do
Automated Bookkeeping
Monthly Financial Dashboards
AI-Assisted Financial Summaries
Bookkeeping Cleanup
Workflow Automations
Contact
Email: hello [at] kellcat [dot] com
Phone: (720) 257-9211
Location: Highlands Ranch, Colorado · Fully Remote Nationwide
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