Free Financial System Health Check

for Small Business Owners

Get clarity on your bookkeeping without a sales pitch.

Most business owners don’t actually need more reports. They need to know whether their numbers are accurate, complete, and decision-ready.

The Kellcat Financial System Health check gives you a clear and honest assessment of your current bookkeeping system where you can find out what’s working, what’s breaking down, and what it would take to get clean, reliable and decision-ready numbers with zero obligation.

Start the Financial System Health Check →

No sales pressure. Takes about 5-7 minutes.

Designed for QuickBooks Online and Xero users.

This Is Not a Sales Call. It’s a Clarity Check.

Most business owners don’t need another sales conversation. They need clear answers.

The Kellcat Financial System Health Check is a structured review designed to help you understand the current state of your bookkeeping system before any services are discussed.

We don’t pitch solutions until we understand what you actually need.

This Health Check helps answer questions like:

Can you trust your numbers right now?
Where is financial clarity breaking down?
Is clean up likely needed? If so, how much?
What would it take to make your financials reliable month after month?

There is no obligation to move forward after completing it.

Who This Health Check Is Designed For

This Health Check is a good fit if you:

Are a business owner, founder, or operator (not a hobby business)
Use Quickbooks Online or Xero
Have ongoing monthly transactions
Want confidence in your numbers without managing bookkeeping yourself
Feel your books are “mostly fine” but don’t fully trust them
Want fewer surprises at tax time

This Health Check may not be the right fit if you:

Are looking for DIY bookkeeping tutorials
Only need one-time tax prep
Are pre-revenue or inactive
Want hourly bookkeeping support without systems

This review is designed for owners who value clarity, structure and repeatable systems.

Most Businesses Don’t Have a Bookkeeping Problem.

They have a Clarity Problem.

Traditional bookkeeping focuses on recording the past. But business owners need clear and reliable answers to make decisions.

When systems are inconsistent, reports are late, or numbers change month-to-month, confidence erodes even if you technically “have a bookkeeper.”

Common sings of a clarity problem:

Reports exist, but don’t feel trustworthy
Numbers change after they’re delivered
You hesitate before making financial decisions
Tax time feels reactive instead of routine
You sense blind spots, but can’t pinpoint them

The Financial System Health Check is designed to identify why this happens and what to do about it.

What the Financial System Health Check Reviews

The Health Check evaluates your bookkeeping as a system, not just a set of reports.

1. Business & System Complexity

We look at hour your business is structured, how many moving parts exist, and where complexity may be outpacing your current bookkeeping setup.

2. Accounting Platform & App Ecosystem

We assess how Quickbooks Online or Xero is being used, what’s connected, and whether integrations are helping or quietly creating risk.

3. Monthly Close & Reconciliation Discipline

We evaluate how consistently your books are closed, reconciled, and finalized and whether reports reflect reality.

4. Reporting & Decision Readiness

We assess whether your reports and dashboards actually support decisions or just exist because they’re “standard.”

What You’ll get After Completing the Health Check

After reviewing your Health Check, you’ll receive:

A clear summary of your current bookkeeping system
Identified risks, gaps, or inconsistencies
Whether cleanup is likely needed
A high-level estimate of time and scope (if applicable)
A recommendation for next steps:
- No changes needed
- One-time cleanup
- Ongoing system support

You’ll know exactly where you stand even if you decide not to move forward.

About Access to Your Books

Some businesses can be assessed based on structure and process alone. Others require a deeper look.

If your Health Check indicates that a more detailed review is needed, we may request read-only access to your Quickbooks Online or Xero file.

Access is:

Read-only (no changes made)
Temporary
Used only to assess cleanup scope and system health
Removed if we don’t proceed

You remain the owner and administrator of your books at all times. You will never be asked for access without clear context or explanation.

Why This Health Check Is Different

Kellcat isn’t a traditional bookkeeping firm.

We operate as a system-driven and automation-first practice designed to deliver:

Calm and predictable monthly closes
Clean and consistent data
Dashboards built for business owners, not accountants
Minimal meetings, minimal noise and maximum clarity

Every engagement starts with understanding the system, not selling services.

Ready to Get Clarity?

It takes about 5-7 minutes and helps you understand exactly where your numbers stand.

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.