How the Automated Financial Clarity System™ Works
Clean, accurate, automated bookkeeping for modern business owners
delivered without the chaos
The Automated Financial Clarity System™
A complete monthly bookkeeping system that combines clean reconciliations, smart automations, simple dashboards, and AI-powered insights so you always know what’s happening in your business without doing the financial busywork.
What You're Really Getting: A Modern Financial Operating System
The Automated Financial Clarity System™ is not traditional bookkeeping. It’s a complete, automated financial operating system for small service-based businesses, consultants, agencies, real estate teams, property managers, creatives, and online operators.
Most bookkeepers only categorize transactions and send PDFs.
This system delivers clarity, consistency, and time freedom through:
Clean monthly bookkeeping
Automation-driven workflows
A simple financial dashboard
AI-powered monthly insights
Async-first communication
A monthly close rhythm that runs itself
If your current books feel confusing, stressful, or inconsistent, this system delivers a calm, reliable financial backbone for your business.
The 4 Core Components
1. Bookkeeping: Clean, Accurate Numbers Every Month
Your accounting file becomes a clean, reliable financial source of health
Monthly transaction categorization
Reconciliation of bank, credit card, and loan accounts
Chart of accounts cleanup and optimization
Monthly Profit & Loss and Balance Sheet
Vendor/Category correction
Rules-based categorization where applicable
Document management + organized storage
Year-end financial package for your CPA
Outcome:
You always have clean and tax-ready books. No scrambling. No guessing. No messy data.
2. Automations: Financial Workflows That Reduce Manual Effort
Stop dealing with:
Receipt requests
Endless back-and-forth
Missing documentation
Manual reminders
This system removes that friction using simple and powerful automations built with tools like Make, Zapier, Ramp, Hubdoc, and internal n8n flows.
Included:
Automated "Missing Documents" reminders
Automated "Books Are Ready" notifications
Automated task-based month-end workflows
Automated transaction review rules
Optional weekly financial snapshot
Automated dashboard refreshes
Secure client portal for async communication
Outcome:
Your financial back office runs quietly in the background like a small team supporting you.
3. Dashboard: Your Entire Financial Picture in One View
Instead of reading cold PDFs, you get a visual dashboard that updates monthly.
Includes:
Revenue trend
Expense trend
Net profit
Cash metrics (where supported)
Profit margin basics
Vendor analysis
Category breakdowns
Month-over-month comparisons
Optional forecast view (simple trendline)
Built in Google Looker Studio or Google Sheets, depending on your needs.
Outcome:
In 10 seconds, you can see what's happening in your business financially.
4. AI-Powered Monthly Summary: Insights in Plain English
Every month, you receive a simple explanation of your numbers, created using AI + human review.
Included:
"What happened this month?" summary
Revenue changes explained
Expense changes explained
Anomalies or unusual transactions
Category insights
Vendor shifts
Up/down trends
1-3 simple recommendations
Outcome:
You understand your financials without being a finance expert.
What's Included Every Month
Bookkeeping Work
Categorization of all transactions
Reconciliation of all connected accounts
Balance sheet review
P&L review
Vendor classification cleanup
Bank feed monitoring
Chart of accounts maintenance
Month-end financial package upload to your portal
Automations & Workflow Management
Setup + ongoing optimization of automations
Automated reminders for missing documents
Monthly close workflow automation (internal)
Automated dashboard refresh
Notification system (“Your books are ready”)
Optional: weekly snapshot automation
Rules-based categorization logic
Amping automations for specific vendors
Internal audit flows (AI anomaly rules)
Dashboard Maintenance
Refreshing data pipeline
Updating financial tables & charts
Ensuring visual integrity
Checking for mapping issues
Month-over-month comparison update
Adding new KPIs as your business evolves
AI-Powered Financial Summary
AI-generated monthly financial breakdown
Human review and corrections
Highlights of:
Revenue movement
Major cost shifts
Profit trends
Alerts
Opportunities
Summary delivered in clean, readable English
Client Support
Async email or portal messaging
Response within 24–48 business hours
Optional micro-calls (15–20 min)
Direct communication with the founder (you)
Optional Add-Ons (Not part of Monthly Fee)
Automations
CRM → QBO automation
Invoice reminder automation
Time tracking → QBO automation
Advanced dashboards or multiple dashboards
Multi-entity consolidation automation
Workflow customizations
Additional Entities
$250–$500 per entity
High-Volume Bookkeeping
Additional fees if you have:
Hundreds or thousands of monthly transactions
Multiple bank accounts
Multiple payment processors
Cleanup (One-Time)
Light: $500–$2,000
Standard: $2,000–$4,000
Heavy: $4,000–$6,000 or more
Your 5-Step Financial Clarity System
Step 1 - Quick Fit Check
You complete a short form or a quick intro call.
We check your needs, software, and current bookkeeping condition.
Step 2 - Proposal + Onboarding
You receive:
Scope
Pricing
Timeline
Agreement
Payment link
We then connect:
QBO/Xero
Bank accounts
Credit cards
Payment processors
Document workflows
Step 3 - Cleanup & Stabilization
If needed, we:
Fix categorization issues
Reconcile missing months
Clean up your chart of accounts
Fix duplicate transactions
Organize your financial documents
Bring everything current
Step 4 - Build Dashboard + Automations
We build your:
Dashboard
Automation workflows
Report pipeline
Monthly close workflow
This takes 14-45 days depending on complexity
Step 5 - Monthly Financial Clarity Rhythm
Every month:
Books reconciled
Dashboard updated
AI summary created
Anomaly check performed
Report delivered
Q&A answered asynchronously
You get one clean message:
"Your books are closed and your dashboard is updated"
Who This Service Is For?
Perfect For:
Service-based businesses
Consultants + coaches
Digital agencies
Designers & creatives
Online operators
Solo LLCs
Small S-Corps
Business owners who want clarity, not confusion
Not Ideal For:
People seeking the cheapest bookkeeping
Businesses needing daily on-call support
Companies wanting weekly CFO-level strategy meetings
Brick-and-mortar POS-heavy businesses needing AP/AR staff
Cash-only businesses
Why Partner with Kellcat Bookkeeping?
Specialized Expertise
We focus specifically on Real Estate Investors, Small Businesses, and Non-Profits/Community Associations using QuickBooks Online. We speak your language.
Tailored Solutions
Your business is unique, and your bookkeeping should be too. We customize our services to fit your specific needs and goals.
Local Understanding
Based in Littleton, CO, we offer the ease of remote services combined with a commitment to our local business community.
Accuracy & Partnership
Founded by a QuickBooks Online ProAdvisor with meticulous attention to detail, we prioritize accuracy and build lasting partnerships. We don't cut corners; we find solutions.
Frequently Asked Questions
Do I need to use Ramp or Relay?
No. We support your current bank, but Ramp/Relay can improve automation.
Do I have to switch to QBO/Xero?
Yes. We only support these platforms for consistency and automation.
How long does onboarding take?
Typically 1-2 weeks depending on response time.
Will I have meetings?
Only if you request them. Most clients prefer async communication.
Ready for Clean and Automated Bookkeeping?
Monthly bookkeeping, smart automations, dashboards, and clear financial insights without the chaos.
Proudly certified and dedicated to maintaining the highest standards of bookkeeping excellence for businesses in Littleton and beyond.
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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