Simple and Transparent Pricing

One complete financial system. One clear monthly fee. No confusing packages, no hidden fees, no surprise invoices.

The Kellcat Financial System delivers clean books + automated workflows + decision-ready dashboards + AI-powered insights -

all in one integrated monthly service.

Your pricing is based on complexity, not hours. You know exactly what you're paying before we start.

Take the Health Check →

What You're Actually Replacing

Most businesses are juggling multiple services or spending significant time on DIY bookkeeping. Here's what that actually costs.

The True Cost of Your Current Approach:

What You're Doing Now

DIY Bookkeeping (10 hrs/month @ $150/hr)

Traditional bookkeeper (transactions + reports)

Automation Consultant

Dashboard tool (consultant or app)

Manual work & chasing

Tax Season Cleanup (because books weren't clean)

TOTAL TRADITIONAL APPROACH

Monthly Cost

$1,500

$500 - $800

$300 - $500

$200 - $500

Your Time

$1,000 - $3,000

$2,200 - $3,800

Annual Cost

$18,000

$6,000 - $9,600

$3,600 - $6,000

$2,400 - $6,000

Priceless

(Annual)

$30,000 - $45,600

Kellcat Financial System:

$1,200-$1,800/month (typical) = $14,400-$21,600/year

You save $12,000-$24,000/year while getting:

- Better service (integrated system vs. disconnected parts)

- More clarity (dashboard + AI summaries vs. PDFs you never read)

- Less stress (automation removes busywork and follow-ups)

- More time (10-15 hours/month back in your calendar)

Time Savings Calculation:

If your time is worth $100/hour:

15 hours saved/month × $100 = $1,500/month in reclaimed time

If your time is worth $200/hour:

15 hours saved/month × $200 = $3,000/month in reclaimed time

The system often pays for itself in time savings alone before you even factor in the clarity and confidence you gain.

Your Core Monthly Investment

The Kellcat Financial System

Price Range:

$750 to $2,500 per month

Most Common Range:

Most businesses and real estate teams: $1,200 - $1,800/month

Why One System, Not Packages?

You're not choosing between "Basic," Pro," and "Enterprise" plans.

Every client gets the compete Kellcat Financial System:

Clean monthly bookkeeping
Automated workflows
Custom dashboard
AI-powered summaries
Async-first support

Your monthly fee is based on your business complexity - not on whether you get "premium" features.

Everyone gets premium. The only variable is how much work your business requires.

What's Included in Your Monthly Fee

Everything you need for clean books, automated workflows, visual clarity, and plain-English insights

1. Monthly Bookkeeping & Compliance

Included in your monthly fee:

✅ Categorization of all business transactions

✅ Reconciliation of bank, credit card, and loan accounts

✅ Chart of accounts setup and ongoing cleanup

✅ Monthly Profit & Loss and Balance Sheet

✅ Month-end review of balances and categories

✅ Year-end financial package prepared for your CPA

Why This Matters:

Clean books are the foundation. Without accurate reconciliation and categorization, everything built on top (dashboard, insights, decisions) is unreliable.

You always have clean and tax-ready books. No scrambling. No guessing. No messy data.

2. Automations & Financial Workflows

Included:

✅ Setup and maintenance of core financial automations:

- Missing-document reminders

- "Books are ready" notifications

- Internal monthly close workflows

- Automated dashboard refreshes

- Basic rules-based categorization

✅ Ongoing tuning of automations as your business changes

Why This Matters:

You don't spend energy chasing receipts, being chased for details, or wondering if things are stuck. The "grunt work" runs itself.

Your financial back office runs quietly in the background like a small team supporting you.

3. Dashboard & Reporting

Included:

✅ A custom-built dashboard

✅ Monthly updates showing:

- Revenue trends

- Expense trends

- Net profit

- Basic cash metrics (when supported)

- Top categories and vendors

- Simple comparisons vs. last month or last year

✅ Refinement over time

Why This Matters:

You no longer need to dig through reports. You get one place to see a clear picture.

In 10 seconds, you can see what's happening in your business financially.

4. AI-Powered Monthly Summary

Included:

✅ AI-generated, human-reviewed monthly financial summary

✅ Plain-English explanation of:

- What changed this month

- Revenue shifts

- Expense shifts

- Unusual transactions

- Key patterns and trends

- 1-3 recommended areas to review or actions to consider

Why This Matters:

You get clarity in your own language, not accountant-speak.

You understand your financials without being a finance expert.

5. Support & Communication

Included:

✅ Async-first communication via email or client portal

✅ Typical response time: 24-48 business hours

✅ Occasional short check-in calls if needed

✅ Coordination with your tax preparer when it's time to file

Why This Matters:

You get support without adding more meetings to your calendar.

You get help when you need it, without the calendar overhead.

How Your Monthly Price Is Calculated

Every business is different. Your exact monthly fee depends on complexity and volume.

We Look At:

Transaction Volume

→ How many transactions flow through your business each month?

→ More transactions = more categorization and reconciliation work

Number of Financial Accounts

→ How many bank accounts, credit cards, loans need reconciling?

→ More accounts = more reconciliation checkpoints

Payment Processors

→ How many (Stripe, PayPal, Shopify, Square, etc.)?

→ Each processor requires integration and fee tracking

Number of Entities

→ Are you a single LLC or do you have multiple companies?

→ Multi-entity requires separate books and often consolidation

Revenue Model Complexity

→ Simple one-service model or multi-product/location/client tracking?

→ More complexity requires more detailed categorization and reporting

Reporting Requirements

→ Do you need class tracking, location tracking, project tracking?

→ Advanced tracking adds setup and maintenance work

Pricing Examples:

Simple Business Example:

- 2 bank accounts, 1 credit card

- 250 transactions/month

- 1 payment processor (Stripe)

- 1 entity (single LLC)

- One primary service offering

→ Likely pricing: $750-$1,000/month

Standard Business Example:

- 3 bank accounts, 2 credit cards

- 500 transactions/month

- 2 payment processors (Stripe + PayPal)

- 1 entity

- Multiple service lines or client types

→ Likely pricing: $1,000-$1,500/month

Complex Business Example:

- 4 bank accounts, 3 credit cards

- 1,200 transactions/month

- Multiple payment processors

- 2 entities requiring consolidation

- Property-level or location-level tracking needed

→ Likely pricing: $1,800-$2,200/month

Transparency Promise:

You'll always know your monthly fee before we begin.

No surprise add-ons. No "gotcha" invoices. No hourly billing that creeps up.

Just one clear monthly fee that covers everything.

Cleanup & Catch-up Work (One-Time Fee)

If your books are behind, messy, or partially DIY'd, we'll bet everything caught up and cleaned up first, then move you into the monthly system.

Cleanup pricing ranges:

Light Cleanup: $500 - $1,500

Typical Situation:

- 1-2 months behind

- Minor categorization issues

- Basic reconciliation catch-up needed

What's Included:

- Bring transactions current for 1-2 months

- Fix obvious miscategorizations

- Reconcile missing months

- Basic chart of accounts cleanup

Timeline: 1-2 weeks

Standard Cleanup: $1,500 - $5,000

Typical Situation:

- 3-6 months behind

- Moderate categorization mess

- Some duplicate or uncategorized transactions

- Chart of accounts needs reorganization

What's Included:

- Bring all transactions current for 3-6 months

- Fix all miscategorized transactions

- Reconcile all missing months

- Clean and simplify chart of accounts

- Resolve duplicates and errors

- Prepare clean starting point

Timeline: 3-5 weeks

Heavy Cleanup: $5,000 - $8,000+

Typical Situation:

- 6-12+ months behind (or longer)

- Significant categorization issues

- Multi-entity complexity

- Major chart of accounts restructuring needed

- Possible migration required

What's Included:

- Comprehensive catch-up (6-12+ months)

- Complete categorization overhaul

- Multi-entity reconciliation and cleanup

- Full chart of accounts rebuild

- Resolution of complex errors

- Migration assistance if needed

- Clean, organized starting point

Timeline: 6-8 weeks

How Cleanup Works:

Step 1: Assessment

We review your current books after the Discovery Call.

Step 2: Fixed Quote

We outline exactly what needs to be done and give you a fixed or tightly estimated cleanup fee.

Step 3: Cleanup Execution

We complete the cleanup before starting your monthly rhythm.

Step 4: Clean Starting Point

Once cleanup is done, we move you into the monthly system with the new dashboard build up.

Why We Do Cleanup First:

You can't build a reliable system on a messy foundation.

If your books are behind or inaccurate:

- Dashboards will show incorrect numbers

- Automation will categorize things wrong

- Reports will look polished but be meaningless

Clean books first → Then build the system on top.

Optional Add-Ons (Beyond Standard Service)

These are NOT required for the system to work. They're available if you have specific needs.

1. Kellcat Automation Lab - Advanced Automation & Workflow Builds

If you need automation beyond the core financial workflows included in your monthly service, our Automation Lab handles complex custom projects. This is a separate service division from your monthly bookkeeping, designed for businesses that need specialized automation work.

Examples of Automation Lab Projects:

1. CRM → QuickBooks Automation

- Sync contacts from HubSpot, Salesforce, or Close to QuickBooks

- Automatically create customers when deals close

- Update contact info bidirectionally

2. Invoice & Payment Automation

- Automated invoice reminders for overdue payments

- Payment confirmation workflows

- Recurring invoice scheduling and management

3. Time Tracking Integration

- Sync billable hours from time tracking tools (Toggl, Harvest) to QuickBooks

- Automatically generate invoices from tracked time

- Project profitability reporting

4. Advanced Dashboard Builds

- Multi-tab dashboards with detailed breakdowns

- Multi-entity consolidated reporting

- Custom KPI tracking for your specific industry

- Real-time data connections (vs. monthly refresh)

5. Multi-System Sync Pipelines

- Connect 3+ apps into integrated workflows

- Custom data transformations

- Error handling and monitoring

Automation Lab Pricing:

One-Time Builds:

- Simple automation: $500-$1,000 (basic 2-app integration)

- Medium automation: $1,000-$1,800 (multi-step workflow)

- Complex automation: $1,800-$2,500+ (custom logic, error handling, multiple systems)

Discovery & Strategy Session: $300 (credited toward project if you proceed)

Ongoing Maintenance (Optional): $150-$500/month (monitoring, updates, troubleshooting)

Hourly Consulting: $200/hour (2-hour minimum)

How Automation Lab Works:

1. Discovery session to understand your workflow pain points

2. Custom proposal with scope, timeline, and fixed pricing

3. Build and test the automation

4. Training and documentation for your team

5. Optional ongoing support if you want monitoring and updates

Note: Automation Lab services are separate from your monthly bookkeeping. You can use one, both, or neither. They're designed to work independently or together.

2. Additional Entities

If you operate multiple LLCs, S-Corps, or properties needing separate books:

Pricing: +$250-$500/month per additional entity

Depends on:

- Transaction volume per entity

- Whether entities need consolidated reporting

- Complexity of inter-entity transactions

3. High-Volume Bookkeeping

If you have:

- 1,000+ monthly transactions

- 5+ bank accounts

- Multiple payment processors

- High complexity (e-commerce with lots of SKUs, high-volume real estate)

Pricing: Custom, based on volume and complexity

We'll discuss this upfront before you commit—no surprises.

What's Not Included in the Monthly Fee

To keep your service clean and focused, some things are explicitly not included.

Not Included:

❌ Tax return preparation or filing - We prepare your books for your CPA or tax professional. We don't file taxes.

❌ Payroll processing and HR admin - We can integrate with your payroll provider, but we don't run payroll.

❌ Full-service bill pay (A/P) - We categorize bills, but we don't pay them for you.

❌ Collections or A/R chasing - We track receivables, but we don't chase clients for payment.

❌ Weekly CFO strategy calls - We provide financial clarity, not weekly strategic planning.

❌ Legal, HR, or compliance advising - We're bookkeepers, not lawyers or HR consultants.

You can think of Kellcat as your:

“Automated bookkeeping + dashboard + clarity partner,” not your full in-house finance department.

Good news:
We’re happy to collaborate with your CPA, payroll provider, or CFO when needed.

Many clients use us as the "books + clarity" layer, then work with:

- CPA for tax strategy and filing

- Payroll provider for payroll processing

- Fractional CFO for strategic planning

We complement these services. We don't replace them.

Commitment & Billing Details

Initial Term: We recommend a 3-month initial commitment.

Why 3 months?

- Month 1: Cleanup + setup + onboarding

- Months 2-3: Stabilize + refine dashboard and automation

After that, your service continues month-to-month with no long-term contract.

Billing:

- Monthly fee: Billed at the start of each month

- Cleanup fees: May be billed upfront or split (depending on scope)

Payment Methods:

✅ ACH / bank transfer (preferred)

✅ Credit/debit card

Pauses & Cancellations:

- You can cancel with 30 days' notice after the initial 3-month commitment

- We'll provide final reports and ensure a clean handoff if you ever leave

- No cancellation fees

We want you to stay because the system works, not because you're locked in.

Pricing Frequently Asked Questions

Why is this more expensive than a basic bookkeeper?

A basic bookkeeper categorizes transactions and sends you monthly reports (usually PDFs).

The Kellcat Financial System includes:

✅ Bookkeeping (the foundation)

✅ Automation workflows (someone has to build and maintain these)

✅ Custom dashboard (built specifically for your business)

✅ AI-powered summaries (explaining what the numbers mean)

✅ System monitoring (making sure everything runs smoothly)

If you hired these services separately:

- Bookkeeper: $500-$800/month

- Automation consultant: $300-$500/month

- Dashboard designer: $300-$500/month

- CFO-lite insights: $500-$1,000/month

Total if separate: $1,600-$2,800/month

Kellcat Financial System: $1,200-$1,800/month (typical)

You're getting 4 services integrated into one system for less than buying them separately.

Can I get just bookkeeping without the automations and dashboard?

No, and here's why: The Kellcat Financial System is designed as an integrated system, not a menu of services.

Here's the problem with "just bookkeeping":

If we only categorize transactions, you'll still have:

- No clear visibility into your numbers

- 20-page PDF reports you rarely open

- Manual processes that break as you grow

- The same clarity problem you're trying to solve

The system works because all four components support each other:

1. Bookkeeping → Clean data

2. Automation → Keeps it clean

3. Dashboard → Makes it visual

4. AI Summary → Makes it make sense

Without all four, you're back to traditional bookkeeping which is exactly what you're trying to move away from.

If you just need basic bookkeeping, there are great $300-$800/month services out there. We're happy to refer you.

If you want a financial system that gives you clarity, that's what we build.

Can you match the rate of my current cheaper bookkeeper?

No, and here's why that's actually good for you:

Cheaper bookkeepers typically charge $300-$600/month because they're providing a transactional service:

- Categorize transactions

- Send reports

- Respond to emails

Kellcat provides a financial operating system:

- Bookkeeping (clean foundation)

- Automation (removes busywork)

- Dashboard (visual clarity)

- AI summaries (makes sense of it)

- System monitoring (runs reliably)

Think of it this way:

A cheaper bookkeeper is like hiring someone to do tasks.

Kellcat is like hiring someone to build and run a system that gives you clarity without your involvement.

If price is your only consideration, we're probably not the right fit.

If clarity, time savings, and peace of mind matter to you, the ROI is clear:

- You save 15-25 hours/month

- You make better decisions with clear data

- Tax season is calm instead of chaotic

- You have confidence when sharing financials

Most clients tell us the system pays for itself in time savings alone.

What if I'm not sure which pricing tier I'm in?

Take the Financial System Health Check.

Based on your answers, we'll:

- Assess your business complexity

- Estimate your transaction volume

- Review your current setup

- Give you an exact monthly quote

No guessing. No surprises. Just transparent pricing.

What if my transaction volume changes?

We'll adjust pricing if needed, but we'll always give you advance notice.

If your business scales significantly (2x+ transactions, adding entities, etc.):

- We'll discuss the impact on complexity

- We'll give you a revised quote

- You decide if you want to continue

The system scales with you. Pricing adjusts fairly as complexity grows.

Do you offer one-off projects only?

Not always. The Kellcat Financial System is a monthly service.

Here's why:

A financial system requires ongoing maintenance:

- Monthly reconciliation

- Continuous automation monitoring

- Dashboard updates as your business evolves

- Consistent monthly close process

One-off projects don't create the reliability and predictability that make the system valuable.

If you only need one-time cleanup or a dashboard build, we can do it on a case-by-case basis.

If you want a financial system that runs every month, that's what we're built for.

Ready for Clean Books and Clear Answers Every Month?

What You'll Get:

✅ Clean books → Categorized correctly, reconciled monthly, always tax-ready

✅ Automated workflows → System handles busywork so you don't have to

✅ Decision-ready dashboard → Visual clarity in 10 seconds

✅ Plain-English summaries → Understand what changed and why

✅ Predictable rhythm → Same process, same quality, every month

No drama. No chaos. Just clarity, delivered predictably, every single month.

Primary Way to Get Started: Take the Financial System Health Check (Recommended)

You'll get:

- Personalized diagnosis of your current situation

- Clear assessment of what's breaking down

- Exact pricing quote for your business

- Next steps with no pressure

Take the Health Check →

Or Prefer to Talk First?

Schedule a Discovery Call →

See How the System Works →

Read Our Story →

Ask a Question →

Limited Availability

We only onboard 1-3 new clients per month to ensure quality and attention.

If you're ready to get started, take the Health Check or talk with us.

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.