Simple and Transparent Pricing for Automated Bookkeeping
Your books, workflows, dashboard, and monthly financial summary all handled for you in one clear monthly fee.
The Automated Financial Clarity System™ is designed to give you clean, accurate and automated bookkeeping and clear insights every month. No confusing packages, no hidden fees, and no surprise invoices. Just one comprehensive monthly service, with a one-time cleanup if needed.
Your Core Monthly Package
Kellcat Automated Financial Clarity System™
$750 to $2,500 per month
Pricing is based on the complexity and volume of your business, not on how many emails we send or how many reports we generate.
The core service stays the same:
Done-for-you monthly bookkeeping
Automation-driven workflows
A real-time dashboard
AI-powered monthly summaries
Async-first support
You're not choosing between different plans.
You’re choosing one complete system, sized appropriately for your business.
What Your Monthly Fee Includes
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 statement
Monthly Balance Sheet
Month-end review of balances and categories
Year-end financial package prepared for your CPA/tax preparer
Why this matters:
You always have clean, accurate and tax-ready books without touching your accounting system.
2. Automations & Financial Workflows
Included:
Setup and maintenance of core financial automations:
Missing-document reminders
“Books are ready” notifications
Internal monthly close workflows
Automated refreshes of your dashboard data
Basic rules-based categorization where appropriate
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 somewhere. Much of the "grunt work" runs itself.
3. Dashboard & Reporting
Included:
A custom-built dashboard (Looker Studio or Google Sheets-based)
Monthly updates to:
Revenue trends
Expense trends
Net profit
Basic cash metrics (when supported by your accounts)
Top categories and vendors
Simple comparisons vs last month or last year
Refinement over time (we can add KPIs or sections as your business evolves)
Why this matters:
You no longer need to open multiple tabs or dig through reports. You get one place to see a clear picture.
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.
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 (or paid micro-calls if you want them regularly)
Coordination with your tax preparer when it’s time to file
Why this matters:
You get support without adding more meetings to your calendar.
How Your Monthly Price Is Calculated
Every business is different. Your exact monthly fee depends on the complexity and volume of your situation.
We'll give you a clear quote before you start.
We look at:
Number of bank accounts and credit cards
Number of payment processors (Stripe, PayPal, Shopify, etc.)
Quantity of monthly transactions
Number of entities/companies
Complexity of revenue streams (simple one-service vs many products, locations, etc.)
Any special reporting requirements (e.g., basic classes, locations)
Simple example:
2 bank accounts, 1 credit card
< 300 transactions/month
1 payment processor
1 entity
→ Likely in the $750–$1,000/month range.
More complex example:
4 bank accounts, 3 credit cards
1,000+ transactions/month
Multiple payment processors
2 entities or multiple revenue lines needing breakdown
→ Likely in the $1,200–$1,800+/month range.
You’ll always know your monthly fee before we begin.
No surprise add-ons, no “gotcha” invoices.
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 (1–2 months behind):
$500–$1,500Standard Cleanup (3–6 months behind):
$1,500–$4,000Heavy Cleanup (6–12+ months behind, multi-entity, high complexity):
$4,000–$6,000+
What cleanup includes:
Bringing all transactions current
Fixing miscategorized transactions
Reconciling missing months
Cleaning and simplifying chart of accounts
Resolving duplicates and errors
Preparing a clean starting point for ongoing monthly service
How it works:
We review your current books.
We outline exactly what needs to be done.
We give you a fixed or tightly estimated cleanup fee.
We complete the cleanup before starting your monthly rhythm.
Optional Add-Ons (If and When You Need Them)
These are not required to get value from the main system.
They’re here for when you’re ready or if you have specific needs.
1. Additional Automations & Workflow Builds
If you want more advanced automation beyond the core workflows, we scope those separately.
Examples:
CRM → QuickBooks automation (e.g., from HubSpot/Close to QBO)
Automated invoice reminders
Time tracking → QBO integration
Advanced custom dashboards (multiple tabs, entity/segment breakdowns)
More complex Google Sheets integrations
Multi-system sync pipelines
Pricing
One-time automation builds: $300–$1,500 per workflow, depending on complexity
Monthly automation monitoring/maintenance (optional): $99–$250/month
2. Additional Entities
If you have more than one company/entity:
Additional entities: +$250–$500/month per entity (Depending on complexity and transaction volume)
3. High-Volume Bookkeeping
If your transaction volume is unusually high (e.g., e-commerce with lots of micro-transactions):
We may add a high-volume fee to account for the extra data processing and review.
We’ll discuss this upfront before you commit.
What's Not Included in the Monthly Fee
To keep your service clean and focused, some things are explicitly not included in the base monthly price:
❌ Tax return preparation or filing
❌ Payroll processing and HR admin
❌ Full-service bill pay (A/P)
❌ Collections or A/R chasing
❌ Weekly CFO strategy calls
❌ Legal, HR, or compliance advising
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.
Commitment & Billing Details
Initial Term:
We recommend a 3-month initial commitment.
Month 1: cleanup + setup + onboarding
Months 2–3: stabilize + refine dashboard and automation
After that, your service continues month-to-month.
Billing:
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 commitment period.
We’ll provide final reports and ensure a clean handoff if you ever leave.
Pricing Frequently Asked Questions
Why is this more expensive than a basic bookkeeper?
Because it is more than basic bookkeeping. You are getting a complete system: clean monthly books, automations, dashboard, AI-powered summary, and a monthly financial rhythm designed to remove work from your plate. This level of clarity, automation, and care takes more expertise than simple data entry.
Can I get just bookkeeping without the automations and dashboard?
No. Everything is integrated. The whole point of the system is leverage: clean books + automations + dashboard + summary. That's how we keep it efficient and valuable for both of us.
Can you match the rate of my current cheaper bookkeeper?
We're probably not the right fit if price is the only factor. Most clients who work with us are more concerned about clarity, time, and confidence than finding the lowest possible fee.
What if I'm not sure which pricing tier I'm in?
That's what the initial fit check is for. We'll ask a few questions about your accounts and volume and then give you a clear and specific quote before you decide.
What if my transaction volume changes?
If your business grows significantly or changes in complexity, we'll revisit pricing, but always with a conversation first. No surprise billing.
Do you offer one-off projects only?
We occasionally handle cleanup-only or automation-only projects, but the main focus is ongoing monthly service. The real value is in consistency, not one-time fixes.
Ready for Clean and Automated Bookkeeping Every Month?
If you’re ready to stop wondering whether your books are accurate and start getting clear, consistent financial visibility with a system that runs itself, the Automated Financial Clarity System™ is built for you.
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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