Accounting Diagnostic Review
How Healthy Are Your Books?
Sign up for our Diagnostic Review
What to Expect
Status of accounts
Once receiving access to your QBO file, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.
clean-up recommendations
We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.
1:1 Meeting
Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!
Meet THE Expert
Brian Kelly
Brian Kelly founded Kellcat Bookkeeping, LLC with an idea of maximizing the use of technology and easing the burden of “keeping the books” for small businesses and real estate investors. The purpose of this idea is so the real estate investors or business owners can focus more on what they are most passionate about and have more time to focus on other aspects of their businesses.
Brian is a certified Quickbooks Online ProAdvisor and bookkeeping professional. Prior to establishing Kellcat Bookkeeping, Brian first developed his accounting experience from working for his mother’s small CPA firm as a bookkeeper and tax preparer/Enrolled Agent. It was where he found his passion for empowering small business owners to reach their destiny with increased profitability and more time-saving through accurate financials and streamlined bookkeeping.
What We Need From You?
Access to Your QuickBooks File
You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.
Schedule Your 1:1 Meeting
Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the diagnostic review and discuss next steps.
What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:
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9032 Star Fall Cir, Littleton, CO 80125 | (720) 257-9211
