Kelsey Business Services

Financial Clarity for Growing Small Businesses

Clean books, clear reports, cash flow visibility, and practical financial guidance for owner-led businesses.

Your books should help you run the business — not just prepare for taxes.

If your QuickBooks file feels messy, your reports are hard to trust, or cash flow still feels unclear even when sales are coming in, KBS helps you turn your numbers into useful financial insight.

Choose the service that best fits your current needs. The Clarity Sprint and Monthly Financial Management options can be started directly through secure checkout. Strategic Finance Partner is application-based to make sure the scope, complexity, and support level are the right fit. Not sure where to start? Book a Financial Clarity Call and we’ll help you choose the right next step.

QuickBooks & Financial Clarity Sprint

$1,200 one-time

Best for businesses with:

👉 Have messy, behind, or hard-to-trust QuickBooks
👉 Need a financial review before cleanup, tax prep, hiring, or growth decisions
👉 Want clear recommendations before committing to monthly support

Start Your Clarity Sprint

Secure checkout through Stripe

Includes:

  • QuickBooks setup health review
  • Financial report red flag review
  • Cash flow visibility check
  • Chart of accounts and workflow assessment
  • Cleanup and reporting recommendations
  • 30-day financial action plan
  • Monthly support recommendation, if needed

Monthly Financial Management

$850/month

Ideal for businesses with:

👉 $15,000–$50,000 in average monthly expenses
👉 Have consistent monthly financial activity
👉 Need accurate books, clean reporting, and regular review, better visibility into profit, cash flow, and key business numbers

Start Monthly Financial Management

Secure checkout through Stripe

Includes:

  • Monthly bookkeeping oversight
  • Account reconciliation review
  • Financial statement review
  • Monthly financial summary
  • KPI dashboard for key business numbers
  • Cash flow planning snapshot
  • 60-minute monthly financial review call
  • System improvement recommendations

Strategic Finance Partner

Starting at $1,500 per month, per entity

Designed for businesses with:

👉 $50,000+ in average monthly expenses
👉 Need deeper financial visibility for growth, cash flow, margins, payroll, job costing, or multiple entities
👉 Want a strategic finance partner without hiring a full-time controller or CFO

Apply for Strategic Finance Support

Application required due to limited capacity and service complexity.

Includes:

  • Controller-level financial review
  • Fractional CFO-style guidance
  • Advanced financial dashboards and forecasting
  • Monthly budget vs. actual review
  • Cash flow and margin analysis
  • Strategic monthly finance session
  • Quarterly financial planning session
  • Annual budget and long-range planning
  • Priority support

Note:

  • Pricing reflects transaction volume and system complexity
  • Limited capacity to ensure quality
  • Scope reflects financial leadership and strategic guidance. Transaction-level work, tax filing, and operational management are not included.