Accounting Insiders

Brian Kellyโ€™s Real Estate Bookkeeping Strategy & Tech Stack

Episode Summary

In this episode of the Accounting Insiders Podcast, we sit down with Brian Kelly, founder of Kellcat Bookkeeping, to explore his unique business model focused on real estate investors and contractors in the Denver area. ๐Ÿง  Business Model Highlights: Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAsโ€”his primary referral source. His strategy? Keep the books clean, and the referrals follow. ๐Ÿ› ๏ธ Tech Stack Breakdown ๐Ÿ“Œ QuickBooks Online โ€“ Core accounting platform ๐Ÿ“Œ Uku โ€“ Task management & automation ๐Ÿ“Œ Anchor โ€“ Invoicing tool ๐Ÿ“Œ KeepFull โ€“ Lead funneling CRM ๐Ÿ“Œ Zapier โ€“ Integration for onboarding & document automation ๐Ÿšง Challenges & Smart Solutions ๐Ÿ”น Navigating solo scalability as a solo practitioner ๐Ÿ”น Streamlining multiple LLCs in one QuickBooks file with class tracking ๐Ÿ”น Leveraging local networking and Google SEO to drive inbound leads ๐Ÿ‘‰ Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools.

Episode Notes

Learn more at ๐Ÿ‘‰ https://kellcatbookkeeping.com/

Connect with Brian ๐Ÿ‘‰ https://www.linkedin.com/in/kellcat/

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