Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
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Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
Brian Kelly’s Real Estate Bookkeeping Strategy & Tech Stack
Accounting Insiders
35 minutes 31 seconds
5 months ago
Brian Kelly’s Real Estate Bookkeeping Strategy & Tech Stack
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.
🧠 Business Model Highlights:
Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAs—his primary referral source. His strategy? Keep the books clean, and the referrals follow.
🛠️ Tech Stack Breakdown
📌 QuickBooks Online – Core accounting platform
📌 Uku – Task management & automation
📌 Anchor – Invoicing tool
📌 KeepFull – Lead funneling CRM
📌 Zapier – Integration for onboarding & document automation
🚧 Challenges & Smart Solutions
🔹 Navigating solo scalability as a solo practitioner
🔹 Streamlining multiple LLCs in one QuickBooks file with class tracking
🔹 Leveraging local networking and Google SEO to drive inbound leads
👉 Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools.
Accounting Insiders
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
