Kelly's Bookkeeping
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: restaurants, real estate, property management, medical, professional services (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Kelly's Bookkeeping | home page Nov 8, 2026 | |
| Website | https://www.kellykeepsbooks.com/ | home page | |
| Office locality | San Diego, CA | home page | |
| Phone | +18588322176 | home page Nov 8, 2026 | |
| Offers bookkeeping | Documented: HOME | Kelly's Bookkeeping | San Diego, California top of page PROUDLY SERVING SAN DIEGO FOR OVER 30 YEARS Stop... | home page | |
| Payroll coordination | Documented: ...records. Certified. Tired of doing it yourself? Get it done right the first time. Payroll, 1099s, Profit and Loss Statements, Balance Sheet, Cash Basis, Reconciliation Reports... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...compile all of the financial information you will need to file your taxes, including: financial statements and detailed records. Certified. Tired of doing it yourself? Get it... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, real estate, property management, medical, professional services | /about | 5 pts (max 5) |
| Software supported | QuickBooks Online | /about | 5 pts (max 5) |
| Local / remote model stated | Local | home page Nov 8, 2026 | 3 pts (max 3) |
| What is included / excluded | Documented: Payroll, 1099s, Profit & Loss Statements, Balance Sheet, Cash Basis, Account Reconciliations, and everything else you need to stay on track. | home page Nov 8, 2026 | 5 pts (max 5) |
| Onboarding described | Documented: We will arrange a meeting to discuss your needs, so I can help you get back on track. | /faq Nov 8, 2026 | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...feedback. Quickly analyze trends in your industry and highlight areas for growth with monthly reports customized to fit your needs. There's no such thing as a silly question... | home page | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Kelly's Bookkeeping' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Kelly's Bookkeeping' in San Diego, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Kelly's Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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