About Us

Your local concierge Bookkeeping Service in Jupiter, FL and serving all of the Palm Beaches

At Gellis Consulting we are a full service management firm and concierge bookkeeping service in Jupiter, FL, and believe that a management firm acts as an invaluable long term partner to your business or personal life. As a Certified QuickBooks ProAdvisor, with more than 20 years of experience in bookkeeping services, office management, and personal management, there is nothing we have not seen or handled. Check out what we do or start a conversation with us to learn how our uniquely tailored plans can simplify your life.

How can we help?

Our Services

Bookkeeping for Business

Uniquely designed and tailored plans to meet current and changing needs, with accurate and timely reporting for both you and your CPA.

Management Services

Hand in hand with bookkeeping, we provide management services that help keep your business running smoothly, and frees up your time to focus on current and growing needs.

Wrap Around Services

We offer document management services including paperless, which allow you to dig out from under those piles of papers that clutter your desk and your life.

At Your Office

We come to you – and provide full service bookkeeping on site at your office. We can even bring the technology.

At Our Office

We can maintain your books and store your records securely at our office, an efficient option especially for those on the go.

Remote Services

A popular option for our clients who live around the country and around the world – we embrace technology. Our high standard of service is maintained across the miles.

Personal and Family

We cater to active individuals and families on the go that want a trusted partner that can provide bill pay services, management for special projects, oversight, and be the liaison to their CPA and other professionals.

Senior Services

For seniors, we offer personal management services, including banking, bill pay and sometimes just a visit over coffee and cake, that bolster confidence and independence. We help them identify and organize the records they need to keep and arrange to shred what they don’t.

Planning makes perfect

Our Process

Consultation

 

Your journey has begun. Our complimentary consultation will help get to the root of your needs and allows us to discuss with you the best course of action to take. Sit back and enjoy a cup of coffee and let us show you how we can simplify your life.

Plan Development

 

After our consultation we will begin developing your customized plan of action. This is the blue print to achieving your goals for your business or personal life, or both.

Blast Off

 

Congratulations! You are officially launching a new chapter in your life. You are now free to focus more on what is important to growing your business or enjoying life, and less about the behind the scenes activities.

Your feedback matters

  • "Kathy Gellis of Gellis Consulting has done an outstanding job in bookkeeping for my business. Gellis Consulting is patient, methodical and persistent in organizing your business financials and is also reasonably priced. I would highly recommend Gellis Consulting to any small to medium size business.”

    Darren D. Shull

    — Esquire

  • "Kathy has been handling our books for over 5 years. When we started working with her, it was just us working with a spreadsheet - doing everything ourselves. We have grown to having full time employees and we never have to worry about our books or our information getting to the accountant in a timely manner. It's just handled. And she's always willing to jump in to help at a moment’s notice when we need it. She's a vital part of our company. We trust her fully and regularly recommend her to people who are in need of bookkeeping services."

    Andrea Rigler

    — President, WebManna

  • "I am a fully engaged entrepreneur and family man, and like many others living full lives, find myself excitedly chasing down one opportunity after another. However, something that I have never been excited about chasing down is my monthly bookkeeping and tax filing. Working with Kathy has been a pleasure. She is extremely professional, effective and accommodating. She was willing to go above and beyond to find methods that would work best for me and my business. If you find yourself either neglecting these important elements, or being frustrated by the time and effort they require of you, I encourage you to reach out to Kathy and discover how working with her might help bring you greater productivity and peace of mind."

    John G.

  • "Experienced, efficient, reliable...exactly what we were looking for!"

    M. Fernandez

    — Joey D Golf

  • "Kathy Gellis has a thorough understanding of the full capabilities of QuickBooks software which far exceeds that of other bookkeepers I have worked with. She designed an accounting system tailored to the specific programs and management information needs of our not-for-profit. As a result, our officers and directors have financial information truly helpful to decision making. She is a pleasure to work with."

    Eric Rydstrom

    — Treasurer, Navy League of the United States, Palm Beach Council, Inc.

  • "We're excited to tell you how grateful we are for your assistance. Our company is growing quite rapidly, much of it due to the fact that you've taken the burden of keeping a watchful eye over our books while we go about doing what we do successfully: adding new business.

    On a second note, helping our Mom with her checkbook and savings account, has given her more confidence that she has money in the bank, and she no longer has sleepless nights wondering whether she can get by.

    Don't know what we'd do without you. Well, maybe we do. It would involve counting on our fingers and toes!!LOL!!"

    Randy and Judy H

    — Palm Beach Gardens

  • The value of time!!! Publishing , editing, printing, delivering, selling ad space for Coffee News is a full time effort. Taking the time to learn Quick Books , make entries, reconcile bank statements, prepare reports for my accountant is not something I have time to do accurately. I needed to find someone I could trust, have minimal communication, and provide me with timely reports. Gellis Consulting has been my invaluable resource to provide me with support I need in this area of my business. Kathy Gellis has also provided insight into the approach a small business should take regarding their overall record keeping as well as suggestions to improve overall account and sales management. Consider Gellis Consulting for your business or personal financial records keeping.

  • "Kathy, I wanted to take a moment to thank for the terrific service you have always afforded me. I was resistant to hire anyone to handle my books not only because I would be allowing someone to view my financial affairs, but also because I was concerned about a potential lack of follow through. You have succeeded in changing my views completely. Not only do you work as fast as lightning, but I have no concerns whatsoever that my private affairs stay private. You are very much appreciated!!"

    Stacie Sciolino

Complimentary Consultation

Sit back and let us show you how we can simplify your life… The coffee is on us.

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