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

  • I met Kathy Gellis many years ago at a workshop, and it's been one of the best things that have happened to me. My office was stacked with piles and piles of paperwork. I was desperate. I had so much to do that I couldn't get one thing done. My stress level was to the roof, and then I met Kathy. She quickly processed the paperwork, and paid all the outstanding bills, applied for refunds I was owed, balanced my personal and business checking accounts, handled my taxes, she took over my entire business and personal finances. Kathy has been there for me in business, as well as a friend. She is honest, capable, and efficient at what she does. I would recommend her to anyone without a shadow of a doubt.

  • Kathy Gellis of Gellis Consulting, has been with my business for several years doing an outstanding job with my bookkeeping. She is honest , has integrity and has brought several areas of my business together. I am recommending Gellis Consulting for your bookkeeping and accounting needs. Her office staff is very helpful and very professional .

    Jerry Supernaw & Staff

    — Extra Touch Flowers, West Palm Beach

  • Kathy and her colleagues have been absolutely instrumental in the successful operation of our association. They have made my “volunteer” position actually enjoyable, leaving little about which I need to worry. Gellis Consulting is as professional, trustworthy and reliable an organization as I have ever experienced. I also chair my condo association back in Boston and only wish I had Kathy to work with there as well. And in a final tribute, Kathy has become family to us.

    Paul La Camera

    — President, Jupiter Hills Club Condominium Association

  • We are a small business and hired Gellis Consulting in 2015 to handle payroll, monthly and year-end tax filings through Quickbooks.  This has freed up time for us to concentrate on the production of getting work out the door.  Knowing we hired a qualified and experienced person to file all the necessary paperwork helps to reduce the stress tremendously.   Kathy and her staff are very professional and have been a pleasure to work with over the years.  I would highly recommend her professional services.

    Liberty Signs & Graphics, Jupiter, FL

  • "As a company, having a person or company that you can trust with your inner workings and financial status is arduous and difficult. Gellis Consulting took charge and minimized any apprehension we had coming into our initial meeting. Since that time, Kathy has shown immense patience and impressive attention to detail and accuracy. We recommend Gellis Consulting for any bookkeeping needs!"

    Enrique Sasson – Lionheart Printers

  • "I’ve owned my businesses since 2001 and was pretty savvy with Quickbooks.  My company had experienced a little bit of growth and it was becoming more difficult to keep up.  I was given the contact information for Gellis Consulting and have never have looked back.  Any and all issues are solved very quickly and perfectly, which makes it much easier to manage the day to day issues that arise.  Extremely professional and pleasant to work with."  

    Scott Harris – PYRA Promotions, Inc

  • "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.

    Gene Hudon

    — Publisher, Coffee News

Complimentary Consultation

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

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