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 25 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

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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.
 

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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.

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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

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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.

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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.

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Wraparound 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.

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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.

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.

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Your feedback matters

Complimentary Consultation

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

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