(310) 910-0002


BOOTCAMP & Workshops

Kelly Rolfe provides a number of Business and Financial Workshops. Our Most popular are our Boot Camps:

Basic Training

       Clients are taught principles of personal financial management to gain total control of their finances through a systematic process.

  • Each phase includes a 2 hour start up meeting, plus 7 regular meetings (90minues)
  • 3 Phases – each 4 months long
    • Phase 1: Budget, Spending Plan, Emergency Fund, Debt Snowball
    • Phase 2: Life style Planning, Generating additional income, credit, investments/Passive Income
    • Phase 3: Financial Planning: Fully Funded Emergency Fund, Taxes, Insurances, Retirement
  • Ideal Client for Couples, Professionals & Entertainers

Extensive Training

Clients are taught principles of personal financial management to gain total control of their finances through a systematic process.

  • Includes all phases of boot camp, for a total of 24 Meetings
  • 12 month program plus 2 bonus follow up meeting
    • Bonus meetings at the 3 month and 6 month mark following program completion
  • Ideal for those desiring to complete all phases of BootCamp

Financial BootCamp for Entrepreneurs

Enables Entrepreneurs to have a clear path to business goals and increase their business sales and income

  • Program extending over 6 months
  • Meeting twice a month, for 90 minutes
  • Ideal for Small Business Owners

Small Business Mastermind Group

Takes a group approach to Business & Financial BootCamps

  • Group of 10 people
  • Goes through phases of BootCamp
  • Requires a minimum 3-month commitment
  • Ideal for individuals that would prefer group input 


In addition to our BootCamp Programs, we offer a number of Small Business Workshops: 

QuickBooks Online Training

Get Ready for the Money (Preparation for Small Business Loans)

Non-Profit 101 Training

Financial Strategies for Business Success




We pride ourselves in delivering professional service, expert advice and the maximum return. We're here to serve you throughout the year:

Specialty tax areas are:

- Sole Proprietor, Schedule C

- Partnership, 1065

- Corporate, 1120 & 1120s

  • Personal Tax Returns
  • Business Tax Returns, including
  • Tax Planning
  • Tax Shelters.



We specialize in Accounting Services for 

Small Businesses,  

Non-Profit Organizations and Churches. 

Accounting Services
  • Bill Pay
  • Bookkeeping
  • Budget Construction & Management
  • Financial Reporting
  • Financial Statements
  • Fund Accounting
  • Payroll
Below, please find a general client ‘To-Do’ overview:

On-call financial consultant

Pay client bills and make deposits

Collections: Send out monthly invoices to billable vendors/clients

Payroll: Prepare complete payroll services

Tax Returns: Prepare personal and business tax return

Update & produce financial statements

Update the financial position of their business

Quick Books and Excel: Computerized accounting and software assistance

Our Address

9800 S. La Cienega Blvd
Suite 310
Los Angeles, CA  90301
(310) 910-0002

Contact our office for
Enrollment Assistance

Kelly Rolfe Financial Services is a Certified Enrollment Entity (CEE#IIEIADIJHB) for  Covered California