(310) 910-0002
info@kellyrolfe.com

SERVICES

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

 

Taxes

TAXES

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.

Accounting

ACCOUNTING

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