How would you spend 10 extra hours each month?

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the bookkeeper

Hi, I’m Kate.

As a certified QuickBooks Online ProAdvisor, I empower business owners like you to take control of their finances with personalized solutions, clear monthly reporting, and streamlined processes that free up your time and increase your profits. On average, my clients see a $5,000 annual boost to their bottom line, thanks to improved organization and actionable insights.

With a talent for creating order out of chaos and leveraging the latest tools and technology, I’ll help you stay ahead of your numbers and identify growth opportunities you might otherwise miss. Whether it’s setting up efficient systems or delivering customized reports that make sense of your financial story, I’m committed to giving you the clarity and confidence to make smart, informed decisions that drive revenue, increase margins, decrease expenses, and reduce taxes.

the services
the process
01.

Let’s chat

YOUR BUSINESS, YOUR GOALS, YOUR CALL

We’ll discuss your business and goals and how I can make your life easier. Share your challenges and learn how stress-free bookkeeping can save you time and energy.

02.

Deep dive

TAILORED SOLUTIONS START HERE

I’ll take a thorough look at your books and assess your unique needs. Whether it’s a clean-up and/or ongoing monthly support, I’ll craft a plan tailored to your business’s financial success.

03.

Your custom plan

CLEAR, SIMPLE, AND BUILT FOR YOU

You’ll receive a proposal that includes an outline of my services, a transparent monthly fee, and a simple contract. No surprises—just clarity and confidence in your next steps.

04.

We get to work

FROM CLEAN-UP TO MONTHLY CONSISTENCY

This may involve organizing your records, cleaning up past issues, or starting monthly services right away. Consider your bookkeeping stress handled!

05.

Sit back and succeed

FOCUS ON WHAT YOU DO BEST. I’VE GOT THIS!

Leave the hard work to me while you focus on running your business. You’ll receive clear, accurate monthly reports so you always know where your finances stand.

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