Small business owners average 5-10 hours monthly slogging through bookkeeping.
How would you spend 10 extra hours each month?
Marketing
Let me take bookkeeping off your plate so you can focus on what truly matters.
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
Books Cleanup
A cleanup of your books is a thorough review and fix of your existing bookkeeping. I sort out errors, organize transactions, and bring your records up to date—so you have clear, accurate financials you can trust.
Monthly Bookkeeping with Custom Reporting
With double-entry bookkeeping, every transaction is recorded in two places—so your books stay accurate and balanced. Each month, I categorize your income and expenses, reconcile your accounts, and deliver custom reports that give you real, actionable insight into your business.
Accounts Receivable and Accounts Payable
I help you stay on top of money coming in and going out. From sending invoices and tracking payments to recording bills and scheduling payments, I manage your receivables and payables so your cash flow stays smooth and your records stay accurate. No missed due dates, no overlooked income—just clean, reliable financials you can count on.
Fixed Assets and Inventory Tracking
I help you track the value of what your business owns—from equipment and furniture to products and supplies. With accurate records of your fixed assets and inventory, you’ll always know what you have, what it’s worth, and how it impacts your bottom line. This makes tax time easier and helps you make smarter decisions as your business grows.
App Integration with QuickBooks Online
I help you connect the tools you already use—like payment processors or e-commerce platforms—directly to QuickBooks Online. This streamlines your workflow, reduces manual data entry, and keeps your books accurate and up to date.
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 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 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.
