Hi, I’m Katie.
I am a Quickbooks ProAdvisor, specializing in helping you set-up, clean-up and/or catch-up on your books.
For over a dozen years, I have been working with high net-worth individuals and small businesses as a traditional bookkeeper. I have extensive experience in the day-to-day maintenance and management of clients’ books, and my specialty is making sense and order of messes, mismanagement, errors, and complications, giving my clients a sense of ease as a result.
I have a special gift for making people feel comfortable and relaxed with the process, taking away any shame, guilt or stress about having things out of order, while implementing a plan to re-establish order.
If you need to dig yourself out from under a pile of financial paperwork or back-logged receipts…
…or your books are in disarray after being mismanaged by someone else
…or you want to set up a process for financial organization that makes keeping up with your accounting much easier
…or you’ve already got a stellar system established and you simply want someone efficient and meticulous to take over the day-to-day.
I am an expert in helping people unclog their paperwork pipes and free their financial flow – while also helping to restore their confidence around this part of their lives.
How I Work
There are three stages to our work together: an initial three-hour session, follow-up sessions to complete the work, and ongoing support to maintain your new systems.
Initial Session
Each new client begins with an initial session where we begin the process of setting up & implementing a new system or diagnose any problems in the current system and start putting things back on track. This can happen remotely or in person.
$390 for up to 3 hours
Follow-Up
After the initial 3-hour session, we will use follow-up sessions to continue executing our plan for getting your finances in order.
$125/hour for the completion of the project
Maintenance
Once everything is in order and your system is in place, I can train you on maintaining it yourself or I can provide you with regular maintenance to keep the books in shape. I can also take over ongoing maintenance of existing systems that have previously been set up by you or another party.