Keep it Simple & Stay a Sole Proprietor!

Have we officially met?

I'm Katie, a licensed CPA with 10 years of tax and accounting experience, fellow entrepreneur, & mama of two toddlers.
  • I'm highly passionate about educating entrepreneurs to understand & organize the numbers side of their businesses so they can keep more hard earned money in their pockets, stay out of trouble, succeed in their business, and focus with clarity on the things they love. 
  • I spent some time at a local CPA firm working closely with small business owners
  • I also have big corporate experience working for a multi-billion dollar publicly traded company
  • Currently, I'm an entrepreneur myself. I run a home-based bookkeeping & tax practice
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