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NO NEED TO STRESS
We free you up to focus on what you do best!
You can rest assured knowing your finances are under control!
View our packages to see what sounds right for your business.
STARTING AT $300/QUARTER
Good for side-hustlers & new small business owners
Quarterly + Semi-Annual Reviews
STARTING AT $200/QUARTER
For sole proprietors, small businesses, and larger-scale businesses.
Monthly Bookkeeping
What Clients Are Saying
Hiring Katie to do my bookkeeping was the best decision I made for my business! As a creative, keeping up with finances is not my strong suit and has left me feeling frustrated and overwhelmed in the past. When I started working with Katie, I felt a huge weight taken off my shoulders and her services has freed me up to focus on the things I love most in my business. I cannot recommend her enough!
Abby Littlefield, Brand & Web Designer
HOW THIS WORKS
01 Consultation
Schedule a call with me to chat about your bookkeeping needs & get a custom quote.
02 Onboarding
I will walk you through everything you need to know for us to work together.
03 Services Begin
You get to sit back + relax while I make sure your books are taken care of.
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How do I begin working with you?Fill out the inquiry form on the contact page and I'll reach out to set up a time for a quick call!
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Who are your bookkeeping services for?I specialize in working with entrepreneurs in the service-based creative industry (branding and web designers, virtual assistants, social media + digital services, photographers, etc).
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What if I don’t have Quickbooks or an accounting software?That’s okay! I can walk you through the options of what will best suit your business. Even if you’ve been in business for months and still don’t have an accounting software, no problem at all. I will help get you get started!
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What if my business income varies from month to month?Many businesses have busy seasons where some months are more profitable than other months. I can set up a consultation to review your books and decide what will best suit your business.
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Can you sign off on my financial statements?No, I am not a CPA! I can prepare your financial statements for you to view, however, I can’t perform audits or sign off on your financial statements as a CPA. However, I work hand in hand with your CPA at year-end to ensure they have everything they need, taking all of the stress off of you!
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What if business isn’t going well and I feel nervous about reaching out?Absolutely everything is confidential. I will not share or disclose any information about your business financials at any time. If your business is experiencing a difficult season, you’re in the right place! Let’s clean up your financials so you can understand exactly what needs improvement.
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What if I'm saving myself money by doing the bookkeeping myself?Even with a basic understanding of bookkeeping, you might still be missing some critical elements to bookkeeping. A professional bookkeeper with the experience and credentials is guaranteed to properly code and record the everyday transactions. Hiring a professional bookkeeper saves you money for two reasons: 1) It helps a business owner understand where they are overspending and how they can improve their performance, which leads to increased profits over time. 2) It decreases the yearly bill owed to your CPA because you are no longer causing them to clean up months of unreconciled, messy books.
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Do you offer tax services?I do not file annual tax returns or offer any CPA services, but we do have a CPA we can refer you to! However, I do offer a 1099 filing service.
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What if I’m in a different city or state?That’s what’s great about this business being completely virtual! For any clients not in the area, I use Zoom for consultations and meetings. All bank statements, receipts, check requests, invoices, etc can be communicated through a shared Google Drive between me and the client.
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