Skip to content Skip to footer
Close

Financial Management That Actually Makes Sense

6.23.25KateEdits-5

Let’s Simplify Your Business Finances—Together.

Running a business isn’t just about passion and hustle—it’s also about making smart financial decisions. If you’re tired of feeling in the dark about your numbers, worried about taxes, or just overwhelmed trying to manage your books on your own… I get it.

Hi, I’m Kate— former tax manager at PwC. Now I help real people like you build profitable, sustainable businesses through practical financial coaching and support.

Introducing the 12-Month Financial Management & Coaching Plan

This isn’t just bookkeeping. This is an all-in, step-by-step support system designed to help you understand your numbers, organize your finances, and confidently make decisions that help your business grow.

We’ll clean up the chaos, build a financial game plan, and meet monthly to make sure you’re staying on track—without the stress or confusion.

Ready to stop guessing and start leading your business with confidence? 

Let's Talk
6.23.25KateEdits-17
6.23.25KateEdits-37

What’s Included in the Plan?

Bookkeeping & Financial Cleanup

I’ll make sure your books are accurate, your expenses are tracked, and you finally have clarity on what’s coming in and what’s going out.

  • Just launched a business and don’t know where to start?
  • Been flying blind when it comes to cash flow?
  • Making sales but still feel broke at the end of the month?

QuickBooks Setup & Support

Never used QuickBooks? That’s okay—I’ll help you get set up and make it easy to use. Already using it but overwhelmed? I’ve got you.

  • QuickBooks Online setup and integrations
  • Custom chart of accounts based on your industry
  • Hands-on training for you or your team
  • Ongoing help whenever you get stuck

Monthly Reports & Coaching

Each month, I’ll walk you through your financial reports (in plain English), highlight what’s working, and help you make smarter business decisions.

  • Profit & Loss, Balance Sheet, and Cash Flow Reports
  • KPI tracking tailored to your goals
  • 1-on-1 coaching calls for clarity and accountability
6.23.25KateEdits-24

Tax Planning & Filing

No more surprises at tax time. We plan ahead so you can breathe easy—and keep more of what you earn.

  • Quarterly tax check-ins and strategy sessions
  • Maximized deductions and proactive planning
  • Small business tax returns (state & federal)
  • IRS support if anything ever comes up

Who This Is For

This plan is ideal for

✔ New business owners who want to start strong
✔ Service-based entrepreneurs & solo founders
✔ Small business owners up to $1M in revenue
✔ Nonprofits looking for financial structure and clarity

This is not for

✗ Large corporations with an accounting department
✗ Business owners who don’t want help or feedback
✗ Anyone not ready to commit to long-term growth

Why Work with Me?

✔ Because I’ve Been There

 I left the corporate world and built this business from scratch as a single mom. I know what it’s like to juggle a million things and still feel unsure about your numbers.

✔ Because I Make It Simple
No jargon. No lectures. Just honest support and clear steps to move your business forward.
✔ Because It Works
No jargon. No lectures. Just honest support and clear steps to move your business forward.
6.23.25KateEdits-8

Let’s Get Started

Imagine knowing exactly where your money is going, having a plan for growth, and feeling confident in every financial decision. That’s what this plan gives you.

Here’s how we start

Book Session Now

Text Me

  • Detailed solution
Send Email

Call me today

  • Instant solution
Let's Talk

Deep Dive

  • Sit and relax
Fill the Details