Founder & CEO
Kate Phillips
- Former Roles:
- Tax Manager at PWC (Florida)
- Non-Profit Tax Manager for PGA Tour (Florida)
- Entrepreneurial Shift:
- Solo practice in 2012
- Specialization:
- Small Business Owners
- Real Estate Investors
- Realtors
- Business Journey:
- Educate Entrepreneurs
- Personal Journey:
- Single Mom of two girls Savannah & Reagan
- Kicked Cancer’s Ass twice!!
testimonials
What Our Clients Say
“Kate helped me turn my finances from a mess into a system I actually understand. I’m finally making money I can see.”
“Kate helped me understand my numbers for the first time ever—and it changed everything.”