Financial Management
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Financial Management That Actually Makes Sense
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.
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.
✔ Transactions categorized & reconciled
✔ Invoices and bills tracked
✔ Payroll support (if you need it)
✔ Expense tracking + realistic budgeting
✅ 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
✅ 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 – My clients consistently reduce financial stress, improve profitability, and finally feel in control of their business.
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:
1️⃣ Book a free consultation – Let’s talk about your business and your challenges.
2️⃣ Get a custom game plan – We’ll build a financial strategy just for you.
3️⃣ Start seeing results – With ongoing support, guidance, and peace of mind.
📞 Call me today: (405) 458-8780
📩 Or email: info@fitfinancialcoach.com
📋 Or just fill out the form below to get started!
💰 You don’t have to figure this out alone—request your FREE consultation today!