After years of experience as a tax accountant, I noticed a critical gap in the process that often left businesses scrambling during tax season. Clients would bring in their paperwork for tax preparation, and far too often, it required numerous adjustments before it was ready for filing. By the time the documents were submitted, it was already too late to address any potential tax-saving opportunities or mistakes that could have been avoided earlier.

I realized there was a clear need for an intermediary between businesses and their tax accountants—someone who could proactively manage financial records, identify issues before they became problems, and work with tax professionals to ensure everything was in order well before the filing deadline.

Hi, my name is Katie!
I'm your numbers gal.