- Katie

- Katie

Hi, I'm Katie, and I’ve spent over 25 years helping businesses navigate the complexities of accounting and tax planning. With a Bachelor of Science in Public Accounting from Husson University and a Master’s in Taxation from Bentley University, I’ve gained a deep understanding of the financial landscape from both a practical and technical perspective. But beyond the degrees and experience, what truly drives me is helping business owners like you make sense of your finances so you can focus on what you do best: running your business.

I’ve seen firsthand how many people think of bookkeeping as just paying bills and balancing a checkbook. But in reality, it’s so much more than that. Bookkeeping is about creating a clear, accurate financial picture that empowers you to make smart, informed decisions. It’s about interpreting the data in a way that gives you insights into your business’s health and long-term success. And it’s about understanding the rules for different types of business entities, so you’re always compliant and on track for tax planning.

That’s why I started my business—to bridge the gap between business owners and their tax accountants. I’m here to help you stay ahead of the game, avoid costly surprises, and ensure your financials are strategically organized to support growth. My goal is to give you the peace of mind that comes with knowing your financial foundation is solid, so you can spend more time doing what you love and less time worrying about the numbers.

About Me