Practical solutions for businesses that want to work smarter.
Bookkeeping
Operations + Efficiency
Strategy
Bookkeeping
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Good fit for sole proprietors with basic bookkeeping needs. Includes monthly reporting and quarterly meeting.
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For businesses with less than 5 employees that want to run payroll in addition to bookkeeping services.
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For larger businesses with employees and contractors that want to run payroll + bookkeeping. Or small businesses with many transactions or complex transactions.
Operations + Efficiency
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Working with current day-to-day operators to come up with or refine processes that are repeatable and deliver consistent results.
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Working with employees during their normal workday looking for inefficiencies and where current processes are breaking down so SOPs can be updated and processes improved.
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Taking the day to day needs, breaking it down to efficient procedure, getting that into documents that employees can use for training and housing it all in a place that is convenient for you.
Strategy
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Reviewing the current state of affairs, setting goals, breaking them into milestones and turning that into a plan.
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Working up intentional Mission & Values, thinking through hiring goals, listing the attributes of a good hire and reviewing what each position has to offer potential hires.
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Have an idea that needs fleshing out? Want to know if a new product or serve would be profitable? Let me do the heavy lifting and give you perspective on the pros and cons.
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About Katy
I work with small businesses that are ready to get organized and grow. If your bookkeeping's a mess, your day-to-day feels harder than it should, you can’t seem to hire the right people, or you're making big calls on gut feel because you don't have the numbers in front of you, that's exactly where I come in.
Small business growth leads to thriving communities. I want to live in a world where small business continues to sustain local economies. This started as a part-time passion project, led me to business school and has evolved into full time work that I truly enjoy.