Kate P.

Accountant & Advisor Navigating the financial complexities of a growing business requires more than just balancing the books. With a dual foundation in accounting and IT systems engineering, I specialize in untangling complex financial workflows to provide business owners with complete, accurate visibility into their financial health. My goal is to streamline your operations, allowing you to focus on growth and strategy rather than administrative bottlenecks. A Multidisciplinary Approach to Your Finances Holding an MS in Accounting and an MBA, my career encompasses a unique blend of military operations, IT networking, real estate property management, and corporate accounting. This diverse background means I do not merely look at numbers on a spreadsheet; I analyze the underlying software ecosystems and operational workflows that drive those numbers. I understand the real-world demands of keeping a business running smoothly and efficiently. Core Services & Expertise As I actively pursue my CPA (expected 2027), I provide dedicated, high-tier financial expertise for targeted projects and ongoing engagements. I partner with clients to deliver: Bookkeeping Clean-ups & Reconciliations: Restoring order and accuracy to neglected, tangled, or complex financial records. Systems Consulting & Optimization: Identifying inefficiencies and resolving operational bottlenecks within your financial tech stack. Fractional Business Advisory: Delivering strategic, data-driven insights to guide your financial decision-making and sustainable growth. Ongoing Part-Time Accounting: Maintaining flawless financial records so you are always prepared for tax season and board reviews. Whether you require an intensive accounting catch-up or a strategic advisor to optimize your operational systems, I am equipped to deliver precise, actionable results. Please reach out to discuss how we can elevate your business’s financial framework.