As a Millennial money expert - itโs my job to make sure you can understand your finances while growing your income and prioritizing your personal financial goals.
Letโs set your future self up for financial success with these programs.
-
Associate Bookkeeping
Same great service and expertise as working 1:1 with Katelyn, but with more flexibility for smaller budgets.
Your bookkeeping is handled on a monthly basis and your business and personal taxes are filed annually.
-
Taxes
Your taxes are prepped & filed for you with 3 options:
Personal (no business/freelance)
Annual Tax Filing for Single Member LLCs/Sole Proprietors/Freelancers
Annual Tax Filing (both business and personal)
-
Done For You
2 VIP plan options to cover you & your books for the year, plans include:
Top to bottom bookkeeping (weekly and monthly)
Creation and filing of 1099s (up to 10/year)
Quarterly strategy calls & more!
-
A La Carte Services
Choose services based on your business needs such as:
One Time Accounting Setup and Clean Up
Business Registration
Payroll Setup
& more!
Client Love!
