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I help my clients stay on track and achieve their business goals by managing their Finances through Quickbooks Online as a ProAdvisor Accountant, as well as creating client relationship management automation, tasks, and systems in the background. This allows my clients to reach their full business potential.

As a Certified Quickbooks ProAdvisor Bookkeeper, I save my clients time, energy and money! Having a monthly bookkeeper prevents mistakes, prevents having to spend big to clean up your books before taxes and makes tax time painless!

View my Quickbooks ProAdvisor Profile here:

As a Dubsado CRM Strategist I setup Client Relationship Management Systems, create automated processes that help create time and more money for my clients. Dubsado CRM helps my clients manage their online businesses behind-the-scenes without them having to! My clients are then able to:

🖋️ Book Clients
💸 Get paid Quickly
📅 Schedule Appointments
📄 Create branded documents (signable contracts, questionnaires, proposals, etc.)
📒 Access Accounting and reporting
✉️ Build relationships with clients

It’s all done easily with Dubsado. P.S. I can help!!

I have more than 12 years of business and administrative experience. While receiving my BA in Art, I started working full-time as an admin for East Carolina University. Progressing in my admin role I moved to different departments in the University which allowed me to gain more experience and skills. Fast forward 10 years when I followed my husband to New Mexico where I started my own organic subscription box business and a blog- The Clean Body Blog.

While working on my business endeavors, I started working as an Executive Assistant for a well-known retired businessman. There I continued to hone my skills, learning new skills like Quickbooks, bookkeeping, investing and more!

Along this time, I became interested in transitioning away from my blog and subscription business to virtual assistance and started training and learning remote business practices. My hearts desire is to help others, so naturally, I lean into businesses that are socially conscious, coach others, help the environment and make great change happen, however, I am here for all entrepreneurs and business owners!

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Schedule a free 30-minute Discovery call with Kate today!

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