Katie Wellbaum, Owner
16 years in, and my goal hasn't changed: take the fear out of your finances.
You focus on running your business. I've got the numbers.
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Whether your books need cleaning up or you’re ready for deeper financial insight, we turn your numbers into clear, useful information you can confidently use to run your business.
Whether your books need cleaning up or you’re ready for deeper financial insight, we turn your numbers into clear, useful information you can confidently use to run your business.
Books Cleanup & Catch-Up
Books Cleanup & Catch-Up
Behind on your books? Hand me the mess.
I’ll sort through it, reconcile everything, and get you caught up so you can see what’s actually happening in your business.
And yes, you’ll be ready for tax season too.
Bookkeeping + Financial Management
Bookkeeping + Financial Management
Your books are current. Now let’s actually use them.
I'll work with your bookkeeper or plug in my team. Then you'll get real reports and cash forecasts, so you always know what's going on and what to do next.
Advisory
Advisory
Ongoing financial strategy without a full-time hire.
Thinking about hiring, expanding, or making a big move? Let's look at the numbers together before you commit. I'll tell you straight what the risk is and what it means for your cash.
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