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 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!
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!
Sign-up for Your Free Discovery Call!
What People Say
“Kate is very caring, competent and insightful! Her work, dedication to excellence and warm heart has been so valuable to our team. Do not hesitate to hire her for your VA needs!”
Laurel Elders, Founder of The Institute of Integrative Coach Training, https://www.integrativecoachtraining.com/
“Deciding to hire Kate has by far been one of the best decisions I’ve made for my business thus far. It’s not just having any help that can up-level your business, it’s having Kate. I’ve had many assistants over the years but none are as thorough, detail oriented, organized, and as accountable as Kate. Plus she has a delightful personality! I’ll never forget the first time she proactively followed up on a to do that I didn’t ever remember myself… I was floored and deeply grateful for the ownership she took for my business. That is a rare trait to find and I’m so lucky to have Kate on my success team.”
Tabitha Danloe, Executive, Business & Life Coach, The Divine Sophia https://www.thedivinesophia.com/
“Kate has been wonderful in helping our company get on top of our finances. She is highly experienced, easy to work with, intuitive and has an excellent attention to detail. We are eager to work with her further to set more proactive revenue goals and grow the company’s social media presence.”
Laura McKaughan, Envirolutions Consulting https://www.envirolutionsconsulting.com/
Let’s save you time and money together.
Schedule a free 30-minute Discovery call with Kate today!