At Kathy’s Bookkeeping, we help individuals, families, freelancers, and small businesses stay on top of their finances. We handle transaction review, cash tracking, and cleanup for your books, and offer our services both in person and online. As we grow and earn more certifications, we look forward to adding even more ways to support your financial organization.

Transaction Review

We help keep your finances in order by reviewing your transactions on a regular basis. Whether you’re an individual, freelancer, family, or small business, clear records are essential. We make sure everything is accurate and up-to-date for your peace of mind.

• Identify errors or duplicates
• Double-check your income and expenses
• Organize your finances so you always know where you stand

Cash Tracking

Our cash tracking service ensures you always know where your money is coming from and where it’s going. We offer simple tools and reports so you can stay on top of your cash flow whether you’re at home or at work.

• Track income and spending habits
• Spot trends to help you make better financial decisions
• Customize reports to fit your needs

Book Cleanup

Messy books can make it hard to understand your financial position, especially at tax time. We dive in to clean up your books, organize your records, and make sense of everything. You’ll have clear, accurate numbers in no time, no matter how complicated things might seem right now.

• Fix old mistakes
• Sort and organize receipts, invoices, and records
• Prepare accurate financial summaries

Financial Organization Help

If you feel overwhelmed by paperwork or just don’t know where to start with financial organization, we’re here to help. We work with individuals, families, freelancers, and small business owners to create easy systems that actually work for you.

• Simple step-by-step plans
• Personalized tips for staying organized
• Ongoing support as your needs change