Hi I'm Katie

Your Financial Guide
I've been around numbers my whole life — and I still love that moment when a business owner looks at their books and it finally clicks.
I grew up working in my families manufacturing company. Working in different positions I found a real attraction to the financial side of the business. Learning the ins and outs of day to day cash flow, payroll, budgeting, I absorbed it all.
That start built something that stayed. I've been in accounting full time since 2002 — earning my degree along the way, growing into larger roles, and building a bookkeeping practice on the side. Growing up inside a small, family-run business gave me something I didn't fully appreciate until later: I know what it actually feels like to run one. The pressures, the decisions, the way the numbers can feel like they're either working for you or against you. That perspective lives in everything I do.
The through line in all of it has always been the same: helping people understand what their numbers actually mean.
It's why I started Happy Books Co., and why I'm leaning hard into Financial Clarity Coaching. I've watched firsthand what changes when a business owner has real financial clarity — the decisions get sharper, the stress drops, and the business starts working for them instead of the other way around. That's what I want to offer: not just clean books, but a real relationship with someone who knows your goals and genuinely cares where you're headed.
When I'm not deep in spreadsheets, you'll find me at the gym, spending time with my family, or hanging out with any animal that will let me.
