I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
➡️ Your Money Deserves This
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Hello Reader, What do a software developer and a gym owner have in common? They both wanted to meet with me in person. I have been running a virtual business since 2016. I love that my team is all over the world, my clients are all over the world and that I can travel anywhere I want with my family. However, there is something magical about that person to person connection. Both of these gentlemen had the same experience with their previous accountants: their previous team was smart and likable, BUT they felt unimportant and like they weren’t getting the attention they needed. They felt they had been slotted into a standard approach - facing a kind of “This is just how we do taxes” attitude. They weren’t really sure that approach fit with the size of their business or with their unique goals. They were looking for someone who was just as smart, but also willing to get on the phone with them, and to give them the time and attention to: ➡️ Hear them out ➡️ Ask them questions ➡️ Redirect them based on their unique circumstances That's why I came to the GROW Conference in Galveston, TX last week. You can see this beautiful beach resort where I met people and deepened relationships. I want to know the names and faces of the people I work with. I'm the type of person that if I know a client is going to be at a conference, I will buy a ticket, too, just for the chance to see you and give you a hug. But, even if I only work with you over Zoom, I have built a team that has that person to person connection because your tax strategy and your money are too important for a one size fits all approach. It's something I really pride myself on - our bookkeepers, accountants, and tax preparers all know the names, faces, and unique financial goals of their clients. Seriously. We update each other every month on which clients are close to achieving their annual goals. That’s the whole reason to have accounting. Your numbers should map out and measure your progress along your business story. This personal approach to money sometimes takes me to gorgeous locations. Even in the middle of tax season, I get to go sit on the beach. What a life. What a team. Isn't your money worth this kind of approach? I’d love to meet you and find out! To your success, |
Hi! I'm Katherine, actress turned accountant
I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Hi Reader, “I need momma,” she said with those big, soulful eyes. I was finishing a Zoom call and my 3-year-old daughter had wandered into my office. Every instinct in me wanted to scoop her up and drop everything else. But I also knew—I had a business to run. A business that pays the rent, keeps the lights on, and provides for the very child standing in front of me. So I did what felt like the hardest thing in that moment: I set a boundary. I pulled her in for a quick hug, but I said: “I...
Hi Reader, I clicked to review this tax return and winced. This new client started with us in February 2025. So while we can prepare and file her 2024 tax returns on time, we’re very limited in the strategies we can use to reduce her taxes. The year is already over. Which is why my face was now scrunched and unhappy. 😬 This client’s tax bracket was 24%. In the US, you pay different tax amounts at different levels of income. If you’re a single filer in 2024: You pay 10% tax on your first $0 -...
Hello Reader, Back in October 2016, I was a starry-eyed—yet completely broke—actress. My love affair with money was just beginning. I had a business license, an online course on starting a bookkeeping business, and a 400-square-foot apartment so cramped there wasn’t room for a desk. Every evening, I’d balance my computer on my lap and shove the dog over so I could sit on my smelly, second-hand couch from college—less than 100 feet from the stove, where my husband was making way too much noise...