Hey there, I’m Katelyn!
Your CPA, bookkeeper and entrepreneur BFF
I’m a CPA with over 12 years of experience navigating the world of taxes. I’m passionate about helping female entrepreneurs take charge of their financial success—because your business deserves a solid foundation, and you deserve to focus on what you love.
Grab our free DIY bookkeeping checklist!
Ready to conquer your finances like a pro? Grab our FREE DIY Bookkeeping Checklist! It's your step-by-step guide to mastering the numbers game, keeping your expenses in check, and making bookkeeping a breeze. Download now and take control of your business—no CPA required!
Numbers not your thing but aren’t ready to outsource?
Beware of little expenses; a small leak will sink a great ship
-Benjamin Franklin
Bookkeeping is the foundation of business.
How can I help
Business Foundation and Tax Consulting
Ready to turn your business idea into a reality? Our Business Foundation Consulting service is here to help you lay the perfect groundwork! From picking the right legal structure to setting up smooth operations and creating a rock-solid business plan, we’ll guide you every step of the way. Let’s make sure your business starts strong and grows even stronger!
Monthly Bookkeeping
Say goodbye to the bookkeeping chaos! With our monthly bookkeeping services, we'll keep your numbers in line, so you can focus on growing your business and enjoying the ride. We’ve got the spreadsheets, you’ve got the vision. You can expect monthly reports to track exactly where your profit is so you can make sound decisions at the drop of a hat.
New Business Accounting Setup
Starting a new business? Let’s get your finances off to the right start! Our New Business Accounting Setup service will lay the foundation with a customized system that fits your needs. From legal formation, to chart of accounts and software setup, we’ll make sure your numbers are ready to grow—no stress, just success!
Accounting and Bookkeeping Services
Meet Katelyn
Get to know your business hype woman
Hey there! I’m a CPA with 12 years of experience in public accounting—helping you conquer your numbers and find financial confidence is my passion. When I’m not crunching numbers, you’ll find me outdoors with my kids and pup, embracing my woo-woo spiritual side (hello astrology - Gemini here 🙂), and empowering amazing women to build their dream businesses. Let’s make finances fun, stress-free, and totally aligned with your goals.
Let’s get a few of your questions answered!
FAQ
01.
Do you handle tax services?
Not at this time. My priority is focused on bookkeeping and advising for clients. However, I do partner with multiple CPAs who specialize in tax compliance, so you are covered during tax time.
02.
How do you charge for your services?
I keep it flexible! How I charge really depends on the scope of the project. For some services, I offer a fixed fee so you know exactly what to expect, while for others, I work on an hourly rate. Let’s chat and figure out the best approach for your situation.
03.
Do you offer virtual accounting services?
Whether you're near or far, our team can provide you with expert accounting support remotely. We use secure, cloud-based tools to manage your financials, ensuring you stay on top of your numbers no matter where you are.
04.
How can I get started working with you?
Getting started is easy! Simply fill out the contact form on the website or send an email to katelyn@happybooksaccounting.com, and I’ll get in touch with you to discuss how I can best support your business. Can’t wait to get started!
