Locati Bookkeeping gives you:

Time

No more hours spent chasing down every dollar. No more extra hours trying to be your own bookkeeper on top of running your own business.

Clarity

Finally know exactly how your business is doing, every day. No more month-end surprises, no panicking at tax season.

Expertise

Finally explore your financial goals with a trusted advisor, and get the resources to make those plans happen.

I'm Katherine.

I’m a bookkeeper and trusted financial advisor, specializing in small-to-medium sized businesses who need better financial clarity and work-life structure.

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How we help you

Personalized solutions for the results you need.

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01. Discovery Call

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Book a free, 30 minute discovery call with me where we can discuss your business and your unique financial needs.

02. Diagnostic Review

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Maybe you aren’t ready to commit just yet. Maybe you just want to know how much work your books really need. Locati Bookkeeping offers a paid Diagnostic Review: a complete overview of your business financials. Whether it’s cleaning up incorrect records, catching up on backlog, or changing your payroll process, we give you a roadmap on how to get your bookkeeping up to date and running smoothly, and will go over a report of our findings and recommendations with you. No further obligation required. No strings attached.

03. Monthly Bookkeeping Services

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Full personalized bookkeeping services, including but not limited to:

  • Classifying transactions Reconciling bank accounts
  • Assisted payroll so you can run payroll effectively with your chosen processor
  • Direct communication with your tax professional at tax time
  • Regular communication with a trusted advisory & answers for your specific questions

04. CFO Services

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Tailored monthly sessions for the client who wants ultimate clarity on their business, and wants to reach their financial goals each and every month. For those seeking profound, consistent professional growth.

Can be separate from, or paired with Monthly Bookkeeping Services.

Contact

Interested in working together or just have a question? Let me know!