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About

I'm a member of Intuit/QuickBooks's Solution Provider Enterprise Council, the Intuit/QuickBooks Trainer Writer Network, and am Advanced Certified in both Desktop and Online QuickBooks. I've logged years of working hard to build a team of bookkeepers and QuickBooks specialists that are unsurpassed in their abilities to set up and maintain your QuickBooks environment, and the combination of these skills are hard to find.

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Reviews (8)

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Alex Lucero

4 February 2019

Leah did a great job at explaining the POS options to us and working to get a system put together for us. We look forward to working with her again.

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Lynn Nelson

6 April 2018

I realized I was in deep waters when I created my own “S” Corp and then did not know what to do. I had no idea where to turn. Then I found Katie. I have access to all the Inuit online suite of products at a seriously discounted rate through KHBOffice. And I have a brilliant, kind accountant who has taken all of the fear factor away from owning my new business. She knows the in-and-outs of LLCs and Corporations and will make quick work of your booking needs. If you are a small business owner and need bookkeeping and payroll and accounting services, you will be stunned and amazed by Katie's knowledge. The best part is how she will engage you and teach you how to run your business and she will get all of your accounting sorted out. I could not have been more intimated and frustrated before finding Katie. She will straighten you out and streamline your process and exposure to costs. Also, she will get you and your company ready for the tax season. Do not hesitate to contact Katie at KHBOffice. She will save you and your company time and money and you can stop losing sleep over your company's accounting and bookkeeping! More...

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Jill Mulay

9 March 2018

Katie has been wonderful to work with. She is very responsive and quite knowledgeable on QuickBooks. She is always able to answer my questions and solve any problems I have had. I would highly recommend her to anyone! More...

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Brad Hardee

17 February 2018

Katie is very easy to work with. She responded promptly and is personable. She was able to help me resolve a unique QuickBooks challenge created by our bank. She also helped me catch up from the three month backlog the issue created as I tried to figure it out myself. Should have called Katie sooner... More...

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Laura Martin

11 February 2018

I have used Katie several times and I am never disappointed. Very knowledgeable and helpful for whatever task is needed. Highly recommend her and her company. More...

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Neil Sheehan

5 February 2018

Katie is great. Very communicative. Willing to answer all questions and work w/ novices like myself! Take breath, email Katie and let her help you!

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Natalie Wilson

1 February 2018

I’m so grateful I found KHB! I went from looking for help with QB to hiring Katie’s team to handle my paperwork. I couldn’t be happier with how diligently things are taken care of and how quick they are to respond to me. This decision has lifted a burden off of me so that I can focus on my work and what I do best. Katie is truely a member of our team! More...

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Stephanie Crouch

29 December 2017

As a first time user of QuickBooks, I am eternally grateful to Katie and Sarah for helping me make sense of things! They have both been incredibly helpful, patient and encouraging as I ask some very basic questions. My confidence increases each time we work together. Thank you both! More...

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Q&A

We provide B2B bookkeeping and QuickBooks services. We partner and support local CPAs and EAs to complete bookkeeping for clients, and we also provide services for small business owners using QuickBooks software.

An accountant or bookkeeper can make or break a company. Having mushy data can hobble your decision-making abilities. With good data, you can make good decisions, and to have good data you typically need to either be a great DIY bookkeeper, or you need to find one who can support your books by offering reconciliations of your data, or who can complete your books for you.

Working with small businesses, hands down. Being able to work with our clients for years means we get to see them grow, and that is a great reward for us.

I saw a need for a bookkeeping service that really worked hard for their clients, and which really worked to continue their education, and to provide professional-level bookkeeping services. Out of that came our partnership with Intuit as a Premier Reseller (100K Club since 2016), and our President is a member of the Intuit Trainer Writer Network.

When it comes to QuickBooks, we work with it day in and day out. We've seen everything. We know how to take your project from wherever it sits at this instant, and get your books to a place where they truly become a real-time asset for your business. The ROI with good data and our services is measured in the strength of the decisions you are able to make because of the work we put in to make sure your numbers are accurate.

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Services

We verify or enter data for the period, reconcile accounts, enter adjusting/closing entries, and send you and/or your accountant a copy of the reports produced.

We set up a series of sessions, typically lasting 1 hr each, over the course of a few to several weeks. We start with a walk through, and then follow up with reinforcement training and Q&A.

We set up your QuickBooks Enterprise environment according to an outlined SOW. We have set deliverables and go live, and you are paired with an Enterprise Specialist from our team who follows your project until your team is up and running.