Katie White

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Zip code

Annual income

Entity type

Accounting needs

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Introduction: I love working with small businesses to provide hands on financial support to make the owner’s lives easier. They now have time to concentrate on their customers and I handle the finances. As a full charge bookkeeper, I manage the monthly reconciliations, maintain the general ledger accounts, oversee cash flow and identify areas of concern, provide accounts payable and receivable support and will prepare monthly financial statements. Neglected your books over the past year? I love to help business and individuals get organized and up to date! My services are provided virtually which means you will never have to worry about that extra overhead of having someone in-house.

Overview

Hired 3 times

1 employee

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

2 photos

Reviews

Customers rated this pro highly for responsiveness, punctuality, and work quality.

Great 4.7

6 reviews

5

83%

4

0%

3

17%

2

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1

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Kimberly P.

May 22, 2018

Katie is great. Fun to work with and always gets what I need done!

Sue H.

Aug 18, 2018

Katie has made my bookkeeping much more organized, detailed and accurate, which makes my life much easier. Her skills, knowledge and experience are real assets to our small business. Katie is efficient, timely and very responsive. Add to this, her friendly and helpful demeanor make her a joy to work with!

Belen G.

Feb 9, 2019

Katie White has gone above and beyond the call of duty to provide services that our non profit needed. Our nonprofit is young and struggled due to needing a good bookkeeper to get our accounts in order. Katie has helped by organizing our accounts, providing reports and taking care of other items that needed attention. Our agency will continue to work with Katie as she has successfully brought out accounts to good standing.

Jazmine K.

Jul 22, 2018

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Hired on Thumbtack

Katie, has been great since she started, keep me updated and she saw everything that was wrong with my QB’s right off the bat.

Accounting

Belen G.

Jul 28, 2018

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Hired on Thumbtack

I just connected enough to set up an appointment. I will rate later.

Accounting

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Pricing will vary based on the size of the business and exact needs.
What is your typical process for working with a new customer?
A phone and/or video call to meet, to discuss specific needs and goals, work out pricing/payment options and time spent getting to know the business.
What education and/or training do you have that relates to your work?
I have a MBA from Brandeis University and have several years of office management experience. I also am a full time accountant.