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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Profit First Bookkeeper for Contractors & Healthcare Businesses | QuickBooks ProAdvisor
I'm Katelynn Martin, owner of Martin Virtual Solutions (MVS). I provide strategic bookkeeping and Profit First implementation for family-owned businesses in the trades and healthcare, so you always know where your money is going and can actually pay yourself what you deserve.
Unlike a typical bookkeeper who just reconciles your accounts and sends a report, I make sure your financials are decision-ready. You'll know your profit margins, cash flow position, and whether you can afford to hire, expand, or buy that new piece of equipment, without guessing.
WHAT CLIENTS HIRE ME FOR:
✔ Monthly bookkeeping & reconciliations
✔ Bookkeeping cleanups (months or years behind, no judgment)
✔ Profit First setup and implementation
✔ QuickBooks Online setup and training
✔ Clear, readable financial dashboards
MY PROMISE:
Fast responses. Clear explanations. You'll never wonder what's happening with your books.
CREDENTIALS:
• QuickBooks Online ProAdvisor
• Profit First Certified Professional
• Specializing in contractors (HVAC, plumbing, electrical) and healthcare practices (chiropractors, dentists, med spas)
Best fit for businesses doing $500K–$3M in annual revenue with 5–15 employees.
Not sure if we're a fit? Reach out, I'm happy to talk through it.
Overview
Hired 6 times
Serves Montague, NJ
Background checked
3 employees
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check and Credit card.
Customers rated this pro highly for responsiveness, professionalism, and value.
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3 reviews
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Damico N.
Mar 19, 2021
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Hired on Thumbtack
Katelynn is one of the best decisions I made for my business. She is detailed oriented and quickly became an extension of my business. I would offer an enthusiastic recommendation for Martin Virtual Solutions to any small business owner looking for exceptional bookkeeping services.
Accounting
Todd T.
Jul 18, 2020
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From Google
As a first time business owner, Katlynn was able to take my quickbooks that I totally messed up for the first year, fix and get me an accurate P&L in record time! She will taylor a bookkeeping solution for you and your business that will give you more time to focus on making money!!! Absolutely amazing service!!!
Andrei C.
Feb 8, 2021
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Hired on Thumbtack
Very professional, friendly and fast!
Accounting
Credentials
Background Check
Katelynn Martin
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I offer both package and percentage-based fees to fit any budget.
What is your typical process for working with a new customer?
We discuss what you love and hate about your current bookkeeping system and what you need going forward in order for you and your business to thrive. I'll then provide you with a proposal. Once accepted, you are onboarded and your information received using our secure portal and from there your bookkeeping can begin.
What education and/or training do you have that relates to your work?
I am a QB ProAdvisor and TSheetsPRO and am always continuing my professional education.