Katie joined our firm in 2011 and provides many accounting services to our clients including: bookkeeping, general ledger, A/P, A/R, payroll, payroll related tax and year-end payroll tax reports, sales tax returns and financial statements. In addition to her role as an Associate Accountant Katie is a Certified QuickBooks ProAdvisor and provides all aspects of training and support to our clients including initial set-up of their books, training of day to day functions, plus more complex and client-specific needs. She has strong organizational skills, is team oriented and has a positive conscientious attitude. Her passion to not only assist our clients but to educate them.
In her free time Katie enjoys time with family and friends, outdoor activities including tennis and biking.