As a seasoned bookkeeper and CTEC Certified Tax Preparer, Katie brings a wealth of knowledge to the Keeping Your Balance team.
Katie was raised in the Bay Area by a large family of tax preparers and accountants. As you can imagine, she had a fairly orderly childhood. She was required to account for her allowance down to the penny. In her early adulthood, she rebelled by deciding that she would not work with numbers. However, despite Katie’s best efforts, all her non-accounting jobs ended up with her correcting the books and managing the finances. Her knack for numbers could no longer be denied. Finally, she embraced a profession in bookkeeping as her true calling.