I partner with women solo entrepreneurs to help bring clarity to their vision and get their books in order so they can focus on creating the business of their dreams.
Client Testimonials
Working with Katie and her team has been one of the longest and most valuable partnerships in my business , we’ve been together for nearly six years now. Even before I officially launched, I knew I wanted my business to feel organized and supported behind the scenes. I didn’t want financial stress, confusion, or overwhelm bleeding into the parts of my work that truly need my creativity and focus. I wanted to stay in my zone of genius and leave the numbers to experts.
Katie and her team make that possible for me.
They keep my finances incredibly organized and easy to manage. I can upload receipts directly to our portal, add notes, tag purchases, and trust that everything is being handled properly and categorized correctly. It removes so much mental clutter.
One of the most impactful parts of working together is our monthly financial meetings. We talk through future plans, what’s working in my business, where I might pivot, and how to make strategic adjustments. When I feel nervous about offering something new or making a change, Katie helps me look at the data so I can make confident, informed decisions instead of emotional ones.
My two favorite things about working together are our annual planning meetings where we map out quarterly goals and build a realistic financial strategy to hit them and the complete peace of mind I feel during tax season. I never have to stress about receipts, quarterly filings, or deadlines. I’m not alone in it, and that support is invaluable.
Honestly, not having to worry about spreadsheets, QuickBooks, or tax logistics is worth the investment on its own. The peace of mind I have and the ability to focus fully on what I do best has changed how I run my business for the better.
Jess Madsen
Owner of Still Life Studio
www.still-lifestudio.com
Working with Katie and the Financial Vision team was an absolute game changer for my small business! Before, I was losing sleep anxious that my books were disorganized and then scramble during tax season to get everything completed in time. Now, I’m excited to look at my numbers! I have gained confidence by empowering myself as a business owner who is not only well organized but inspired and at ease when I review my Quickbooks account.
Katie offers something very special - support that was customized for the needs and goals of my birth doula and photography business.
The knowledge she shared during our monthly calls wasn’t just a time to assess my books and stay orderly, but also an opportunity to envision and dream more for my business. I’ll forever look back at my choice to work with Financial Vision as a pivotal decision for both my personal and professional wellbeing.
Rachel Koszka
Owner of The Moody Doula
www.themoodydoula.com
When we first began working together, I closed this client at 20K because I didn’t yet understand the full value of my services. With Katie’s guidance around billing and value, that contract grew to 48K and then renewed at 78K. Katie helped me see what was possible, and it transformed the way I price my work.
— Anonymous Client
I love my business. I find joy in teaching children and helping parents. But after starting my preschool in the fall of 2017, I was overworked and totally stressed out by the bookkeeping and financial details. I worried more and more about the money and spent less time on the parts of my business that I really love. Bringing Katie on board changed everything. She started saving me time and money in our very first meeting. Katie brought my books up to date quickly and fixed errors I had made. She makes everything so easy and is helping me implement new processes that will free up even more of my time. I walk away from our meetings feeling relaxed and confident. For the first time since opening, I have a really clear picture of my financials and the confidence I need to take my business to the next level. I'm spending more time doing what I love and, thanks to Katie, getting more sleep at night, too. I am so glad I chose Financial Vision Bookkeeping!
Natasha Howell
Owner of Tacoma Children's School
www.tacomachildrensschool.com