Meet Kate, Your Trusted
Financial Consultant
Rely on Kate's Castle for expert advice on how to grow and handle your finances. Our expert offers the best personal and business consulting services by providing customized solutions for individuals and small businesses.
Dedicated to Improving Your Financial Health
Serving the Financial Needs of Individuals and Businesses
About Our Company
Kate’s Castle was established to assist clients with their business and finance needs. With our assistance, you can be assured that we will help you build your dreams and achieve financial freedom.
Personal Finance Consulting
We can assist you in taking charge of your finances so you can make smarter decisions and stop living paycheck to paycheck. You can rely on us to provide the following support services:
Organizing Financial Documents and Building a Current Snapshot of Your Situation
Creating a Plan to Decrease Debt and Increase Cash Flow
Helping You Understand Credit Scores and Credit Reports
Helping You Understand the Basics of Investing
Business Client Consulting
Our goal is to help you eliminate obstacles in your mindset that keep your business from making its first million. When you come to us for business consulting, We can offer the following:
Discovering Your Next Project or Enhancing an Existing One
Writing a Business Plan
Determining Core Values
Developing Mission and Vision Statements
Determining Your Legal Structure and Helping Research Filing and Licensing Requirements
Helping You Understand Financing Options
Developing Process and Training Documents
A Self-Study Course on Building Your Own Business is Coming Soon!
Bookkeeping Services
We make it easier to stay on top of your business finances by offering reliable bookkeeping support tailored to your needs. You can rely on us to provide the following services:
Setting Up and Organizing Your Books
Managing Accounts Payable and Receivable
Bank and Credit Card Reconciliation
Expense Tracking and Categorization
Payroll Support
Financial Reporting
Sales Tax Tracking and Support
Year-End Preparation for Taxes
Ongoing Bookkeeping Maintenance
