Yes. Kate’s Castle helps small-business owners catch up, clean up, and organize their bookkeeping so their records are easier to understand and rely on.

Cleanup may include transaction categorization, account reconciliation, reviewing unresolved items, and identifying missing information.

No. You do not need perfect records before reaching out.

The consultation is designed to help us understand what is going on and recommend the clearest next step.

Kate’s Castle offers monthly bookkeeping, catch-up and cleanup bookkeeping, reconciliations, transaction categorization, QuickBooks setup and organization, year-end bookkeeping organization, and CPA handoff support.

Monthly bookkeeping packages begin at $425 per month.

Final pricing depends on the number of accounts, transaction volume, complexity, and whether cleanup is needed first.

Cleanup projects begin at $500.

The final price depends on how far behind the records are, how many accounts are involved, transaction volume, missing records, and overall complexity.

Yes. Kate’s Castle can support QuickBooks setup, organization, cleanup, and monthly bookkeeping workflows.

No. Kate’s Castle does not prepare tax returns, file taxes, provide tax advice, or represent clients before tax agencies.

Kate’s Castle can help organize bookkeeping records and coordinate with your CPA or tax preparer when authorized.

Yes. With your permission, Kate’s Castle can coordinate with your CPA, tax preparer, payroll provider, or other professional.

During the free 15-minute consultation, we will discuss your current bookkeeping situation, identify the most urgent concerns, determine whether Kate’s Castle is the right fit, and explain recommended next steps.

There is no obligation to move forward.

If Kate’s Castle is the right fit, you will receive a customized service agreement and fee schedule. Work begins after the agreement is signed and payment arrangements are completed.

Kate’s Castle uses appropriate secure systems for confidential information. Clients should not send passwords, security answers, or authentication codes through ordinary email, text, or unsecured forms.

No. Kate’s Castle does not provide investment advice, securities recommendations, portfolio management, or investment decision-making.

Our focus is bookkeeping, organization, financial education, and practical business support.

Yes. Many small-business owners fall behind because they are busy running the business.

Kate’s Castle provides calm, nonjudgmental support to help you understand where things stand and what the next step should be.