Connect With an Experienced Financial Consultant

Kate’s Castle specializes in helping businesses and individuals with their financial needs. Our goal is to provide clients with the education necessary to achieve their financial aspirations. 

Bookkeeping Services

Keep your financial records accurate, up-to-date, and stress-free. With expert bookkeeping, you’ll always know where you stand — and be ready for smart decisions and tax season.

What we offer:

  • Monthly bookkeeping

  • Bank and credit card reconciliations

  • Accounts payable and receivable tracking

  • Expense categorization

  • Payroll support and tracking

  • Financial reporting (Profit & Loss, Balance Sheet, Cash Flow)

  • Budgeting and forecasting support

  • Year-end preparation for taxes

  • And more

Business Consulting & Administrative Services

Every thriving business needs strong systems, structure, and strategy. We’ll help you move from overwhelmed to organized, so you can focus on growth.

What we offer:

  • Business startup consulting

  • Business structure guidance (LLC, S Corp, C Corp, etc.)

  • SOP creation and operational process support

  • Business planning and strategy sessions

  • Administrative systems setup (workflows, CRMs, organization)

  • Compliance guidance for small businesses

  • Growth strategy and scaling consulting

  • And more

Personal Finance Consulting

A strong business starts with strong personal finances. We’ll help you take control of your money, reduce stress, and start building wealth with confidence.

What we offer:

  • Organizing financial documents and building a clear snapshot

  • Credit score and credit report education

  • Debt reduction planning

  • Cash flow management strategies

  • Basics of investing education

  • Emergency fund planning

  • Financial goal setting

  • And more