Your books should help you with your next business decision
Hi, I’m Katie.
I help service businesses in Queens get their books clean, their CPAs happy, and their next move clear
THE FOUNDER, KATIE PAGENKOPF
Your CPA looks at your books once a year. I look at them every month.
Most bookkeepers record what happened. I build the books so they answer the questions you actually have — What's my real profit margin? Can I afford to hire? If I applied for a loan today, would my numbers hold up?
I spent 20 years in banking, management consulting, and technology — including time at Citibank. I've seen what clean books do for a business, and what messy ones cost. That's why I do this work: because when your numbers are right, every decision gets easier.
I'm QuickBooks Online Certified (Levels 1 & 2), I hold an MBA, and I specialize in service-based businesses — the ones where the numbers matter for growth, not just taxes.
What I Bring
A banker’s eye for your books — I’ve worked at Citibank, I know what lenders look for and build your books so that they hold up under scrutiny
QuickBooks Online Certified ProAdvisor — Level 1 & Level 2
MBA with consulting background — I don’t just record transactions, I help you understand what they mean for your business
User experience mindset — I design workflows that are simple for you, your clients and your CPA. No friction, no confusion.
Beyond the Spreadsheets
When I'm not reconciling accounts, you'll find me underwater. I learned to scuba dive in Malaysia and have been diving all over Southeast Asia. There's something about the silence at 30 meters that makes everything else clear.