About KT Bookkeeping & Accounting

Most small business owners don’t lose money because their business fails.

They lose money because their books are wrong—and no one tells them in time.

KT Bookkeeping & Accounting was built to fix that problem.

Why I Do This Work

Before accounting, I worked in high-pressure operational environments where systems had to function under real stress—not just look correct on paper.

That experience shaped how I approach bookkeeping.

When systems fail quietly, people don’t notice right away. In business, that shows up as:

• Accounts that don’t match reality

• Reports that can’t be trusted

• Decisions made on incomplete or incorrect information

By the time it’s caught, the cost is already there.

My work is focused on preventing that—and correcting it when it’s already happened.

Credentials (What They Actually Mean for You)

• MBA / MS in Economics
  I don’t just record numbers—I understand what they mean and how they affect business decisions.

• QuickBooks Online ProAdvisor (Gold level)
  I’m trained and tested by Intuit to properly set up, clean up, and manage QuickBooks systems—not just enter transactions.

• Platform-agnostic accounting experience
  I work across QuickBooks Online, Xero, GnuCash, and Quicken.

  That means:

  • You’re not locked into a specific platform because of me

  • I can work within your current system or help you move if needed

  • Problems get solved based on accounting reality—not software limitations

  • I've been working in financial systems and bookkeeping for 15+ years.

What I Do

My work focuses on building and maintaining financial systems that you can rely on:

• Bookkeeping and financial system setup

• Cleanup and correction of existing books

• Monthly reconciliation and reporting

• Payroll processing and tracking

• Sales tax tracking and preparation (forms and data prepared for submission)

• Tax preparation support (books prepared and organized for CPA submission)

I prepare your books, tax documentation, and sales tax data so they are accurate and ready for filing. Submission to the IRS or state agencies is handled by you or your CPA.

Who I Work Best With

I do my best work with business owners who are:

• Behind on their books

• Dealing with inconsistencies or unexplained discrepancies

• Unsure if their numbers are accurate

• Operating without a reliable financial system

This often includes retail, e-commerce, and restaurant businesses where sales tax, fees, and multiple revenue streams create additional complexity.

If your books are a mess, that’s not a problem.

That’s usually where I start.

How I Work

I don’t disappear after setup.

Clients typically work with me on an ongoing basis that includes:

• Monthly reconciliation and review

• Financial reports that reflect reality

• Plain-English summaries of what the numbers actually mean

• Direct communication when something doesn’t look right

In the first 30 days, the focus is:

• Stabilizing the books

• Identifying and correcting discrepancies

• Establishing a structure that prevents repeat issues

After that, the work shifts from cleanup to consistency and clarity.

If your current system works, we keep it. If it doesn’t, we fix it or replace it.

When tax season comes, your books—and any required sales tax reporting—are already prepared, so filing is straightforward and based on accurate numbers.

Security & Access

Client financial data is handled through secure, accountant-level access in platforms like QuickBooks Online and Xero.

Access is granted through official roles—not shared logins—and only to the level required to perform the work.

I don’t store unnecessary credentials, and financial data is handled with the same level of control and discipline as the systems themselves.

One Personal Note

I have a low tolerance for systems that “mostly work.”

If something doesn’t balance or doesn’t make sense, I don’t move past it—I track it until it does.

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Simply Put

That’s usually the difference between books that look fine and books you can actually rely on.  If your financials feel unclear, inconsistent, or unreliable, the issue is usually structural—not effort. That's what I fix.