Support for founders who'd rather be building.
I keep your books clear, your back office running smoothly, and your manual processes off your plate, so you can make decisions with real numbers instead of gut feel.
You started your business to do the work you love.
Somewhere along the way you also became the bookkeeper, the office manager and the person who knows where every spreadsheet lives.
Because of this, decisions get made on gut feel, the same manual tasks eat your week, and nobody is looking at the whole picture with you.
Books you don't trust
They're behind, or they're current but something feels off.
Processes that live in your head
Or in a tangle of spreadsheets only you know how to use.
No one to ask
"Can we afford this?" "Why does this keep happening?"
One partner for your back office.
Bookkeeping & financial clarity
Monthly close, reconciliations and reports you can actually read, plus a short monthly conversation about what the numbers mean for your business.
Operations partner
Fractional operations support for your workflows, priorities and the systems your team runs on.
Systems & automation
Replacing manual, spreadsheet-heavy processes with tools that run on their own.
Your books show where your money goes. Operations work shows where your time goes. Automation fixes the leaks in both.
The Versed Partnership
A 90-day Foundation to get your books clean and your first systems built, followed by an ongoing monthly partnership that keeps it all running.
- Month 1, Map. I audit your workflows and financial setup and get your books caught up.
- Month 2, Build. I set up your monthly close, your dashboard and your first system or automation.
- Month 3, Settle in. We run our first full monthly rhythm together and plan what to fix next.
- Then, ongoing. Monthly books, a numbers conversation and steady operations support.
A steady monthly rhythm.
Discovery call
We talk about your business, what's working, what isn't, and whether we're a good fit.
90-day Foundation
We map how your business runs, clean up the books and build your first systems.
Monthly close
Your books are closed, your reports are delivered, and we talk through what they're telling you.
Ongoing improvement
Each quarter we pick the next process to fix, and I build it.
Everything runs through one secure client portal, so your questions, documents and reports live in one place.
Built for hands-on owners.
I work with owner-led businesses, especially women-founded, women-run and minority-owned businesses that have outgrown doing everything themselves but aren't ready for a full-time finance or operations hire.
We'll work well together if you
- want your numbers to help you make decisions
- answer questions quickly so the month stays on schedule
- see your bookkeeper as a partner, not just a monthly deliverable
What I bring to the table
- Eight years running nonprofit operations, including as Interim Executive Director
- Years of bookkeeping, month-end close and multi-state payroll at a tax and law firm
- Dashboards and automations, so the work doesn't depend on someone remembering
The Complete Guide to Separating Personal and Business Finances for Therapists (Before Tax Season)
Why mixing personal and business money costs you, the red flags it creates, and a three-step system to clean it up, even if you're behind.
Read the guideLet's talk about your business.
Tell me where things stand and what you wish your numbers could tell you. We'll figure out together whether I'm the right partner, with no pressure either way.
Book a discovery callPrefer email? Write to me at katie@versed-financials.com