FINANCIAL SYSTEMS SPECIALIST
Professional Accounting & Bookkeeping by Someone Who Actually Understands Small Business
I’m Katie Shaw, and I’ve spent the last five years learning something most bookkeepers never figure out: your books should make your business easier to run, not harder.
While other accountants hand you generic reports and disappear until next month, I work with businesses that need their finances to actually support their operations. Machine shops with complex inventory. Farms with seasonal cash flow. Service companies juggling multiple jobs.
Here’s what sets me apart: I don’t just categorize your transactions—I understand what they mean for your business.
What I Actually Do
Zoho Books Migration & Setup
Your QuickBooks subscription keeps getting more expensive while delivering less value. Zoho Books costs a fraction of the price and integrates with everything else you’re using. I handle the complete migration—data transfer, system optimization, team training—without disrupting your operations.
Professional Bookkeeping Services
- Full-cycle bookkeeping with AI-enhanced accuracy
- Monthly financial reports that actually help you make decisions
- Automated bank reconciliation and transaction categorization
- Invoice management and payment tracking
- Year-end packages ready for your CPA
Smart Financial Systems
I set up your books the way your business actually works. Custom chart of accounts that make sense for your industry. Automated workflows that save hours every month. Reports that show you where your money’s really going.
Why Small Businesses Choose My Services
I Understand Your Business, Not Just Your Books
Five years of hands-on experience across multiple industries means I know why a machine shop needs different inventory tracking than a farm. I’ve worked inside these businesses, not just looked at them from an accounting office.
AI-Enhanced Without the Hype
I use artificial intelligence where it actually helps—automated data entry, error detection, pattern recognition. But I don’t let robots make decisions about your money. That’s what experience is for.
Real-World Experience
Garage door companies: Understanding service call scheduling and inventory management
Machine shops: Complex job costing and inventory tracking systems
Farms: Seasonal cash flow patterns and agricultural accounting requirements
Professional services: Project-based billing and time tracking integration
Construction: Job costing, progress billing, and equipment depreciation
The Technology I Use (And Why)
Zoho Books Over QuickBooks
Zoho Books costs less, integrates better, and scales with your business. When your accounting software talks to your CRM, project management, and analytics tools, everything works smoother.
AI Where It Makes Sense
Smart transaction categorization saves hours of manual work
Automated duplicate detection prevents errors before they happen
Pattern recognition catches unusual expenses that need attention
Predictive insights help you plan cash flow better
Human Expertise Where It Matters
Strategic financial planning requires understanding your market
Interpreting what the numbers mean for your specific business
Knowing which reports will actually help you make better decisions
Understanding industry-specific accounting requirements
What I Don’t Do
I Don’t Use Cookie-Cutter Approaches
Every business is different. Every industry has unique requirements. I research your specific situation and set up systems accordingly.
I Don’t Disappear After Setup
Your business changes. Regulations change. I provide ongoing support to make sure your financial systems evolve with both.
I Don’t Overpromise AI Capabilities
AI is useful for processing data and catching errors. It’s terrible at understanding business strategy, industry nuances, or making financial decisions. I use it where it helps and rely on experience where it matters.
Getting Started
Assessment – I review your current system and understand your needs
Planning – Custom approach based on your industry and business model
Implementation – Migration, setup, or ongoing services with minimal disruption
Training – Your team learns the new system at their own pace
Support – Ongoing assistance as your business grows