About Kathy Patterson
"When you outsource your bookkeeping, you use your time, money and efforts more effectively."
Kathy Patterson, QuickBooks ProAdvisor
After 30 years in financial services as a Certified Financial Planner and Investment Advisor, I understand that numbers aren't everyone's cup of tea. Throughout my career, I taught financial planning workshops for organizations like Hospice, AARP, Sonoma County Council on Aging, and several banks. I developed and taught "A Woman's Guide to Investments" through SRJC Community Ed to help women grasp and utilize investment concepts. Time after time clients told me I have a knack for making complicated subjects simple.
Having retired from the investment world, I've turned my focus to bookkeeping. That same passion and expertise is now helping small business owners by taking the burden of bookkeeping off their plates. Partnering with a great bookkeeper is like having both a secret weapon and a trusted advisor. With bookkeeping off your plate, you can focus on what you're really good at - building your business!