About Kathy Patterson
"When you know your numbers, you use your time, money and efforts more effectively, make smarter decisions and build a healthier business."
Kathy Patterson, QuickBooks ProAdvisor
After 30 years in financial services as a Certified Financial Planner and Investment Advisor, I understood that numbers weren'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 and again, students and clients told me I have a knack for making complicated subjects simple.
Having recently retired from the investment world, I've turned my focus to bookkeeping. That same passion and expertise is now helping small business owners understand and manage their sales numbers, cash flow, and profit margins. Partnering with a great bookkeeper is like having both a secret weapon and a trusted advisor. When you know your numbers, you use your time, money and efforts more effectively, make smarter decisions and build a healthier business. With bookkeeping off your plate, you won't worry about your year-end and will go back to enjoying the business you created!