Working together

We offer our time in tailored packages working with clients to achieve goals in the select areas of the business below. 

A package typically consists of weekly meetings with a few hours of follow up and can take 4-6 weeks to complete. 

Depending on the business need, Kate may tap the “& Co” crew for their expertise. Her community of bookkeepers, tax consultants, procurement specialists, social media managers, photographers and web/graphic designers help provide comprehensive support for clients.

  • Vision & Values Work

    Know what you stand for and what you are building toward. Is your current work aligned with long term goals?

  • Branding & Identity Design

    Define your unique offering and ideal client. Show up with a thoughtful and cohesive presence.

  • Client Service & Processes

    Feel secure in a path that delights your clients. If it feels hard, you likely don’t have the right processes in place.

  • Financial Planning

    Establish a regular cadence for your finances. Keep asking questions and refining this process until you have complete clarity about your money.

  • Hiring & Leadership

    When you are accomplishing a lot with a small team, each role is critical. Hire with confidence and provide growth opportunities for your team.

  • Business & Product Development

    Explore possibilities beyond your current offering. Ensure that your team and financials are prepared for the next step.

Let us know how we can help.