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Hi! I'm Katherine, actress turned accountant

I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!

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We would have lost the house....

Hi, Hello Reader, “If we had moved, we would have lost the house.” I heard this over and over again growing up. 👇🏼 My parents moved into their “starter home” when I was just 1 year old. The plan was to “upgrade” after five years. My mom finally moved out of that house 27 years later. My mom could never afford to move. First, she got divorced. Then, my mom and new stepfather struggled to find jobs for years after the financial crisis in ‘08. Sometimes both of them were unemployed. Before ‘08,...

1 day ago • 3 min read

Hi, Hello Reader, Last week I announced my upcoming event - Momentum, a virtual event for business owners who want more creative fulfillment and financial stability in their business. I feel really aligned with the name. Because I know what it’s like to feel like your happiness is tied to your bank account balance. I have ridden the highs of new clients and new sales, only to hit a financial roadblock that sent me spiraling 🌪️ And this was AFTER I became a money “expert”. One particular...

4 days ago • 1 min read

Hi Hello Reader, Are you finding yourself stuck in feast or famine cycles in your business income? Feeling overwhelmed by neglected financial projects like late tax returns or outdated insurance policies? Trust me, you're not alone. I've been there too, but I've discovered that we don’t have to be STUCK. Many entrepreneurs struggle with messy money, but there's a solution. For those that don’t know…my Money Storyteller Method has been a game-changer for 100s of business owners. My unique...

8 days ago • 1 min read

Hi Hello Reader, I’ve been keeping a pretty HUGE SECRET. Did you guess it already? If you haven’t can I get a drumroll, please…. I have some incredibly exciting news to share with all of you—I'm thrilled to announce that Noa Pomerantz is due to join our family in July! I will be taking maternity leave July through September. For current clients, I want to take this opportunity to highlight the many ways Team BKA team will continue to support you. Tax Services: Client extensions and clean-up...

16 days ago • 1 min read

Hi Reader, These are all quotes from a recent sales call I had: “I’ve been talking to all my business friends. We’re all stressed about taxes.” “I know I’ve got to get that.” “I keep putting it off, but like no big deal! I always get it done.” “But that’s just what it’s like. Everyone right now is saying the same things - that’s just how early April is when you run a business.” Listening to this (soon to be) client, I really hard to force back a smile, because this is NOT at all how current...

24 days ago • 1 min read

Hello Reader, Today was my first of two workshops for the New York Public Library. The business coordinator hosting the event didn't even wait an hour before sharing audience feedback with me: "OMG, you were FABULOUS!!!!" "Helped me change my $ mindset!" "IT WAS JUST GREAT! I LEARNED A LOT ABOUT SOLVING MONEY PROBLEMS!" "Great experience. Helpful info in a delightful manner." "Can you provide a link to the recorded webinar. I would like to review this one again..." "Money Storyteller Method...

3 months ago • 1 min read

Hey Reader, Let’s dispel some common myths about money… Having a low credit score means you are doomed financially! Eh… maybe? I disagree with a lot of financial educators here – I don’t think your credit score is an accurate measure of your financial health. Furthermore, I don’t think it’s risky to have a low credit score. Because a low credit score only matters if you are seeking more debt. Having a low credit score means you will have to pay a higher interest rate when you take on new debt...

3 months ago • 3 min read

Hello Reader, Let's be real. 2023 was a hard year financially. Inflation is still up, keeping the cost of housing very high. Bankruptcies are up. Credit card debt is at an all-time high. I (famously) don’t like talking about this recession. I’m not ignoring it, but without context these scary headlines are just that - SCARY. On an individual level, these economic statistics don’t matter AT ALL. What does inflation matter if you’re still able to pay your bills? Why do you care about increased...

3 months ago • 2 min read

Dear Reader, 1099s are due January 31st! Did you file yours? Do you even know if you HAVE TO? 1099s are a family of forms used by the IRS to report non-employee income. There are many, many types of 1099s, but the most common reason a business will file a 1099 is to report payment for business services. Any contractors like web designers, virtual assistants, or accountants would typically get a 1099-NEC to report this income. While it's common for a business to hire a contractor, it's highly...

3 months ago • 2 min read

Hello Reader, right now is tax season. And it's our favorite time of the year! We're team BKA, a virtual team of accountants and bookkeepers, and we rock at taxes, daily bookkeeping, and financial coaching for business owners. I'm not a masochist. I don't love tax season because I love being busy. I love tax season because my Team and I have the processes to complete a whole lotta work without working any extra hours. It's the same organizational systems I coach my clients on - so they can...

3 months ago • 1 min read
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