You shouldn't have to chase your bookkeeper.
Katie helps small business owners stay organized, caught up, and supported — without unanswered emails, confusing reports, or the last-minute scramble.
Certified
QuickBooks ProAdvisor
Accessible
Easy to get ahold of
Practical
Built for small business
Local
Ladera Ranch, California
Most owners do not need more accounting jargon.
They need someone dependable who can help them get organized, stay on top of the numbers, and stop feeling like the books are always one step behind.
You wait days for answers.
When something matters, silence from your bookkeeper makes everything feel more stressful.
You are not sure where things stand.
The books might be "done," but you still do not feel clear about what is happening.
Tax season turns into a scramble.
Receipts, reports, payroll, questions — it all piles up when the year is not organized.
That is exactly why Katie built Small Biz Wiz.
Not to feel like a big accounting firm. Not to overwhelm business owners with accounting terminology they do not need. Small Biz Wiz was built for people who want clean bookkeeping, straightforward communication, reasonable pricing, and a real person they can actually reach when something matters.
Your books deserve
someone who shows up.
No intake forms. No automated replies. Just Katie — ready to hear about your business and figure out if we're a good fit.
Everything you need to know.
Answers, background, and the latest thinking — all in one place.
Common Questions,
Direct Answers
What does a bookkeeper actually do? How does pricing work? What do you need from me? Answered plainly, without jargon.
The Person Behind
the Books
QuickBooks certified. Accounting degree. Ladera Ranch local. And someone who actually picks up the phone.
Practical Advice
for Busy Owners
Bookkeeping tips, tax prep timelines, QuickBooks how-tos — written for business owners, not accountants.