Katy K CPA LLC

Katy K CPA LLC is a full service CFO, accounting, and tax practice providing specialized expertise helping companies build sustainable, valuable enterprises. With 6 years of client experience at PwC, PricewaterhouseCoopers, and another 7 years at The Villages of Lake-Sumter Inc., I understand each business, and owner, face unique challenges. With tax codes, legal landscapes, and access to capital changing as our economy ebbs and flows, no one can do it alone. It is my passion to work along side companies that need finding their own solutions.We solve these problems in the following ways:
- Compliance expertise to properly structure entities for tax efficiency, track costs, and maximize available deductions. We work with our clients and partners to ensure they have solid books to make good business decisions.
- Proactive tax planning and defense against audits to avoid penalties and disruptions. We work with businesses, and business owners, to provide peace of mind while they focus on their business operations.
- Financial leadership to model growth plans, control costs, and highlight value drivers to investors. Strategic planning is always on our minds, even as day to day operations move forward.With competency across accounting, tax, finance, and operations, we take an integrated approach to each client’s needs. Ultimately, our solutions empower entrepreneurs to make strategic decisions, demonstrate credibility, and realize full enterprise value.Whether our clients plan to grow the business as a legacy asset for future generations, or to exit receiving full value of the work put into the business, we are here to help.Our Goals: We want our clients to make more money, while saving money with tax efficient strategies.We want to provide our clients peace of mind by being a trusted advisor.We want to make during business with people more than that - business is a big part of our lives. Having trusted, valued relationships, in all aspects of life, is what makes life worth living.

Download vCard