Strategic Financial Guidance for Lasting Success Unlock Your Business’s Full Potential with Expert Financial Leadership. Katy K CPA LLC is here to help business owners like you gain clarity, confidence, and control over your financial future. Whether you need tax strategies to minimize liability, CFO-level guidance to drive growth, or proactive compliance solutions, I offer a comprehensive approach to financial success.Why Work With Katy K CPA LLC? As a business owner, you need more than just an accountant—you need a trusted partner who understands your challenges and helps you make informed decisions. I provide: ✔ Tax Compliance & Efficiency – Entity structuring, expense tracking, and deduction optimization to keep your business financially strong. ✔ Proactive Tax Planning & Audit Defense – Minimizing liabilities, avoiding penalties, and navigating audits with confidence. ✔ Financial Leadership & Strategic Growth – Growth planning, cost control, and value-building strategies for long-term success.My Mission: More Than Just Numbers At Katy K CPA LLC, I go beyond traditional accounting to offer: ✔ Growth-Focused Financial Strategies – Helping businesses scale profitably while maintaining tax efficiency. ✔ Peace of Mind – Acting as your financial partner so you can focus on what you do best. ✔ A Relationship-Based Approach – Business success is about trust, collaboration, and shared goals.Let’s Build Something Great Together Are you growing a business for future generations, preparing for a successful exit, or looking for financial peace of mind? Let’s work together to create a strategy that ensures your business thrives—now and in the future. Contact me today to get started!About Katy K CPA LLC My Expertise I bring over a decade of experience in tax strategy, financial planning, and CFO-level advisory. My background includes working with high-net-worth individuals, business owners, and executives across various industries. My Experience Began my career at PricewaterhouseCoopers LLP (PwC), specializing in tax planning for individuals, estates, trusts, and businesses. I advanced to Manager in PwC’s Personal Financial Services practice, advising corporate executives, business owners, and family offices in Miami, Fort Lauderdale. I transitioned to The Villages Family Office, serving as Executive Director and supporting business leaders in one of the nation’s fastest-growing communities. In 2024, I founded Katy K CPA LLC to provide business owners with financial leadership, strategic tax planning, and growth advisory services. My Education & Credentials Bachelor’s & Master’s in Accounting – University of Florida Master’s in International Business – University of Florida Studied Abroad – University of Maastricht, Netherlands Licensed CPA in Florida Member of AICPA & Florida Institute of CPAs
