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Chief Financial Officer
Providing a bird’s-eye view of your financial data through: analysis, compliance, planning, reporting, and helping to build relationships with your external and internal stakeholders.
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Accounting Controller
Providing regular oversight of your financial data through: preparation of financial statements, serve as a liaison with your external audit and tax accounting firm, review of accounts payable and receivable and payroll, leading the monthly close of accounting books, and analysis of financial strategy based upon your financial goals.
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Bookkeeper
Recording accounts receivable, payable and payroll, reconcile bank and credit card statements, enter journal entries, assist with the monthly close of accounting books, and create financial reports.
Katherine R. Sheppard, cpa
I am Katherine R. Sheppard, CPA, your partner along this accounting odyssey. I currently have several years of accounting experience in private and public industries. Also, I previously taught grade six mathematics, reading, and social studies. I look forward to hearing about your organization’s accounting odyssey.
Testimonials
“The quality of Katherine's work is excellent. She is detailed oriented and is as thorough anyone I know. She conveys a friendly and positive attitude while working to achieve common goals.”
Treasurer, Non-Profit Sharpsburg, MD
“We had an absolute accounting mess on our hands! Katherine was able to perform a complete overhaul of our system. She removed and correctly adjusted all outstanding entries and got our books correct and complete, finally! Katherine is easy to work with and has an intricate understanding of her trade. It was the easiest decision we ever made.”
Executive Director, Non-Profit Akron, OH
“Katherine keeps track of multiple accounts, does all the necessary banking, contribution reports, pays our vendors, and creates quarterly reports. Would highly recommend Katherine to handle your bookkeeping needs.”
Administrative Council Chair, Non-Profit Ashland, OH
Let’s talk.
If you say yes to one, two, or three of these scenarios? Maybe we should get a conversation started.
I can't wait to hear from you!
Numbers – or accounting – or math, whichever you would prefer to call them, are not problems.
Problems bring negativity and make numbers seem unachievable. Numbers are dynamic and reveal your organization’s apexes, normalities, and chasms. Let us partner together to appreciate the accounting ecosystem and the ways to make the numbers worth so much more than problems, but hidden gems.