Kathleen leverages her extensive corporate experience to elevate small and mid-sized companies, enabling them to bill more efficiently, integrate new technologies, and gain a deeper understanding of their financials with a strong emphasis on growth. With 14 years as an officer and assistant vice president at State Street Financial Services, she provides businesses with invaluable insights into corporate best practices.

As a QuickBooks Online Certified ProAdvisor, Kathleen combines her professional expertise with advanced financial management skills. She holds a business degree from Eastern Nazarene College and an MBA from Northeastern University.