Meet Your Advisor

Catharine Matteo

I work with small to mid-sized businesses managing their financial accounting and bookkeeping needs. With 20+ years' experience, I typically work directly with owners and their CPA/Tax Professionals. 

My specialties are Wholesale and Retail Importers and Distributors that are growing and looking for a better way to manage their processes, costs, reports, and COMPLIANCE.

The biggest hurdle this range of businesses are facing these days is staying in compliance and being able to trust the data their accounting software is reporting.

Do you have a "big hairy tentacled monster" of an accounting system right now, that is turning into add-on upon add-on upon add-on and you don't know where your one source of TRUTH is? I can help! 

Do you need to know where you're at with Sales Tax Compliance, or don't even know where to start but know you have to do something soon? I can help!

Are you outgrowing your existing software and considering moving to a full-on ERP? I can help!

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