Contact Kate Today
Bookkeeping & CFO Services Partner
Working in the financial services industry for the past seven years, Kate discovered her love of working with small businesses, being their back-end support and seeing them grow. After a few years with Carbon, Kate grabbed the opportunity to become a Bookkeeping Partner with both hands and is moving full steam ahead.
Based in our Mornington Peninsula office, Kate thrives on interacting with clients and being able to solve their problems. Before making the switch to become a Carbonite, Kate worked for a tax agent for two years. Then, she worked with Victorian’s Housing Association for a few years, adding invaluable experience to her arsenal.
- Legal Trust Accountant Certification
- Certificate IV in Bookkeeping
- Master of Financial Analysis
- Bachelor of Accounting
What excites Kate the most about bookkeeping?
For Kate, it’s the opportunity to be part of her client’s business that is the most rewarding, as she enjoys being a part of why their quality of life improves.
One of the luxuries of being a bookkeeper is being able to have the flexibility and turning any location into an office.
Business tips from Kate
Honesty is the best policy both in business and in life.
Get to know Kate
Kate is originally from Vietnam and enjoys all things outdoors such as camping and fishing. She also treasures spending time with her kids.
In the end, we only regret the chances you didn’t take, relationship we are afraid to have, and decision we wait too long to make.