Emergence Financial Book a free 30-minute call

Accounting expertise that fits your business, not the other way around.

Bookkeeping and accounting for owner-run small businesses, closed every month and ready for your lender and tax preparer, with no hourly billing and one fixed monthly fee.

You know the number before the month starts.

You know the number before the month starts. Illustration of a year: the work in a business's books rises and falls month to month, an hourly bill would rise and fall with it, and Emergence Financial's one price is set once and stays the same until renewal, so the months when hourly billing spikes are the bills nobody budgeted for. JFMAMJJASOND Your price An hourly bill Bills nobody budgeted for
Illustration of a year. The bars are the work in your books each month; your price is set on the call and held until renewal.
  • Monthly close across 20+ entities
  • Forecasts for two power plants
  • One price, held until renewal

Finished means finished.

Don't wait until tax season to find out where your numbers stand. Katie Anne closes your books every month and hands them back current and ready to use.

“No work leaves my desk that is not fully completed and ready to be presented.”Katie Anne

Month-End Close

Sample
  • Accounts reconciled
  • Payables and receivables current
  • Statements closed and finished
  • Ready for your tax preparer or lender
Katie AnneClosed by

What a closed month looks like. A sample, not a client's books.

  • She asks questions.

    If I see something, I will ask questions to gain a full understanding of the situation and how things fit together.

  • She speaks up.

    If I'm asked to do something that I believe is incorrect, I will say something. It's best for us both to be on the same page.

  • She documents it.

    My written procedures and updated processes cut a 30-hour task to 4 hours. Documentation makes things repeatable.

Where the standard comes from.

The checks a corporate finance team runs, applied to your books.

NowCFO LLCOutsourced accounting firm
Closed the books every month for 20+ legal entities, and wrote the policies and controls behind them. Your books get the same close.
20+entities a month
PacifiCorpPublic utilities
Budgets, forecasts three times a month and notes on why the numbers moved, for two plants, plus the finances of a $9.6M outage across 10 projects. The analysis package is this work, sized for you.
$9.6Moutage, 10 projects
Merrick BankFinancial services
General ledger and payroll accruals, plus the 1099s a small business files every year.
PureStream Services LLCConstruction
Accounts receivable, inventory management and goods receipts.

BS in Accounting, Weber State University · Lean Six Sigma Green Belt Certified · VITA-Certified Tax Preparer (2012, 2017)

From people she has worked with.

Former colleagues, who know her as Kathrine.
“Kathrine has a rare ability to bring clarity to complexity without compromising accuracy or integrity. Her expertise, dependability, and thoughtful problem-solving set her apart and make her someone I would recommend without hesitation.”
Kristina TycksenSr Finance/Accounting Analyst
“Kathrine is exceptional at breaking down large, complex matrices and navigating through ‘red-tape’ to isolate and identify root causes. … Her work ethic and discretion make it a delight to work with her.”
Leah TiberiusEnvironmental Analyst
“Kathrine has a natural talent for keeping people, priorities, and details on track without losing sight of the bigger picture. She is practical, trustworthy, and decisive, and I feel confident putting important responsibilities in her hands.”
Matt LewisSr IT Technician

Pick the shape of your business. The price is set once.

Each fee holds for the 12-month term and is only revisited at renewal. No hourly billing, no itemised time.

Emergence Financial packages and starting prices
PackageWhat's includedStarting at
Monthly BooksOne company
  • Accounts reconciled every month
  • Payables and receivables kept current
  • Monthly statements, closed and finished
  • Ready for your tax preparer or lender
Starting at$400a month
Books Plus AnalysisOne company, with forecasts
  • Everything in Monthly Books
  • Budget against actual: the plan next to what happened
  • A rolling forecast of the months ahead
  • Variance explanation, budget and forecast to actuals
Starting at$750a month
Multi-Entity BooksTwo or three linked companies
  • Each company closed every month
  • Money moved between your companies, matched on both sides
  • One consolidated monthly report
Starting at$1,200a month
Clean-Up & Catch‑UpBooks that are behind
  • One-time project, quoted on your company's needs
  • Monthly package starts after the project
Starting at$750one time

Your price is set on the call, from your accounts, transactions and number of companies.

Book a free 30-minute call with Katie Anne

I am a fit if you run the business yourself.

  • You cannot justify a full-time accountant, and a bookkeeper is not enough.
  • You would rather know the price than watch a meter.
  • You run several companies and want them consolidated.

Not a fit if you want hourly billing or itemised time.

One price works because both sides agree to it and hold to it until renewal.

Experience in construction, utilities, banking and multi-entity businesses.

Questions owners ask.

What does Emergence Financial do?

Through Emergence Financial, Katie Anne Christopherson provides remote bookkeeping and accounting for owner-run small businesses anywhere in the US. She closes the books every month, consolidates linked companies and builds budgets and forecasts for owners who want them, each for one fixed monthly fee.

How much does Emergence Financial charge?

There are four packages. Monthly Books starts at $400 a month for one company. Books Plus Analysis adds budget against actual and a rolling forecast, starting at $750 a month. Multi-Entity Books covers two or three linked companies, starting at $1,200 a month. Clean-Up & Catch-Up starts at $750, and your monthly package begins after the project.

What happens on the free call?

On the call, I review your books, your companies and what you need, and we decide whether it's a fit. If it is, your fixed price is set on the call from your accounts, your monthly transactions and how many companies you run, up to three. That price holds for your full 12-month term and is only revisited at renewal, with no hourly billing.

Do you do taxes?

The packages cover bookkeeping and accounting, closed every month and kept ready for your tax preparer. Tax returns are not part of the packages. If you need tax work as well, raise it on the call.

Which accounting software do you work in?

Katie Anne has worked in Microsoft Dynamics, Oracle, QuickBooks, SAP and Excel-based reporting, and has been part of teams that led moves to new accounting systems. Tell her which system your business uses on the call.

My books are behind. Where do we start?

With a Clean-Up & Catch-Up project, quoted on your company's needs, starting at $750. After the project, your monthly package begins and every month is closed from then on.

Where is Emergence Financial based?

Katie Anne works with clients anywhere in the US, remotely, so your meetings and monthly closes happen online.

Tell me what your business looks like.

A 30-minute call about your books, your companies and what you need, to see whether I am a fit for you.

Opens my calendar. Thirty minutes on your books, free.

Questions first? Email KatieAnne@emergence.company

Book a free 30-minute call with Katie Anne