You run your business.
I’ll take care of your Bookkeeping.
You’re a small business owner with lots to do.
I’m a professional bookkeeper.
Let me handle your books.
"Highly recommended! Katy is very professional and patient. She understands small businesses and worked with me on my budget as I was needing help to do clean up work for one of my businesses."
Jon Noceda, Business Owner
Here's The Problem:
You don't have the time or ability to maintain your bookkeeping.
That’s where I come in. I help you maintain accurate financial records and free up valuable time to focus on your passion for your business.
Constant Improvement
Commitment to Customers
Best Quality You Can Get
High Level Of Knowledge
Hi! I’m Katy Montgomery!
With over a decade of experience in financial planning, mortgage, and accounting, I decided to embark on a new journey this year by starting my own business.
I saw the struggles small business owners face in managing their finances, and recognized the need to provide a solution. That's why I founded Bromeliad Books.
When I'm not crunching numbers or assisting clients, you can find me enjoying the beautiful outdoors of San Diego with my husband and two young sons. I'm passionate about helping small businesses thrive, and I look forward to the opportunity to support you on your journey to success.
Our Services
What Service We Offer
Monthly Bookkeeping
Your financial records will be accurate and up-to-date. Keeping you informed on business decisions, and complying with tax laws.
Catch Up Bookkeeping
Behind on books? No problem!
We'll get you up-to date.
Clean Up Bookkeeping
95% of business owners don't have clean books.
We'll take care of that for you!
Why Choose Us
People Love
Bromeliad Books!
Professional
Bookkeeper
Saving You
Time
Free
Consultations
Best Quality
Service
10 +
Happy Clients
$1m +
Revenue Managed
5 +
Years Of Experience
50 +
Businesses Helped
The Benefits
Every Business Owner Needs a Quality Bookkeeper
Financial Accuracy
Time Savings
Financial Insights
Testimonials
Testimonials
What Our Clients Say
“Highly recommended! Katy is very professional and patient with her clients. Also understands small businesses and worked with me on my budget as I was needing help to do clean up work for one of my businesses. Let's support our local small businesses and solopreneurs. All the best to Bromeliad Books!"
Jon Noceda, Business Owner
Get Started
Our Onboarding Process
Schedule a Discovery Call
A 1-on-1 conversation where I start to understand your unique financial needs and challenges. It's an opportunity for you to share information about your current bookkeeping processes, financial goals, and any specific requirements you may have. The end goal is for both of us to determine if there is a good fit for a working relationship!
QuickBooks Review
After our first conversation, I'll get access to current bookkeeping system. I'll conduct a thorough checkup of your current financial records. This assessment helps me understand the state of your books and identify any areas that need attention or improvement. Based on this evaluation, I'll craft a custom proposal tailored to meet your specific needs and address any issues found during the checkup.
Get Started on Your Books
Next, we'll finalize the agreement and begin the onboarding process. Upon hiring, I'll promptly start cleaning up your books and implementing agreed-upon services. I'll maintain open communication to address questions or concerns, and ensure your financial records remain accurate and up-to-date.