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Meet your bookkeeper
Hi, I’m Katy Montgomery!
I'm a seasoned financial professional based in sunny San Diego, CA. With over a decade of experience in various sectors of the financial services industry, including financial planning, mortgage, and accounting, I decided to start my own business.
After witnessing the struggles small business owners face in managing their finances while trying to grow their ventures, I recognized the need to provide a solution. That's why I founded Bromeliad Books, aiming to relieve entrepreneurs of the accounting burden so they can focus on what they love most – nurturing and expanding their businesses.
My educational background includes a Bachelor of Science in Finance with a minor in Psychology, which has equipped me with both the analytical skills and the understanding of human behavior necessary to excel in this field.
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. Whether we're exploring the zoo, park, or beach, I cherish every moment spent with my family.
I'm passionate about helping small businesses thrive, and I look forward to the opportunity to support you on your journey to success. Let's work together to make your financial management seamless and stress-free.




Here’s how it works
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Step 1
Schedule a Discovery Call
This is 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!
Step 2
QuickBooks Review
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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.

Step 3
Get Started on Your Books
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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.


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3 Reasons Why
Every Business Owner Needs a Quality Bookkeeper
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Financial Accuracy
Reason 1
A quality bookkeeper ensures that your financial records are accurate and up-to-date. This accuracy is crucial for making informed business decisions and maintaining compliance with tax laws and regulations.

Time Savings
Reason 2
By outsourcing bookkeeping tasks to a professional, business owners can reclaim valuable time to focus on core business activities, such as sales, marketing, and customer service.
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Reason 3
Financial Insights
A skilled bookkeeper can provide valuable insights into your business's financial health, trends, and performance metrics. These insights empower business owners to identify areas for improvement and make strategic decisions to drive growth and profitability.
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“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
Choose your pricing plan
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Essentials
$175
per month
Up to 100 transactions monthly
Categorization of All Bank Transactions
Bank, Credit Card, & Loan Reconciliations
Monthly Profit & Loss Report
Monthly Balance Sheet
E-Mail Support (Up to 30 Minutes)
Financials Complete by the End of the Following Month
Pro
$300
per month
Up to 250 transactions monthly
Categorization of All Bank Transactions
Bank, Credit Card, & Loan Reconciliations
Monthly Profit & Loss Report
Monthly Balance Sheet
E-Commerce (Amazon, Stripe, Paypal, Shopify or Other Payment Processors)
Unlimited E-Mail Support
Up to 30 Minutes of Phone Support/Review of Financials
Financials Complete by the 15th of the Following Month
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Elite
$550
per month
Up to 500 transactions monthly
Categorization of All Bank Transactions
Bank, Credit Card, & Loan Reconciliations
Monthly Profit & Loss Report
Monthly Balance Sheet
E-Commerce (Amazon, Stripe, Paypal, Shopify or Other Payment Processors)
Unlimited E-Mail Support
Up to 60 Minutes of Phone and/or Screenshare Support/Review of Financials
Financials Complete by the 10th of the Following Month
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Custom
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None of these plans fit your business needs? Contact me for a custom quote.