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How It Works

So, HOW do we help our clients to gain clarity and control over their business finances? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

First, we work with our clients to clarify their goals. Next, we do a deep dive analysis of where they are now with their business in our Financial Assessment. Only when this is complete and there is complete clarity for them and for us do we move onto...

Step 2:

CUSTOMIZE

With clear goals and a full financial picture in hand, we tailor a step-by-step strategy designed specifically for their business. This isn’t a generic plan—it’s a custom roadmap that aligns with their priorities and moves them toward their vision with purpose and precision. This helps us all to see how we can...

Step 3:

OPTIMIZE

This is where we turn insight into action. We build forward-looking strategies with a strong focus on cash flow—helping them get specific so their money works for them, not the other way around. The plan evolves as their business does, always adapting to keep them moving toward (and beyond) their goals, with the freedom they're working toward at the center.

Recommendations

If you have the opportunity to utilize Katie Rhodes in any capacity within your organization, you will find a partner that has all the qualities that a top performing organization requires. Integrity, hard work and a commitment to her profession are just a few of her attributes. I highly recommend her without reservation.

Bruce Odenthal

Senior Vice President of Operations for Vivage Quality Health Partners

In my position overseeing 32 skilled nursing facilities over the years, certain employees stand out above the rest. Katie is one of those people. She understands the expectations of both the company and the customer. She exhibits the utmost professionalism on both sides. This is a woman that will represent you with the utmost integrity, accuracy and honesty.

Tracy Nickelson-Wootten

Director of Financial Field Operations at Vivage

I cannot say enough about how amazing Katie from Coal Creek Ledgers has been for my business...Beyond her precision and reliability, she is kind, approachable, and an absolute pleasure to work with.

Not only has Katie freed up my time to focus on running and growing my business, but she has also taught me so much along the way.

Her patience and expertise have given me a clearer understanding of my business finances, which has been invaluable. She consistently goes above and beyond to ensure I have everything I need and even anticipates potential challenges before they arise.

Katie is a true gem and an essential part of any team. I wholeheartedly recommend her to anyone looking for someone who is not just a bookkeeper, but a supportive and proactive partner in their success.

Kim and Erran

Travsessed

Why Me?

Hi! I’m Katie, Owner of Coal Creek Ledgers. I know what it's like when your business starts feeling like a job and managing your life instead of the other way around, and I'm here to show you a better way!

With over a decade of experience in managing business finances, I help owners like you cut through the noise, get clear on your numbers, and make confident decisions.

I started this firm to help business owners step into their role as strategic leaders—not just operators.

This is about more than financial reports—it’s about gaining the clarity and control you need to lead with vision, build with purpose, and grow without second-guessing every move.

Select a Time to Chat With Me Now:

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