Real money advice.
Real people.
We’re The Freelance CFO.
We’re a full-service accounting, bookkeeping and tax preparation firm that empowers you and your business to achieve your own version of success by removing barriers and customizing our approach to meet you where you’re at, in order to get you where you’re going.
We believe:
Having a mortgage and student loan debt doesn’t make you bad at money.
If you went to college and have student loans for a degree you didn’t finish or don’t use it’s A-okay.
You can make and save money easily, and without a traditional budget.
You can invest and have debt.
You can live a life full of ANDs, not ORs.
You can pay down debt, make more money, and live a fulfilling life.
And, most importantly, you can buy the damn latte.
We meet you where you’re at,
to get you where you want to go.
Our Mission
We're founded on the principles that you are deserving of compassionate access to financial education that meets you where you are.
Through our shame free approach to accounting, bookkeeping, and other financial services we bring calm out of chaos, clarity to confusion, and help you achieve success on your terms.
We know managing your money can feel vulnerable. We’re here to help you make empowered and aligned choices in your life and business.
The numbers matter and YOU and your dreams matter too.
Our success is when you feel calm, cool, and confident in supporting your lifestyle with your finances.
Hey! I’m Katelyn, and I really love money.
I love investing, building, growing, talking about, and spending money. My love for all things finance is what drives me to help others achieve the same financial freedom I have.
Working with individuals and businesses who are passionate about pursuing a life they love and gaining financial empowerment and peace? That inspires the hell out of me.
That is why I created The Freelance CFO.
I’m here to tell you that your dreams and passions aren’t optional. It is your duty to live your singular, wonderful and uncommon life to the fullest.
Leave the numbers to us. You take care of the rest!
We don't work with a**holes.
Our Team
David Magnuson
IT + Bookkeeper
Jason Randal
Senior Tax Accountant
Jules Duffy
Accounting Assistant & Bookkeeper
Christy Villaseñor
Director of Operations
Brett Johnson
Client Success Strategist
Bianca Balatbat
Bookkeeper
Maia Lopes-Gilbert
Graphic Designer
Kelly Adams
Admin Assistant
A team you can trust.
Systems that work.
Our Certifications
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Our Services
Make big strides.
Make money moves.
Make tax season your b*tch.
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Our Courses
Get informed.
Get inspired.
Get your money sh*t together
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Our Resources
Take responsibility.
Take control.
Take ownership of your bag.