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Feeling haunted by your business finances?

You didn’t start your business to wrestle with spreadsheets or panic at tax time, but here you are, buried in receipts, behind on your books, and wondering if you’re doing any of it “right.” Breathe. You’re in the right place.
I’m Kat, founder of Phantom Financial Services, and I help small business owners like you tame the financial chaos. Whether you have ADHD, are neurospicy, or just allergic to numbers, you don’t have to do this alone anymore.

Who I Help

You’re my kind of client if you…

  • Run a creative, service-based, or product-based business (or all three)
  • Feel like your bookkeeping system is… what system?
  • Avoid looking at your reports because they don’t make sense anyway
  • Are behind on your books (like, way behind)
  • Want to grow your business but feel stuck financially
  • Crave simple, ADHD-friendly systems and a judgment-free zone

What I Do

I’m not here to lecture you on budgets or shame you for being “bad with money.”
Instead, I offer:
  • 🧹 Clean-Up Bookkeeping — catch-up without the drama
  • 🛠 Monthly Bookkeeping — simplified and streamlined
  • 🔍Custom Launchpad System — A Google Docs-based hub that breaks your biz down into manageable tasks and routines
  • 📈 Financial Reports You Can Actually Understand: no jargon, just clarity
Your business deserves clean books and peace of mind, not late-night panic and spreadsheet nightmares.

Choose Your Next Step

Ready to Get Unstuck?

Let’s chat and see how I can help you banish your financial ghosts.
Book a Free Clarity Call

Not Ready to Talk Yet?

No pressure. Grab the free 5 Minute Bingo to get started organizing your business finances — even if you’ve got ADHD or haven’t opened QuickBooks in a year.
Download your free 5 Minute Bingo!

Why Me?

With over 20 years of experience in finance and accounting for large corporations and small businesses, I realized I’d rather help real humans who are pouring their hearts into their businesses.
I’ve got ADHD too — and struggled with my own finances until I built a system that worked with my brain, not against it.
You weren’t born knowing how to run a business. You deserve support, not shame.

What Clients Say

“I used to feel completely frozen anytime I thought about my numbers. Kat made everything feel doable and understandable.”
— Sara, creative entrepreneur
“I finally understand what my reports are telling me. For the first time, I feel like I’m running my business — not the other way around.”
— Marcus, marketing consultant

Still Have Questions?

Send me a message here or schedule a free clarity call. I’m real, approachable, and fluent in creative chaos. Let’s resurrect your books from the grave!