Who’s Behind Phantom Financial?

Hi, I’m Kat! The founder of Phantom Financial Services, your spooky-smart sidekick for taming business finances and banishing bookkeeping overwhelm.

I created Phantom Financial Services because too many brilliant, creative entrepreneurs were drowning in receipts, ignoring their numbers, and spiraling into spreadsheet dread. Not because they’re bad at business — but because they were never taught how to make their finances work with their brains.

Before launching Phantom Financial, I spent over 20 years in corporate finance and accounting for large companies. I built systems, tracked budgets, and managed millions in revenue — but the work never felt as rewarding as helping business owners build their dreams.

There’s something powerful about helping entrepreneurs — people who are pouring their hearts into their work — finally feel supported, understood, and financially confident.

You deserve to thrive.

You deserve tools that work for you.

And you shouldn’t have to figure it all out alone.

Let’s tame your financial monsters together.

Work with Me

Why I Do This

I believe:

  • You don’t need to “fix yourself” to get your finances in order. You need a system that fits you.
  • Financial clarity shouldn’t require decoding accountant-speak.
  • Everyone should have a safe space to ask questions without feeling judged.