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Location: Belleview, Florida
Favorite Beverage: Wine
First Live Concert: Statler Brothers, at 6 years old with her dad
Least Favorite Chore: Dishes

Virtual Bookkeeper

Professional Experience

Kathy has worked in corporate accounting and finance for various industries including marketing, transportation, healthcare, and manufacturing. She has experience with financial reporting & analysis, revenue recognition, accounts receivable, accounts payable, cost accounting, forecasting, and report creation. She has a desire for automating & streamlining processes and finding better ways of performing tasks to increase efficiency.


Kathy attended the University of North Florida in Jacksonville, FL, where she received her Bachelor’s degree in Accounting in 2009 and Master’s in Business Administration in 2014. She is a licensed CPA in the state of Florida.

Personal Profile

Kathy currently resides in Belleview, FL with her husband, three kids, and their two dogs, where they stay busy with kids’ involvement in sports and travel ball. She enjoys attending professional sporting events (season ticket holder for Jacksonville Jaguars & Tampa Bay Rays) and also bicycling or attending spin class in her free time.

Connect with Kathy


Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.


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