About Us
As of now, Dragonfly Bookkeeping is a one-woman show. My name is Katy White. I am available to work remotely, or I am happy to come to your office to connect and learn more about your business. We can structure our relationship however it makes most sense for your needs; whether it be a monthly retainer, an hourly rate or a per-project basis. Give me an opportunity to learn more about your business, analyze what is needed and propose a solution.
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If you are working with a CPA but need help collecting information for them, I am happy to work with you on that or directly with your accountant. If you need help finding a CPA, I can refer you. Although I am not a CPA, I can help you with tax reduction strategies and keeping your books super tidy and efficient which will save you money with your accountant at tax time!
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I've had a varied career which has given me an opportunity to learn about different industries; but I am committed to this line of work because I know it is where I can add most value to the highest numbers of clients.
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You can read my full bio here. Or you can download my resume here.
Jon F.
CPA
I’m a Westchester County CPA in practice for over 35 years. I’ve been doing tax work for several of Katy’s bookkeeping clients for a few years now and I must say her work is exemplary. She’s knows her stuff, has excellent attention to detail and is very organized. It's a pleasure to do a tax return with source material she’s prepared. I highly recommend her to fulfill your bookkeeping needs.
Gretel K.
Volunteer Treasurer
Katy is a QuickBooks Master! She developed unique solutions to address the challenges we faced in trying to apply the accounting regulations and QuickBooks functionality to a non-profit environment.
Angie, H.
Managing Director
Katy helped our organization seamlessly transition to a consistent and comprehensive accounting and finance platform. She demonstrated deep expertise in both accounting and finance functions and was an excellent coach and mentor as we got up to speed.