Katie Blackmon, CPA, PLLC

Katie Blackmon, CPA, PLLC ✔️Certified Public Accountant (NC Certificate # 36558)
✔️Advanced Certified QuickBooks ProAdvisor I am not your typical CPA!

I understand that small business owners juggle a lot on a daily basis. I aim to alleviate some of that stress by helping you take control of your finances and reach your business goals. Your business is not just a number to me and I will give it the individual attention it deserves. I offer:
⭐Monthly Accounting Services
⭐Accounting + Business Coaching
⭐Accounting Clean-up Services
⭐And more

I specialize in micro and small service-industry based businesses. I love working with single-member LLCs, solopreneurs, small s-corporations, sole-proprietors, family owned businesses, and startups. I work with all sorts of professional service industries including medical, real estate, engineering, consulting, marketing, design services, and many more.

Ready for Q4? The last stretch of the year is here. Time to finish strong!🔎 Review your books – Catch up on reconciliati...
09/30/2026

Ready for Q4? The last stretch of the year is here. Time to finish strong!

🔎 Review your books – Catch up on reconciliations and fix any lingering errors.
📊 Check your budget vs. actuals – See how you’re tracking and adjust where needed.
💵Look at cash flow – Make sure you have enough to cover year-end expenses (and maybe holiday bonuses 🎁).
📝 Plan for taxes - Set aside money for what you'll owe (future you will thank you!)
🎯 Set Q4 goals – Focus on a few key wins to wrap up the year successfully.
🤝Talk to your accountant - Be proactive if questions arise or your financial situation changed this year.

Small steps now = less stress + more wins later.

As you enjoy the crisp air and fall festivities, don't forget to keep your business financial records in order as you pr...
09/24/2026

As you enjoy the crisp air and fall festivities, don't forget to keep your business financial records in order as you prepare for the final months of the year.

Need help? I can keep you up-to-date on the status of your finances with reports and graphs that you can review from anywhere. All while you sit back and sip that pumpkin spice latte. ☕

Wishing you a fun-filled autumn! 🏈 🍂🍁

Have a big dream but are struggling to get started? I’m here to help you sort out your finances so you can take your fir...
09/16/2026

Have a big dream but are struggling to get started? I’m here to help you sort out your finances so you can take your first step toward success.🚀

🔔Don't forget: if you pay quarterly estimated tax payments, the deadline for your third quarter payment is approaching. ...
09/09/2026

🔔Don't forget: if you pay quarterly estimated tax payments, the deadline for your third quarter payment is approaching.

May this weekend be filled with celebration, relaxation, and gratitude for those who work hard each and every day to con...
09/07/2026

May this weekend be filled with celebration, relaxation, and gratitude for those who work hard each and every day to contribute to the growth and prosperity of our nation.
🎉Happy Labor Day!🎉

“Accounting is the language of business.” -Warren Buffet.Not fluent? I’m here to help translate! 😊                      ...
08/26/2026

“Accounting is the language of business.” -Warren Buffet.
Not fluent? I’m here to help translate! 😊

There are lots of reasons you may need supporting documents of your financial data.📂To make management decisions📂As proo...
08/19/2026

There are lots of reasons you may need supporting documents of your financial data.
📂To make management decisions
📂As proof of purchase/payment
📂To ensure your accounting general ledger is accurate
📂As support during an audit (federal, state, payroll, licensing boards, etc.)
📂And many more...

I am frequently asked about what records are needed in case of an IRS audit. Check out this website for more information: https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping

✅ Keep:
• Tax returns & supporting documents
• Year-end financial statements
• Payroll records
• Business expenses & receipts

When in doubt, keep it! Digital storage makes it easy to save documents without the paper clutter. 📁💻

📊 QBO Tip: Bank Feeds vs. Actual RecordsJust because a transaction shows up in your bank feed doesn’t mean it’s been pro...
08/12/2026

📊 QBO Tip: Bank Feeds vs. Actual Records

Just because a transaction shows up in your bank feed doesn’t mean it’s been properly recorded in your books. 🙅‍♀️

✅ Think of the bank feed like a to-do list.
You still need to categorize, match, and review to keep your financials accurate and tax-ready.

Want to make sure your QBO file is set up the right way? Let’s chat! 💬

💻 QuickBooks Tip: Recurring InvoicesTired of sending the same invoice every month? QuickBooks Online makes it easy to au...
08/05/2026

💻 QuickBooks Tip: Recurring Invoices

Tired of sending the same invoice every month? QuickBooks Online makes it easy to automate with Recurring Invoices!

Whether you're billing monthly retainers, subscriptions, or ongoing services - setting up a recurring invoice saves time and ensures nothing slips through the cracks. 🙌

Here’s how to do it:
Go to the invoice → Click “Make Recurring” → Set the schedule → Done!

✨ Pro tip: You can even choose whether to send it automatically or just create it as a draft for review first.

Want help setting up recurring invoices in your QBO file? Let's chat💬


Did you hit pause on your books? 👀 We’re over halfway through the year — Now’s the perfect time to catch up before year-...
07/29/2026

Did you hit pause on your books? 👀 We’re over halfway through the year — Now’s the perfect time to catch up before year-end sneaks up! ⏳📚

✅Use this quick checklist to stay on track, spot issues early, and feel in control.

Not where you want to be? Let me help get your books cleaned up and tax-ready the stress-free way. 🙌

Address

Huntersville, NC
28078

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