Katie Blackmon, CPA, PLLC

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United States
Huntersville, NC
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 spe

cialize 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.

08/26/2026

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

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. 📁💻

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! 💬

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💬

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. 🙌

07/22/2026

Efficient invoicing is essential for a thriving business! 💰📑

📝 Send clear and detailed invoices promptly to your clients.
📝 Include payment terms, due dates, and accepted payment methods.
📝 Use professional invoice templates or software for a polished look.
📝 Regularly follow up on outstanding invoices to ensure timely payments.

By streamlining your invoicing and payment processes, you'll maintain a healthy cash flow and foster strong relationships with your clients.💼

Need help❓ Reach out for a free discovery call at katieblackmon.com/new

07/15/2026

Did you know you can customize your QuickBooks Online dashboard to fit your business needs? 🎨✨ Simply click on the "Customize Layout" button on the dashboard to add, remove, or rearrange widgets. Tailor it to display the most relevant information, such as income, expenses, or sales trends. 📊📈

By personalizing your dashboard, you can gain quick access to the key metrics that matter most to you, saving time and keeping your financial insights at your fingertips. 🚀💼 Give it a try and optimize your QuickBooks Online experience!

Need help❓ Reach out for a free discovery call at katieblackmon.com/new

07/08/2026

What have you been wanting to try lately? The decision to try is the first step to achieving any goal. Don't be afraid to take that leap and start your journey today. 💪✨

🚀🌟

07/04/2026

Wishing you a safe and memorable 4th of July! 🎇❤️💙

06/26/2026

This quote is a great reminder: the effort you put in right now lays the groundwork for what’s next.
Keep showing up and giving your best — one moment at a time! 💫

Address

Huntersville, NC
28078

Website

http://katieblackmon.com/

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