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About Us

At Evergreen Consulting LLC, we are a professional consulting firm dedicated to helping our clients achieve growth, strength, and stability. Our warm and friendly team provides comprehensive financial systems and solutions tailored to your unique needs. We believe in building lasting relationships with our clients, and we work to understand your goals and objectives so that we can provide the best possible service. Let us help you take control of your financial future.

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Meet Kate

I am the owner and operator of Evergreen Consulting LLC. With over 15 years in management and operations systems I seek to help your business not only keep organized, but make something maintainable and scalable. I am a QuickBooks Certified Bookkeeper for both desktop and online systems, and am finishing an MBA in Finance from Santa Clara University.

 

I have worked with a wide range of companies including: restaurants, healthcare facilities, investment firms, real estate companies, and non-profit organizations.
I love helping businesses by providing a well rounded solution to your bookkeeping and administrative needs so you can focus on the work you're passionate about.

 

If I am not in the office you can find me in the ocean or walking through the forest, enjoying everything Santa Cruz has to offer. Although, in colder weather I am more likely to be buried in a book and a cup of tea.

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Accounting Solutions

At Evergreen Consulting LLC, our experienced advisors are dedicated to helping you achieve your financial goals. We provide a wide range of services, including: bookkeeping, financial statement preparation, QuickBooks and NetSuite buildouts, and document storage solutions. Let us help you navigate the complex world of financial record keeping.

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Stay Ahead of the Game

We provide both short-term and long-term support to help your business achieve its goal. We understand the importance of staying up to date and keeping
We have the knowledge and expertise to help you stay one step ahead of the competition.

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Tailored Solutions for Your Needs

At Evergreen Consulting LLC, we believe that every client is unique. That's why we provide personalized financial solutions tailored to your specific needs. Our team of experts has the knowledge and experience to help you achieve your financial goals through in-person or online.

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