I See Dead Businesses

Welcome to: I See Dead Businesses

“I see things that other people don't see... I see dead accounting people and I see dead businesses looking me in the face.”

Learn WTF Podcast graphic AI image where have all the good bookkeepers gone redhead long hair glasses CPA Finance Business Coach Advisor CFF CFE MST Financial genius

Katrina Keller

CPA, CFF, CFE, MST, (Phd*coming soon:)

Podcast Episode 3

“I want you to learn your balance sheet. It’s your baby, your bread and butter. Once you know it, you can read any financial statement.”

Katrina Keller

CPA, CFF, CFE, MST, (Phd*coming soon:)

In this episode, your unique expertise as a “Unicorn CPA” shines as you take listeners behind the scenes of your daily workflow. Working on a client’s books, you share your specialized process of diving into QuickBooks and dissecting financial statements with surgical precision. You explain how a deep review of a client’s general ledger can reveal hidden errors—sometimes costing hundreds of thousands in taxes—and demonstrate your ability to turn messy, “garbage” data into actionable insights. Throughout the recording, you introduce the idea of a “work with me” series, inviting listeners to follow your real-time process, learn how you think, and apply those same habits to their own businesses. From stressing the critical importance of understanding your balance sheet to advocating for continuous learning and robust financial practices, you reveal the real-life challenges and rewards of forensic bookkeeping and financial forensics.

“Ignorance is not bliss. It's expensive.”

Katrina Keller

CPA, CFF, CFE, MST, (Phd*coming soon:)

Key Takeaways: I See Dead Businesses

Robust Financial Statements Are Crucial:
A strong grip on your numbers is essential for business growth—without it, you risk plateauing like running endlessly on a treadmill.
Forensic Review Uncovers Costly Mistakes:
Your detailed review process can expose hidden financial errors, such as overpaying in taxes, reinforcing the value of deep, forensic bookkeeping.
“Work With Me” Approach:
By inviting listeners to follow along in your QuickBooks walkthrough, you’re not only teaching them the technical skills but also sharing your mindset and problem-solving approach.
Understanding the Balance Sheet:
The balance sheet serves as a snapshot of a company’s financial health. Mastering it empowers business owners to make informed decisions and invest wisely.
Real-World Lessons from Tax Prep:
You shed light on the risks of poor financial practices—like missed credits or even identity theft—often seen with subpar tax preparers, emphasizing the importance of financial literacy.
Continuous Learning & Financial Empowerment:
Drawing on 25 years of experience, you emphasize that learning isn’t just about avoiding mistakes—it’s about building a foundation for lasting financial independence and business success.