Katie White
Bookkeeper
Katie White is a bookkeeper and owner of Cents and Balance, a virtual bookkeeping service based in Bow.
Explain your job.
We provide virtual bookkeeping services to small-business owners. We manage the day-to-day financial activity in a business to provide the business owner freedom to stay in their wheelhouse and do what they do best. We also can manage accounts payable [and] accounts receivable and can provide support with documentation management.
How long have you had this job?
Cents and Balance was born in 2018.
What led you to this career field and your current job?
I have a love for numbers and puzzles. I worked in the health care industry for years, and my favorite part always revolved around the revenue cycle, reconciling our billing process and making sure we had good workflows in place to make sure nothing fell through the cracks. An opportunity to work in a bookkeeping and accounting firm opened up when my children were very young, and I knew that this industry was where I was meant to be. I opened Cents and Balance … so I could have the freedom to spend more time with my young kids and family.
What kind of education or training did you need?
There are no credentials you need in order to be a bookkeeper, but I do have a Master’s in Business Administration, and, in 2020 I became an Enrolled Agent, [which] means I can represent taxpayers before the IRS. Although we provide very little tax services, I became an EA so I could be a better bookkeeper and provide more insight for my clients.
What is your typical at-work uniform or attire?
We are 100 percent virtual, so I go for comfort. However, I do love it when I have the occasional in-person meeting or networking event so I can get a little more dressed up.
How has your job changed over the course of the pandemic?
We’ve always been virtual, so our practices didn’t change when the pandemic hit.
What do you wish you’d known at the beginning of your career?
As a business owner, I wish I had really hammered down my own policies and procedures when I was just starting out. It’s a lot harder to play catch-up when you’re so busy.
What do you wish other people knew about your job?
Bookkeeping isn’t just data entry, and it’s not just for tax preparation; bookkeeping is really about helping a business owner know their numbers so that they can make better business decisions.
What was the first job you ever had?
Canad Cinemas, which is now Regal Cinemas, in Concord, New Hampshire, when it first opened.
What’s the best piece of work-related advice you’ve ever received?
Show up. If you say you’re going to do something, then do it. If you can no longer do it, own it and be honest.
Five favorites
Favorite book: The Count of Monte Cristo
Favorite movie: Elf
Favorite music: Anything — alternative, indie, hip-hop, pop, country — I love it all.
Favorite food: Italian, specifically chicken parm.
Favorite thing about NH: There’s so much to do — mountains, lakes, camping — and it’s so close to other states for quick trips.
Featured photo: Katie White. Courtesy photo.