Katie Sanzo

Accounting Coach

Katie Sanzo

Certifications & Accolades

Intuit Certified Bookkeeper

Intuit Certified QuickBooks Online

    Katie Sanzo brings a rare blend of creativity, operational expertise, and financial management to her coaching role in the home services industry. With a career that spans restaurant management, business growth, and systems optimization, she has helped scale a single-location operation into seven thriving locations across three cities. Katie’s hands-on experience gives her an authentic understanding of the challenges and opportunities small business owners face.

    A proven problem-solver, Katie has led major operational transformations, from migrating businesses off spreadsheets to implementing full-scale accounting and business intelligence platforms. Her leadership in process improvement, system integration, and staff training has delivered measurable results—like reducing Prime Cost by 11% in just one year.

    Passionate about making financials accessible, Katie specializes in translating complex concepts into practical, easy-to-use tools that help owners take control of their businesses. She approaches every client relationship with empathy, recognizing that behind every company are real people, livelihoods, and dreams.

    Outside of coaching, Katie is training her Old English Sheepdog mix to become a certified therapy dog, with plans to volunteer with special needs children. She also enjoys traveling and recreating dishes from the regions she visits.

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