St. Vrain Financial

About

Passion. Experience. Diligence.

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What We Do

St. Vrain Financial LLC was founded on three related principles. Good business decisions drive profitability and growth. Business owners need reliable information to make good business decisions. Reliable information is hard to come by.

That’s where we come in.

 

St. Vrain Financial provides the information and insight ownership needs to be successful. Services we offer include accounts payable, accounts receivable, bookkeeping, payroll, sales tax, inventory, job costing, account reconciliation, financial reporting, and more. Using programs like QuickBooks Desktop, QuickBooks Online (QBO), Xero, Gusto, TaxJar, and Avalara TrustFile and AvaTax, we have your back (office).

Our approach is meticulous, providing results that are accurate but understandable. Be compliant and informed while operating efficiently with intelligent design, implementation, and management of your systems.

Although we do not perform income tax services, we have long-standing relationships with local tax experts if you need a referral. And we will happily work with any tax professional to ensure your year-end filings are worry free.

 
 

 

Who We Serve

 

Our mission is to help businesses, and business owners, along the Front Range succeed. Whether you have been in business for 20 years, are considering opening a business next year, or anywhere in between, St. Vrain Financial can provide you sensible guidance and financial oversight.

Do you provide services or sell products? Maybe you create or consult? Are you selling in-store or online? Maybe you’re a neighborhood gem or shipping nationwide? Our team is ready to address your needs.

We can be as involved or as uninvolved as you prefer.

Perhaps you want to learn how to maintain your books more effectively, or completely rid yourself of the responsibility. We can help! Maybe you need day-to-day bookkeeping, monthly reconciliation and reporting, or quarterly sales tax filing assistance. We do that! Not sure how to overcome that occasional problem with the accounting software, unsure about getting started with payroll, or confused when reading financials. We’re not. Let us show you!

 
 

 

Who We Are

 
 
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OWNER

Katie Walker, CPA

Hi there! I’m Katie, owner and founder of St. Vrain Financial LLC.

As a CPA who spent my public accounting days as an auditor, I know accounting and compliance. Thanks to varied industry experience, I excel at efficiency, process, and workflow. Understanding that not every emerging business owner can say the same is what compelled me to start this company.

When I’m not talking debit and credits, systems and process, you’ll find me out and about in Longmont, at a show in Boulder, or having a drink in Denver. As much as I love spreadsheets (sad but true), spending time with my husband eating great food, enjoying live music, and laughing over drinks brings me the most joy.

 
 
 
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Accounting Extraordinaire

Margi Davis, MBA

Hi, I am Margi Davis and I love working with emerging businesses at St. Vrain Financial.

I am a degreed accountant (and an MBA) with 30 years of experience – from a Commercial Loan Analyst at a local bank to the Vice President and Chief Financial Officer for a logistics company. In between, I helped several companies raise private funding through venture capitalists as well as assisted in bringing two companies public. I love solving accounting problems, setting up processes and procedures, and creating reporting packages that provide vital data to business owners.

In my spare time (which I cherish), I love to hike in the Rocky Mountains, spend time with my family at our cabin in Glen Haven, and travel. Seeing the world is such a great adventure!