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Kathy Tweeten




I enjoy working with people who need help in managing their day to day financials. This includes bill paying, organization of records, budgeting, mail handling and budgeting.   I am a QuickBooks ProAdvisor and am proficient in QuickBooks Online, QuickBooks Desktop, and Quicken. I have skills in managing people and projects and have led work teams at IBM in Financial Planning, IT audits, service delivery, IT Application Owner, and process improvement. It has always been my interest to help people get organized and come in control of their finances for whatever are their life goals.   I can bring an overall understanding of the processes, groups and individuals who I am privileged to work with.


I graduated from Wartburg College with a BA in English and French. I have done post graduate work in organizational development.

Memberships and Certifications

  • American Association of Daily Money Managers
  • QuickBook Online ProAdvisor
  • Certification in HubDoc

Personal Interests

Family is an important to me. In addition, I enjoy reading, movies, walking, counted cross stitch, redecoration/remodeling of my home and cooking.