About Katherine 2018-01-19T18:34:02+00:00

Katherine Denton has been providing professional, confidential, and compassionate care since she began her business, My Friend, Katherine, in 1995. Over the past 20+ years, she has worked with hundreds of people seeking to simplify their lives through daily money management, organizing, and coaching. She offers an ever-expanding array of services and is dedicated to supporting each client as they pursue their short and long-term goals. Her specialties include: 

Daily Money Management-   Katherine is a certified Professional Daily Money Manager (PDMM®). The Professional Daily Money Manager PDMM® designation certifies an advanced level of proficiency in bill paying, basic finance/bookkeeping, payroll and tax basics, types of expenses, and standards of practice. To become certified a candidate must possess over 1500 hours of paid work experience, pass a criminal background check, and pass a knowledge and proficiency exam. Certified Professional Daily Money Managers adhere to the Daily Money Managers stringent Code of Ethics and take continuing education courses.

Seniors–   Katherine is a Certified Senior Advisor (CSA)®. This credential applies to professionals who have specialized knowledge about aging and the health, financial and social issues affecting seniors. They demonstrate their competence and knowledge of working with older adults into their professional practices. Earning the CSA certification requires individuals to pass a rigorous exam based on an education program designed by renowned doctors, attorneys, gerontologists, accountants, and financial planners. CSA’s uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. In addition to the certification exam, CSA’s must pass a background check, and pass the Roles, Rules, and Responsibilities Ethics Exam. CSA’s are required to take annual continuing education courses. 

Small Business Administration-   Katherine offers support to small businesses with accounts payable, accounts receivable, payroll, tax/financial reports generated by Quicken or QuickBooks and custom services depending on client’s needs.

Home and Office Organization- As a pioneer of the “Get Organized” movement, Katherine has been a member of the National Association of Productivity and Organizing Professionals since 2003. She has been a member of NAPO’s Golden Circle for over 10 years. Katherine adheres to NAPO’s Code of Ethics and shares her expertise through a monthly magazine column and her blog.

You can Learn More About Katherine here

 

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