Who We Are
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Katie Helle started Scaled Accounting Solutions in 2024 after 15 years of tax and accounting service with a local firm. Katie has had a focus on individual and small business taxation, specializing in payroll, sales tax reporting, compliance, and proficiency in QuickBooks accounting software. Her background is rich in financial accounting within the automotive, banking, property management, and service-based sectors.
A proud native of Arizona, Katie resides in Chandler. She earned her B.S. in Business and Accounting in 2009 and a Masters in Accountancy in 2011, both from the University of Phoenix. She is a licensed CPA in Arizona and actively participates in the American Institute of Certified Public Accountants.
Beyond her professional life, Katie is deeply involved in community service. She serves on the Board of Directors for a local animal rescue and community outreach organization. Married with a young daughter, she enjoys family time, stays active with fitness routines, and pursues various crafting projects, often with power tools in hand.
Our Values
Values that serve you.
01
INOVATION
Constantly pursue newer, smarter ways to solve problems and deliver services, challenging the status quo of traditional accounting practices.
02
INTEGRITY
Uphold the highest standards of professionalism and ethics in all our interactions and decisions, ensuring trust and transparency with our clients.
03
SERVICE
Dedicate ourselves to understanding and addressing the unique needs of each client, delivering tailored solutions that optimize their financial potential.
04
COLLABORATION
Foster a culture of teamwork and open communication, both within our firm and in our engagements with clients, to achieve the best outcomes.
05
SUSTAINABILITY
Commit to practices that promote long-term economic, social, and environmental sustainability in our operations and community engagements.
