Our Mission
To empower businesses and individuals with proactive, innovative tax and accounting solutions that drive efficiency and growth. We strive to redefine the standards of the accounting industry by blending cutting-edge technology with personalized service, ensuring that every client achieves financial clarity and success.
We understand money so business owners can make better decisions about their
money.
Partners in financial security.
Who We Serve
We work with individual and small businesses. Entrepreneurs are our jam as we specialize in tax and accounting services for small businesses. Think of our role as your trusted business advisor.
SMALL BUSINESSES
Small businesses with a gross revenue of $100,000 to $5,000,000.
INDIVIDUALS
Individuals needing a tax professional or consulting from a CPA.
ENTREPRENEURS
Start-ups needing tax, consulting, or accounting support.
Who We Are
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 and the Arizona Society of CPAs.
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.
