Not Your Typical Bookkeepers

Gain a Fresh Take on Your Small Business’s Finances

Our Mission

To help busy small business owners understand their finances through a combination of education and account optimization for easy readability

Our Vision

For every small business owner to understand the importance of accurate data and how to interpret what it is telling them about their business’s health

Our Approach

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Empowerment through education

We reorganize your financial information so it works for you, then show you how to read and use it to make better business decisions.

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Built on empathy & inclusion

We relate to you as a business owner with humor and a personable approach. Our diverse team loves working with people from all walks of life!

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Guided by integrity & innovation

You can expect transparency and what’s best for your business, from intuitive custom reports to our secure and convenient portal to strategic financial advice.

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Fostering a collaborative culture

Our close-knit team has built a supportive culture, ensuring constant coverage and many eyes on each account—and higher accuracy and efficiency for you!

Going Beyond Bookkeeping

Whether you’re a solopreneur just getting your venture off the ground or a seasoned business owner with growing needs, managing your finances doesn’t have to be a scary, lonely experience.

It also doesn’t require hiring an internal accounting team or CFO!

Located in Frederick, Maryland, less than an hour from Baltimore and Washington, D.C., Details Matter Bookkeeping & Advisory serves small businesses nationwide in a range of industries. We act as your partner, making sense of the numbers so they make sense to you. That means we don’t just enter data and stick you with the standard (often confusing) QuickBooks reports. We optimize your reports so that YOU can understand them—not just your tax preparer!

From covering the bookkeeping fundamentals to acting as your fully outsourced accounting team, we’ll ensure you remain compliant and understand your financial health. Then, we take things a step further by providing strategic advice so you know how to use your data so your business doesn’t just survive but thrives.

Katie Hanna, CB

President & CEO

If I start by telling you my degree is in animal behavior, you may wonder how I ended up in accounting…but it’s not as surprising a transition as you might think!

Yep, I wanted to be a zookeeper. However, thanks to being a bit of a wild child who loved climbing (and falling) out of trees, I soon realized my past injuries made this highly physical career a no-go. So, I worked as a vet and surgery tech at a veterinarian’s office. I then joined the Maryland SPCA in Baltimore, where I spent four years wearing many hats as an admin, vet tech, behavior assessor, foster coordinator, and adoption counselor.

My time with the shelter shaped my organizational and detail-oriented mindset. When it comes to data, my philosophy is to check as many boxes as possible. You never know when you’ll need that information later!

Eventually, I switched to bookkeeping and received my certification (CB) from the American Institute of Professional Bookkeepers (AIPB) in 2011. I then worked as an administrative assistant and bookkeeper at a CPA firm.

When my husband got a job in Frederick (my hometown) in 2016, I decided to move back and make a career shift. The freedom and flexibility of business ownership appealed to me—and who better to learn from than my mom, Joanne Baum, the founder of Details Matter Bookkeeping? She became my mentor until she stepped back in 2017 and handed over the reins.

I’m proud of how our team has grown since then to include a staff of qualified bookkeepers who uphold the firm’s name with their level of care and attention to detail!