|A native of Sonoma with over twenty-five years of professional
experience, Kathy Barnett is ready to help you make your commitment to
become financially fit.
Having been the CEO/CFO of a local manufacturing company, the business manager
of a regional publishing company, and the owner/operator of a local
retail store, Kathy is uniquely qualified to help you.
Kathy Barnett is a Registered Representative of
Cetera Advisor Networks LLC
and as a
licensed Tax Preparer, Kathy’s practice offers all aspects of financial
services, including investments, retirement analysis, tax analysis,
accounting and small business consulting.
Kathy offers her knowledge and expertise to individuals and small
business owners through Money Matters, a professional financial
services, accounting, tax and business management company.
- Are you taking advantage of all the new tax credits available to you
– individually or in your business?
- Are your current IRAs or TSA investments properly invested for your
- Have you heard about the new personal 401(K) plans available for IRA
“I have discovered that most small business owners sell an idea or
provide a service which they do exceptionally well, but that they find
themselves facing challenges for which they are not prepared."
“They either lack the experience or knowledge; they don’t enjoy the
legal and financial reporting required to run their business; or quite
often they simply do not have the time.”
Using Money Matters allows you to pursue what you do best: running
your business and enjoying life.
- Monthly Accounting and Bookkeeping
- Business and
Personal Tax Preparation
- Cash Flow Projections
- Management Consulting
- Retirement Analysis
- Small Business Retirement Programs