Kate Serpe

Kate is a seasoned accounting professional with over 14 years of experience spanning public accounting and financial technology. She began her career in public accounting, where she spent 12 years building, growing, and ultimately leading a successful Client Advisory Services (CAS) practice. Following her time in the public sector, Kate transitioned to the vendor side as an Account Manager at Sage, where she spent two and a half years supporting firms in developing and scaling their Sage Intacct Accountant Program practices.

Now at CPA.com, Kate brings together her deep industry expertise and passion for innovation in her role on the CAS Professional Services team. She provides strategic coaching and consulting to help firms enhance and expand their CAS offerings, drawing on her comprehensive background in both practice management and technology enablement.