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We pride ourselves on our customized services to meet each client’s specific needs and goals
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Services
Here’s how you can know and understand the financial status of your business, get clarity from the reports and experience growth in your business.
- You have regularly scheduled meeting with us to review reports to know where your business stands financially.
- You receive special reports to provide more insight into your business for growth and decisions.
- You get an accurate and current financial picture for loans, grants or other fiscal opportunities.
- As the business owner, you have more time to grow the business and also spend time with family and friends.
Testimonials
I value Karen’s bookkeeping expertise and have referred her to several clients who quickly gain an appreciation for the value she provides them. She is a Certified QuickBooks Pro Advisor.
Let me first say that I have been utilizing the bookkeeping services of Karen & Co. since 2001, in multiple Co’s, and I have to say that it’s been nothing short of a lifesaving experience for me and my businesses. Karen has become a personal friend and key member of my Company, and I highly value Karen in all she does for us on the daily. If you’re looking for someone that will take care of your business as if it were hers… hire Karen Bershad right away. Just make sure that you don’t give her to much work that she can’t continue to do my books. BTW – Karen comes with an amazing personality at no extra charge.
Working with Karen is a dream. She is so knowledgeable and thorough on all projects she takes on. Her organization is amazing and is an asset for any company needing her high level of service
Karen is exactly the person you want in charge of your quick books. Knowledgeable, detail oriented and meticulous she does a great job.
I highly recommend!
Karen has been doing my monthly books for about a year and a half …. which was a significant savings from my CPA doing them! She communicates with them and my payroll company as needed and is very proficient on QuickBooks. I highly recommend her services.
Since 2014, Karen has been performing my internal auditing function and quick books work. She is very knowledgeable and has exceeded my expectations with respect to the ongoing work she does for my Company.
Have more time to work on growing the business and get clarity about your finances.
Work on revenue and growth objectives not bookkeeping tasks.
Most of our clients are in these industries
and we specialize in setting up and managing
their QuickBooks specific to their needs:
QuickBooks Tips
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QuickBooks’ Sales Forms: When Do You Use Them?
QuickBooks’ sales forms, like invoices and statements, were designed for specific purposes. Are you using them correctly? If you’ve ever done your accounting manually, you probably remember what a pain it was to produce clean, clear, professional-looking sales forms. Maybe you ordered blank forms from an office supply store or even just typed them up
September 1, 2025 -
4 QuickBooks Online Settings Groups You Should Explore
You have more control over QuickBooks Online than you might think. Consider changing some settings. QuickBooks Online comes equipped with a lot of default content. It provides forms like invoices and statements that are already formatted with their own fields and layouts, ready to bring in your company’s data. Reports have default columns and rows.
September 1, 2025 -
Working With Reports in QuickBooks, Part 2
QuickBooks provides tools for working with reports you’ve created. Here’s a look at some of them. Last month, we laid the groundwork for creating reports in QuickBooks. We walked through the mechanics of creating them and introduced you to the Report Center. We showed you how to customize them so you can target the exact
August 4, 2025 -
How Progress Invoicing Can Improve Your Cash Flow
These are uncertain economic times. Bring in money faster by using progress invoicing. If you’re concerned about your company’s cash flow because you don’t know what will happen with the U.S. economy in the coming months, you’re not alone. The vast majority of small businesses struggle with cash flow — all the time. Are you
August 4, 2025
Are you ready to know and understand
the financial status of your business,
get the clarity and accuracy
in your reports and make better
informed decisions for business growth?