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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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Know Where Your Money Is: QuickBooks’ Income Tracker
It’s more than just the balance in your bank account. Your company’s money can be hiding in numerous places. If you’re a business that sends estimates and invoices customers, you’re probably used to now knowing where all of your money might be lurking at any given time. You may have revenue spread across several places
November 2, 2022 -
Use QuickBooks Online Effectively: 7 Best Practices
Here are 7 ways you can be safe, compliant, and productive when you’re using QuickBooks Online. “Best practices” is a phrase that human resources professionals have been using for decades. But every type of profession has its own best practices, whether they call it that or not. These guidelines are not enforceable rules, though some
November 2, 2022 -
Have You Explored QuickBooks’ Insights and Snapshots Pages?
Depositing customer payments is one of your more pleasant business tasks. Here’s how it’s done in QuickBooks. There’s more than one way to get where you’re going in QuickBooks. The software was designed to make similar information available by taking multiple paths. This gives you the option to choose what makes the most sense for
October 2, 2022 -
How to Give Your QuickBooks Online Forms a New Look
Your sales forms are a part of your company’s identity. Make them professional, personalized, and polished. Your first impression of a business probably comes from a website or a mailing or an advertisement. The second might be from an invoice or sales receipt. What does it say about that company if its printed or digital
October 1, 2022
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?