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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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Working With Reports in QuickBooks, Part 1
If you’re not creating reports regularly, you’re not making business decisions as wisely as you might. You probably make dozens of decisions every day that affect your business. Every time you make a phone call, respond to an email, or have a conversation with a colleague, it’s likely that you’re moved to take some action.
July 1, 2025 -
Do You Need to Add Users in QuickBooks Online?
QuickBooks Online supports more targeted user roles than it used to. Here’s how it works. Plus, 5 other ways to keep your data safe. If you’re adding employees or assigning at least some of your company’s bookkeeping tasks to another worker, you’re in a good place. It means your business is growing and/or you’ll be
July 1, 2025 -
Tired of Typing? Use Recurring Transactions In QuickBooks Online
QuickBooks Online is good at saving you time and keystrokes. Here’s another way it helps avoid duplicate data entry. Accounting is a repetitive process. As you prepare invoices and receipts and bills, and other sales and purchase forms, you undoubtedly grow weary of typing the same information over and over. Customer and vendor names, addresses,
June 6, 2025 -
7 Steps to Take When You Open QuickBooks
Checking in every few days? Here are seven things you should do when you launch QuickBooks. What do you do when you first log into QuickBooks? Maybe you’re there frequently and you’re just popping in to look something up or fire off a quick invoice. If that’s the case, we’re not suggesting that you take
June 6, 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?