It’s QUICK and EASY to tell us about your business challenges and issues to get the advice and guidance you need.
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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Are You Backing Up Your QuickBooks File?
It’s critical information. Losing it could shutter your business. We’ve all lost computer files. A Word document here, part of a presentation there – maybe even a spreadsheet. It’s maddening. But we can usually reconstruct our work. Lose a QuickBooks company file, though, and you’re in a world of hurt. There’s no way you could
April 6, 2025 -
7 Best Practices You Should Be Implementing in QuickBooks Online
They’re not enforceable laws, but QuickBooks Online best practices can improve productivity and keep you informed. You’ve heard the phrase before: best practices. Human resources professionals refer to them a lot. But they definitely have a place in any line of work, including—and maybe especially—accounting. Best practices are grounded in results. That is, adhering to
April 6, 2025 -
Smart Finance Strategies to Empower Women Business Owners – a free eBook Offer
How CAN you redefine success and sustainability in your business? We are excited to introduce an impressive free eBook offer that stands out for its quality content and as an opportunity for you to explore new insights and expand your finance strategies to become an empowered woman business owner. This complimentary eBook by Karen Bershad
March 25, 2025 -
Managing Products and Services in QuickBooks Online
Creating item and service records, tracking them, and using them in transactions Customers may be the lifeblood of your business, but they wouldn’t exist without the products and services you sell. It doesn’t matter whether you’re a mineral specimen dealer who does one-off sales, a reseller who sells items you make or buy wholesale in
February 25, 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?