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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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Automate Transaction Categorization Using QuickBooks Online’s Rules
Let’s face it: categorizing transactions is a drag. QuickBooks Online offers you a better, faster way to do it. If you’re importing transactions into QuickBooks Online from your bank (and we hope you are), you probably roll your eyes when you see a big number in parentheses after For review on your Bank transactions page.
January 23, 2025 -
Does QuickBooks Offer Project Management?
No, but you can track job costs and profitability. Here’s how. QuickBooks does an excellent job of tracking the sale of individual products and services. We’ve previously written about the process of creating item records in the software and having them available in lists when you create transactions. QuickBooks’ reports can then tell you whether
January 23, 2025 -
Are You Sending Automated Reminder Emails in QuickBooks Online?
Automated reminder emails save time and can improve cash flow. Of all the tasks you have to complete to keep your company’s finances going, trying to collect on unpaid invoices is probably one of the most unpleasant. No one likes contacting a customer and requesting that an outstanding bill be settled. But you know that
December 18, 2024 -
Resolve to Get Paid Faster in 2025 Using QuickBooks: Old and New Tips
Of course, you’ll need your customers’ cooperation. Here are some ways to encourage that. One of your most challenging tasks as a business owner is getting your customers to pay their invoices. We’ve suggested ways you can encourage them to settle up in past columns, like: Sending statements, Making your invoices look as professional and
December 18, 2024
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?