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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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Why Women Should Invest Now
Please join us for this free Lunch N Learn, Why Women Should Invest Now, on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET. There will be time before and after the engaging presentation to network and meet other women. Karen Bershad, The Small Business Advisor, and Karen J. Lee, Karen Lee & Associates,
September 10, 2024 -
How Do You Store Documents in QuickBooks?
Accounting can generate a lot of paper. QuickBooks provides tools that can help you manage digital versions. We’ve been talking about the “paperless office” ever since PCs hit our desks. Yet many workspaces are still cluttered with paper. Even in the digital age, many of us hold onto paper documents related to our QuickBooks records—receipts,
August 26, 2024 -
5 Ways to See Who Owes You in QuickBooks Online
If you micromanage one thing in QuickBooks Online, let it be your accounts receivable. What do you do first when you sign on to QuickBooks Online? The site opens to your Dashboard, which provides a quick overview of your company’s finances. It’s easy enough to branch out from there to take care of business, whether
August 26, 2024 -
7 Best Practices for QuickBooks
Here are seven ways you can make the most of your QuickBooks experience and improve your productivity and accuracy. Every profession has its own set of best practices. These are simply guidelines for how employees should be doing their jobs and what steps management should take to ensure the best outcomes. They’re not set in
August 12, 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?