by Karen Bershad | Apr 11, 2026 | BLOG
If you want to sell your business someday, but you also know it still depends heavily on you, you are not behind. You are in a very common place. I talk with owners all the time who know they do not want to be the one holding every part of the business together...
by Karen Bershad | Feb 20, 2026 | BLOG
Your business is growing. New clients, new employees, bigger contracts. Revenue has crossed the million-dollar mark and that feels good. But somewhere along the way, the financial side of the business stopped feeling simple. Cash feels tight even though sales are...
by Karen Bershad | Oct 22, 2025 | Case Studies
Hereโs a recap of a financial incident involving my client in a specialized real estate service. This underscores the critical importance of regular financial reviews and having special services from the bank turned on. Upon learning that a main business account had...
by Karen Bershad | Oct 22, 2025 | Case Studies
The Challenge A small three-person law firm in the suburbs of a major city was struggling with one of the most sensitive areas of their practice, managing client trust and IOLTA accounts. The firmโs owner, a real estate closing attorney, was overwhelmed and stressed....
by Karen Bershad | Oct 22, 2025 | Case Studies
Client Background A first-time business buyer came to us during the purchase of a company. She was handling the entire process on her own, without a CPA, relying on a broker who represented the seller, and working with an attorney who had some business purchase...
