by Karen Bershad | May 29, 2026 | BLOG
If your books are behind, you are not alone. For many business owners, bookkeeping falls behind for very normal reasons. You get busy serving clients, managing people, handling operations, and trying to keep growth moving. Sometimes the issue is time. Sometimes a...
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....
