• Quickbooks Expert since 1997, all versions including Online.


• Can provide as much or as little help as you need.


• Setup and / or maintenance of business datafile.


• Compliance: Payroll Taxes, Sales Tax, tracking, reporting and remitting. Quarterly and year-end reporting forms 941, 940, W-2, 1099 etc.


• Workflow streamlining with bank downloads, memorized transactions and other automations to save you time. Customizing of Reports and Forms.


• All aspects of Payroll and Personnel Administration.


• Bank statement reconciliations, data cleanup (finding and correcting errors or inconsistencies).


• Can work remotely in many cases.


• Other business services and projects, e.g., can create Excel Worksheets with advanced functions for calculating various things that you regularly need.


• Year-End preparation of your data to send to your CPA for federal income tax filings and Franchise Tax. (Those are the only filings Karen does not do).


• Also offering personal financial services. For example, can help your elderly family member keep their bills paid, bank transactions recorded and

reconciled, papers filed, and provide reports for transparency and accountability. (Would use Quicken or similar program for this). Peace of mind for

the family without the hassle of keeping up with it yourself.

 

Get Your Ducks in a Row

 

Karen has an ASB degree in Accounting. She has provided services in the Dallas area since 1997 and has now relocated to rural Hunt County. Letting go of

some of the long-commute jobs to focus on more local (Hunt County area) clients.

Experienced in most industries: Service Providers, Professionals, Manufacturing, Retail, Online Sellers, Property Management, Capital Holdings,

Wholesale Suppliers.

 

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