About the Owner

Hi, I'm Karen. I started out with double majors in accounting and finance. My first career was working on Wall Street analyzing companies and communicating findings—first for a large asset manager and then for a large regional brokerage firm. It was during this time that I earned my Chartered Financial Analyst (CFA) designation. (The CFA is a top-tier credential for investment management, comparable in prestige to the Certified Public Accountant with both requiring rigorous exams and being globally recognized.) I continued my career in the investor relations field where I consulted with CFOs and CEOs of publicly traded companies on their investor relations strategies.

After Wall Street and after the birth of my second child in 2006, I wanted to start a bookkeeping business (evidenced by an old family Christmas letter recently found), but instead took a different path. For the next 15 years or so, besides traveling with my husband and two kids, I followed one of my other interests in holistic health and became a small business owner and practitioner of a wellness practice, which is now closed.

I'm thrilled to have come full circle back to the financial sector. I am excited to offer my bookkeeping services to small business owners at a time when the technology has evolved—making the value proposition of a skilled, modern & trustworthy bookkeeping professional higher than ever before.