Growing your business can be a struggle. You already have so many different aspects of your business to focus on and it can be a challenge to make sure you are doing everything correctly on the financial side of your business. That is why we decided to specialize in helping companies take their business to the next level. Our mission is to help you focus on running your business with the peace of mind that your accounting and advisory services are being handled by a company that understands your needs.
Summary of Experience: Kari brings her extensive expertise to her work as an independent financial professional, offering a blend of bookkeeping and CFO-level services. She partners with her clients to provide strategic financial insights and streamlined operations to ensure her clients are equipped to thrive.
Over time, Kari’s skill set evolved to encompass advanced financial oversight. In addition to traditional bookkeeping and office management, she collaborates closely with CPAs to refine financial reporting, managed cash flow strategies, created budgets, and implemented systems that optimized financial processes. From a young age, Kari developed a passion for organization and numbers, leading her to a career in bookkeeping and accounting that has spanned decades.
At Sonoma County’s largest vineyard management company, Kari expanded her scope by managing client budgets, overseeing detailed clerical operations, and maintaining an impressive 98% accuracy while entering daily time records for up to 800 employees. In her role as bookkeeper and office manager, she took on high-level responsibilities such as maintaining SOPs, guiding financial planning, and providing leadership to office personnel.
In her role as bookkeeper and office manager, she took on high-level responsibilities such as maintaining SOPs, guiding financial planning, and providing leadership to office personnel. Whether developing budgets, overseeing cash flow, or implementing long-term financial strategies, Kari empowers her clients to make informed decisions with confidence and clarity.
Her work is driven by a passion for precision, an eye for detail, and a commitment to helping businesses achieve their financial goals.
Services: Bookkeeping & Accounting, QuickBooks Consulting
Specialties: Accounting and Processes Management for small to medium sized firms
Specializing In Bookkeeping & Accounting Services