Karen is a seasoned CPA that focuses on helping entrepreneurs start, grow, and sell their businesses. She has a passion for teaching business owners how to select the proper entity type, develop management policies, make sound financial decisions, and ultimately increase the value of their company.
If you are forming or growing a company, and need a trusted advisor to help you get to the next level we are certain you’ll like working with Karen. She has been doing this since 1987!
Some of the services she provides include; creating a business plan, budget, forecast, financial policies and procedures, training for your accounting department, advice on investing in real estate with your self-directed IRA, put together a solid plan to exit your business and temp CFO work.
She is the author of several books and often speaks at industry specific trade shows across the country on finance and accounting topics.
Education: Bachelor’s Degree in Science, Business Administration, Finance from California State University/ SF State.
Professional Designation: CPA, licensed in Idaho
Professional and Community Activities: Volunteer Workshop Presenter for SCORE Business Essentials Workshops
Silicon Valley Roots: Karen moved from the Silicon Valley in 2003 to Eagle, Idaho to enjoy a slower pace and the great outdoors.