- Bachelor of business administration in accounting and finance from
University of Wisconsin—Green Bay
Karen has experience serving health care providers throughout Wisconsin and Upper Michigan in a broad range of areas, including tax planning and preparation, day-to-day accounting, payroll, physician reimbursement analysis, and taxation of S corporation and partnership ownership transactions. In addition, Karen has attestation experience involving financial statement preparation and is on the support team for QuickBooks and QuickBooks online accounting products.. Prior to joining the firm, she worked in banking, after returning to school to pursue her accounting degree. She has served health care organizations throughout Wisconsin and Upper Michigan in a broad range of areas, providing tax planning and preparation and day-to-day accounting services. Karen also provides support to clients on QuickBooks and
Thomson Reuters Accounting CS (formerly Creative Bookkeeping Solutions) software.
- Individual and corporate tax
- Tax planning
- Accounting for health care professionals
- Software support (Thomson Reuters Accounting CS and QuickBooks)