What you find here is the Prospective Client Questionnaire. Once you have finished filling it out please email it karen.ksbinc@gmail.com.

 

Sierra Spine Institute

I have been working with KB Services for several years now, and could not be happier. Always responsive, incredibly accurate, willing to invest in our business and looks for opportunities for improvement in both processes and bottom line. Very highly regarded in the community, as evidenced by our recent need to expand our professional services. Karen was able to connect us with excellent referrals, all of whom both love working with KB Services and have performed very well for our business. If you need a top notch professional bookkeeping service, look no further than KB (but please don’t take them away from us!).

Dr. Tyler G. Smith – Owner and Spine Surgeon

Smack Pie Pizza

“I started working with Karen about a year ago.  I had received a referral from a fellow small business owner and contacted her instantly. I have a small pizza restaurant that I have owned and managed for the last (almost) eight years in Lodi, CA.  It wasn’t until COVID hit in early 2019 and we shut down for 6 weeks, that I finally decided to get a better hold on my knowledge and understanding of our finances, learning Quickbooks accounting system. I worked with a Quickbooks accountant for nearly 8 months, attempting to balance my books for the previous and current year. Once my time ended with this support, I was left alone to conquer regular financial items, some that I had sufficient knowledge of and others I was still treading water with.  In the course of this process, my business partner (who is also my mom) and I decided we would attempt to sell the business as she wanted to focus her sights on potential retirement. Although I had ambition to keep the business, I was worried that I would not be able to manage it alone, especially with the new systems in place that took time and energy to keep up financial records and complete books.  This is where Karen came in, not only did she help me troubleshoot when I was stuck but she taught me to work through the challenges so I could learn long-lasting techniques to keep my business running smooth.  If I was unable to get to something, she would happily work on it independently and take care of what I needed.  Since working working with Karen, I am happy to report that I have decided to keep the business with confidence that with these new systems in place, I can manage it independently.  I have also learned how to process my own payroll in Quickbooks and have been able to confidently move forward. I am grateful to her and for her support as this would not have been possible without her help! For anyone who is looking for extra support and guidance with their accounting systems in place, I would highly recommend working with Karen. She will take the time needed to help you and your business move forward successfully”

Krysta Snell – Owner

Nurses Network

“Karen Beaton has been a huge help to our Agency.  She came into a situation where our QB database had been seriously compromised, and not only corrected that problem, but did so with a time-sensitive deadline too.  Additionally, Karen has provided me with the guidance necessary to organize our multi-faceted business, get our classes in order, made suggestions for the day-to-day entries into QB, and provided savvy advice on big-picture items and what it will take to be able to see departmental as well as company-wide trends in our finances.  Karen has done such a wonderful job helping us get things organized, that we’re using her on an ongoing basis.  Karen is prompt, dependable, kind and savvy! I highly recommend her services to any business.”

Amy L. Hunn, CEO 

State Coalition of Probation Organizations

“Karen Beaton has been the book keeper for the State Coalition of Probation Organizations for many years. Karen’s expertise and prompt attention to matters pertaining to billing, accounting, and budgetary items is top notch. She is professional, timely, and gets the job done at a moment’s notice. Karen continues to provide excellent service to her clients and ensures confidentiality, professionalism, and integrity in all that she does.,

Jordan Richards– President