Professional Bio
Kristen is a Certified Bookkeeper with over 15 years of experience supporting small businesses, nonprofits, and entrepreneurs with their financial management. She specializes in QuickBooks Online and Zoho Books, with expertise in reconciliations, payroll, 1099 filing, and financial reporting. She has worked across a wide range of industries including real estate, retail, professional services, e-commerce, and nonprofit organizations. Kristen is known for her attention to detail, clear communication, and ability to simplify complex financials so leaders can make confident business decisions. Kristen holds a Bachelor’s degree in Accounting and is passionate about helping businesses stay financially organized and growth-ready. Outside of work, she enjoys traveling with her family and making memories at Disney.
Skills & Expertise
Experience
Kristen has over 15 years of bookkeeping experience serving small businesses, nonprofits, and entrepreneurs. Her work includes managing full-cycle bookkeeping, performing detailed account reconciliations, preparing monthly financial statements, and supporting clients through audits. She has successfully handled payroll processing, 1099 filings, sales tax returns, and chart of accounts clean-ups. She has supported clients in diverse industries including real estate, retail, e-commerce, professional services, and nonprofit organizations. Kristen is also experienced in leveraging technology to streamline bookkeeping processes, with extensive use of QuickBooks Online, Zoho Books, and supporting platforms such as A2X, Dext, and Gusto. Her detail-oriented approach, paired with clear communication, allows her to provide financial clarity and reliable reporting to leadership teams and business owners.
Education
Bachelor of Science in Accounting
Certifications
Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers (AIPB) QuickBooks Online Certified ProAdvisor (Advanced) Payroll Certification (specializing in multi-state payroll compliance) Zoho Books Certified Advisor Bachelor’s Degree in Accounting Xero Certified Advisor