Karen’s specialty and practice focus is on data mining, forecasting, and system implementation. Karen has been involved in computer auditing for decades. She utilized computer audit software in the mainframe environment in the 1970s and 1980s. She has migrated that understanding of computer data bases to the PC platform and has analyzed and extracted data from SQL databases, Microsoft Dynamics GreatPlains, QuickBooks and several proprietary applications.
One of Karen’s strengths is the ability to absorb mountains of complex data and glean useful information from the data and then present that information in a manner that can be absorbed quickly by the business owner. This reduces the time the owner needs tospend pouring over the data, freeing him or her to focus their energy onstrategies, sales and implementation.
Sometimes the data cannot be used because it is unreliable or incomplete. Karen’s experience in bridging Accounting with Systems enables her to construct workable solutions to improve data capture, data collection and reporting. Solutions have ranged from modifications of the accounting system set-up to complete redesigns in which anew company is built and then historic data is brought into the new company yielding more complete information. In other situations, the proprietary system (managing customer data) needs to be integrated into the accounting system to yield more meaningful information.
Karen helps companies design the interface and then streamline the process to reduce manual effort in bring the data into the accounting system.
Karen is an Advanced Certified QuickBooks ProAdvisor and a CPA (inactive) licensed in California. She was with B2B CFO® almost ten years and KPMG (and predecessor firms) for over twenty years. She also spent seven years as the CFO of a law firm focused on high tech start-ups in Silicon Valley.
Karen grew up in California and graduated from the University of California, Berkeley, with a Bachelor of Science degree in Business Administration. She was transferred to Houston in 1982 and was transferred back to the Bay Area (California) in 1993. After helping merge the law firm in 2003, she happily returned to Houston.
Now, instead of relocating to where clients are, Karen prefers to work remotely without of town/state clients by making efficient use of technology. On any given day, Karen works with several clients by meeting with them or troubleshooting via video conference and screen sharing, or by connecting through remote access to clients’ computer systems.
Outside of work, Karen is on the Board of the Greater Houston Women’s Chamber of Commerce. Past Board service includes the Executive ServiceCorps of Houston and the Katy Family YMCA. She is an active member of Parkway Fellowship Church.