Hi, I am Karen.
Trusted Accounting Services for Colorado Businesses.
Welcome to Karen Stoien LLC, your trusted partner for accounting and business services. My professional journey has evolved organically, sparked by the necessity to navigate complex financial scenarios when the company I worked for underwent asset sales to various investors, ultimately leading to its closure. In my role as the accountant, I not only transitioned the books to new software but also collaborated closely with investors to successfully close out the books, gaining insights beyond conventional accounting practices.
Driven by the valuable experience gained, I found myself drawn into challenging situations involving acquisitions, mergers, IPOs, and the dynamic world of start-ups. My expertise encompasses a wide spectrum, from assisting companies in due diligence and transitioning accounting systems to managing the entire financial spectrum, from being the sole staff member to overseeing a team of 5 to 10 employees.
I’ve navigated the intricacies of both sides of the staffing spectrum—working with over 20 staff during transitions and being among the last few staff members as companies transition to new ownership. Enriched with experience in these multifaceted areas, I seamlessly transitioned to working independently, establishing Karen Stoien LLC.
My approach goes beyond mere number crunching; by actively engaging with my clients, forging strong relationships based on transparency and clear communication. I understand the importance of reliability in financial matters, and my consistent track record of accuracy, timeliness, and ethical practices speaks to my unwavering commitment to my clients’ success.
Beyond the world of finance, I am passionate about life’s simple joys. You’ll find me enjoying yoga, meditation, exploring the pages of a good book, hiking, and embarking on new travel adventures. Spending quality time with family and friends is a priority, and I believe in the significance of mindful breaks throughout the day to relieve tension and foster mental clarity. Join me on this journey of financial expertise and a balanced, mindful approach to life.
Accounting Services.
COMPREHENSIVE OFFERINGS
Welcome to my comprehensive accounting services that cater to the diverse financial needs of businesses and organizations. I specialize in monthly preparation of financial statements, ensuring accuracy and transparency in your financial records.
I go beyond traditional services by:
- Offering forecasting and budget preparation, equipping you with the tools for strategic financial planning.
- As interim CFOs or controllers, I provide essential accounting assistance to non-profits, service organizations, and more.
- Start-ups benefit from my fractional CFO services, guiding them through the complexities of financial management.
- I excel in setting up new systems and procedures for accounting, accounting software, general ledger, and other vital components, establishing a robust framework for financial integrity.
My expertise extends to tracking grants, federal programs, and industry-specific reporting, such as bonds, Medicaid/Medicare, and Department of Elementary and Secondary Education (DESE). Trust that all reports balance back to the general ledger, ensuring compliance and precision in every financial aspect.
Operations
SYSTEMS, CONTROLS, PROCEDURES DRIVEN.
My services are designed to streamline your organizational processes and enhance efficiency. My expertise extends to:
- Crafting Board of Directors policies for Board approval, then on to legal approval, ensuring compliance and alignment with your organization’s goals.
- In the realm of technology, I excel in working with technology team project coordinators and facilitating seamless infrastructure setup with diligent follow-up.
- I mitigate risks with our comprehensive approach to insurance, covering general liability, property, workers’ comp, commercial crime, excess coverage, and more.
Acting as a liaison between departments or vendors, I specialize in implementing new software or systems, fostering smooth transitions and optimal functionality. With a proven track record, I can provide oversight between the Board of Directors and management, ensuring effective communication and collaboration.
Additionally, count on me to prepare Request for Proposals (RFP) for various services and technology, guiding you through the RFP process and facilitating the selection of the most suitable solutions for your organization.
Other Services
I offer more.
Dedicated to empowering organizations through efficient and strategic management. I can also assist with:
- Assisting HR departments in setting up payroll or other systems and procedures that encompass benefits administration, employee handbooks, fingerprinting processes, policy implementation, and other essential processes.
- In the realm of technology, I excel in the implementation of various Payroll systems, leveraging cutting-edge solutions to streamline processes and enhance overall efficiency.
- My commitment extends to providing support in obtaining industry-specific employee retirement and benefit services.
At every step, my goal is to assist in empower your HR department with the tools and expertise needed to create a positive and compliant work environment. Whether it’s establishing foundational policies or embracing innovative HR technologies, I am dedicated to supporting the growth and success of your organization.
Clients.
MAKE A DIFFERENCE.
Confluence Academy
EdisonLearning
SIM
Beauvais Manor
CCM Ventures LLC
Fig
Edgewood Children’s Center
Midwest Machinery
American Technology
Orth Construction.
Premcor Refining Group Inc.
Unity Health Services
Saint Louis Symphony Orchestra
Cortrol Process Systems, Inc.
Panera Bread, Inc. (St. Louis Bread Company)
UHYAdvisors
Gardner Capital, Inc.
National Design Build Services
SOH Dental
Fred Weber Inc.
Kifcure LLC
ScholarPath
Various small businesses – Maintain general ledger systems, create financial statements, set up, update or transition accounting systems for companies, clean-up accounting records and other accounting needs as they arise.
Contact.
LET’S TALK.
I appreciate the chance to earn your business. With over two decades of experience, I am confident in providing reliable accounting services. Kindly complete the form below, and I commit to responding within 24 hours. I look forward to the prospect of working with you.
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