Who We Are:

Karen was a Top 10 QuickBooks ProAdvisor in 2018, and has held a spot in the Top 100 QuickBooks ProAdvisors for the last 6 years. In her over 30 years of bookkeeping and accounting experience in the construction and home-building industries, 20 of those years have been working intimately with QuickBooks and getting to know all the ins and outs. She holds advanced certifications in QuickBooks Desktop and QuickBooks Online products and also is a member of the Intuit Trainer-Writer network where she has crafted presentations for conferences.

When she’s not working with clients or at a QuickBooks conference, you can find her baking delicious homemade bread, planting vegetables in her garden, and running around with her 4 grandchildren.

Casey is a Certified QuickBooks ProAdvisor with certifications in QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online and T-Sheets. She has a passion for working helping businesses discover efficiencies in processes. She loves the “aha moments” clients get when they realize big time savers. In her role prior to joining The Solutionary Collective, she supported customers for a route accounting software company in the beverage distribution industry.

She is a graduate of Virginia Tech where she met her husband, with whom they share 2 children (Karen’s grandkids). When she’s not with clients or creating webinars or courses, she’s hiking or skiing with her family in either California or Colorado.

Our Intuit Certifications:

QuickBooks Enterprise Certified
QuickBooks Certified Advanced Desktop
QuickBooks Advanced Online Certified
Certified QuickBooks Point of Sale
TSheets Pro Certified

Our Locations:

We have offices in South Burlington, Vermont; Fort Collins, Colorado; and El Dorado Hills, California, but are able to assist anyone remotely, no matter where you’re located!