WELCOME TO
RECEIPTS MATTER!
About Me:
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For more than 20 years I have been providing trusted bookkeeping services to meet a wide range of corporate and personal needs. My goal is to handle all of your financial needs so that you can focus on your core priorities — in business and in life.
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To put it simply: I save you time and provide peace of mind. ​I help by making your life easier. If you have difficulty managing your money, you've come to the right place. I am not an accountant, financial advisor, or financial planner, but, I can make sure that your bills are paid on time (no more late or overdraft fees), help organize your documents, and ensure that your financial records are in order and ready for your CPA at tax time.
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​Take the worries off your plate so that you can focus on and truly enjoy what is important to YOU!
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I look forward to working with you.
Karen M. Alexander, President & Founder of Receipts Matter
I am a personal financial concierge and daily money manager. I work directly with my clients to provide financial administration, organization, and peace of mind. I manage mail, bills, payroll, overall financial well-being and help to keep it all timely and organized. I understand that not everyone has a passion for accounting, reconciling their checkbook, or even for paying their own bills timely. And, others who: either simply don't want to, maybe they don’t have the time, or they'd rather put their time into their passions. This is where I come in. I DO enjoy bookkeeping, organizing, and keeping things balanced. I gain great satisfaction in assisting others. Organization, analysis, and planning are strengths of mine. I am sure there are many things you excel at that I couldn’t even begin to attempt, let alone accomplish . . . there is no shame or judgement! I offer you this: if you want to increase your time, your productivity, and as a result, your daily happiness, consider hiring someone to handle the financial tasks that you’d rather not tackle.
They say: "budgeting is planning where you want your money to go instead of wondering where it went". It's true! With almost three-quarters of adults saying money has them feeling stressed . . . let's work through that. Having a clear understanding of your income and expenses is crucial when making sound financial decisions. And, with a plan, you will know how much money you have and where it’s going, so you won’t have to worry about it. (. . . peace of mind).
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I'd love to understand your unique situation and help where you need it most! I look forward to hearing from you,
Karen
TRUSTED SERVICE &
IMPECCABLE RESULTS
Having been a QuickBooks ProAdvisor for almost 15 years, I can help get your small business set-up on the right path. QuickBooks has changed dramatically over the years. Now, with its mobile app it can track your mileage, capture receipts, and help you see exactly where your finances are, at any time. It also allows me to work within your file securely to ensure that you stay on track.
If you're here because you got behind and you need to get caught-up and your books cleaned-up, I can help! If you feel like pulling your hair out, don't! To me, your box of receipts is a puzzle that I'd be happy to organize and help you solve.
Not sure exactly what type of help you need? No problem! There are unlimited options and we can discuss what works best for you. With finances, there is no one size fits all.
NON PROFIT?
NO PROBLEM
Not only do Receipts Matter, continuing education does too! As the Co-Executive Director and named Treasurer for an international non-profit for over 15 years, staying at the top of my game has been a priority. I earned the Certified Association Executive (CAE) designation for more than my financial acumen and have included it here as evidence of my knowledge and experience within the non-profit community.
COMMITTED TO EXCELLENCE
All information is kept strictly confidential. To further protect you and your information, in addition to being licensed and fully insured with Professional Liability and Errors and Omission Insurance, I am a member of and proudly adhere to the codes of ethics set forth by the American Association of Daily Money Managers (AADMM). To become a member, AADMM first requires rigorous financial & criminal background checks. These background checks are then conducted every two years. I am proud to say that integrity is the foundation of my character.
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Again . . . peace of mind.