Karen Mosteller, CPA, CHBC - Partner

Karen is a graduate of the University of South Florida, Fort Myers, with a Bachelor of Science degree in Accounting.  She is a Certified Public Accountant, and a Certified Healthcare Business Consultant.  Karen is responsible for the Bookkeeping, Business Consulting and Technology Teams.

Raelynne Fox, Bookkeeper

Raelynne assists clients with their bookkeeping and basic accounting tasks.  She reconciles bank and subsidiary accounts and traces discrepancies, records daily transactions to subsidiary journals and posts to general ledger, prepares payroll and payroll tax returns, 1099’s, and sales and other local taxes returns.  Raelynne also records property and equipment and calculates depreciation and amortization, prepares deposits, and pays invoices for clients.  She prepares other schedules, account analyses, and worksheets as required.  Raelynne often does the bookkeeping for clients at their locations.  She also helps train them on their software.

Sonya Gillmore, Bookkeeper

Sonya assists clients with their bookkeeping and basic accounting tasks.  She reconciles bank and subsidiary accounts and traces discrepancies, records daily transactions to subsidiary journals and posts to general ledger, prepares payroll and payroll tax returns, 1099’s, and sales and other local taxes returns.  Sonya also records property and equipment and calculates depreciation and amortization, prepares deposits, and pays invoices for clients.  She prepares other schedules, account analyses, and worksheets as required.

Judy Ham, Bookkeeper

Judy assists clients with their bookkeeping and basic accounting tasks.  She reconciles bank and subsidiary accounts and traces discrepancies, records daily transactions to subsidiary journals and posts to general ledger, prepares payroll and payroll tax returns, 1099’s, and sales and other local taxes returns.  Judy also records property and equipment and calculates depreciation and amortization, prepares deposits, and pays invoices for clients.  She prepares other schedules, account analyses, and worksheets as required.

Marsha Michaud, Executive Assistant to Karen Mosteller

Marsha performs all administrative duties for Karen Mosteller as well as the bookkeeping, consulting and technology departments.  She orders year-end bookkeeping and payroll forms and works on special bookkeeping projects for clients, as needed.  Marsha is also responsible for accounts payable for the Firm.