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Welcome to Kathleen Suite, Incorporated Kathleen Suite, Incorporated is a comprehensive accounting firm, specializing in bookkeeping, accounting, outsource and virtual CFO services. Quickbooks™ Software experts offer problem resolution and Quickbooks™ Software training to assist small businesses in managing their growth. Our customized programs are designed to compliment the management team responsible for the successful development, growth and management of the small business. Our goal is to provide an unprecedented level of professional service and expertise. 949-786-4659 "A strong understanding of the entrepreneurial spirit was a natural evolution for me having grown up in an entrepreneurial household. This understanding combined with years of experience resulted in the forming of Kathleen Suite Inc. an Out-Source Controller to small businesses at affordable prices." Kathleen J. Suite

Products & Services At Kathleen Suite, Incorporated, we provide assistance in the following areas: Contact Kathleen Suite for more information on any of these services 949 786 4659


ACCOUNTING • • • •

Accounts Payable Accounts Receivable Bank Reconciliations Quickbooks© Support

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Financial Statements Quickbooks© Training Tax Returns Staff Training

QUICKBOOKS© TRAINING AND SUPPORT • • • •

Quickbooks Support Corporate Group Training Business Ownsers Workshop Troubleshooting Quickbooks® File Issues

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As of Jan 1, 2010...Intuit© no longer support younger versions. We provide ongoing support for Quickbooks©

2000 thru the current year.

BUSINESS MANAGEMENT • • • •

Business Development Budget Planning Cash Flow Management Human Resources

Advanced Tax Planning Advertising & Marketing Business Law Business Insurance

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Project Managem Projections Management Meetings Management Reporting

STRATEGIC PROFESSIONAL ALLIANCES • • • •

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Computer Technol Health Insurance Personal Investme Tax Law

Through professional relationships with Attorneys, MultiDisciplined Financial Services Specialists, and others, Kathleen



Bookkeeping