How I can help you

Assisting current and future business owners to understand and develop a business plan that will provide guidance and structure. My financial background brings practical experience to analyzing cash flow, balance sheet as well as profit and loss statements, while reviewing the inherent risks of your business venture.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


Certified Public Accountant, Certified Financial Planner, Bachelors of Business Administration in Accounting from Baruch College, New York City



Karen Casey

Communication Methods

  • In Person