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FinancialWorks provides business solutions for a wide range of companies in different industries. We work with entrepreneurs, start-ups, small-mid size businesses and large companies. Many of our clients need our help because they are growing or they are facing new challenges in a rapidly changing business environment.

FinancialWorks offers the following services to help your business be more successful.

Personal CFO

“In-House” financial staff.

Maintain financial goals and guidelines.

Talk the talk with your CPA/financial team.

Small Business Managment

Outsource Accounts Payable and Receivables.

Maintain all financial books and files.

Deliver financial info to your tax team.

Financial Projections

Prepare budgets and measure against actuals.

Review margins and measure against standards

Team Builder

Coordinate choosing outsourced staff.

Connect team to reach goals.


Our focus at FinancialWorks is business management for the individual or business, specializing in the following areas.

handshake meeting for Business Management Services

Start Up Coaching

Get your business off the ground with a step by step guideline of how and what to do.

Personalized Accounting

We know your business and tax and can set up your books to maximize tax benefits and provide accurate record keeping.

Business Accounting

We maximize tax benefits and provide accurate record keeping while organizing to your business and industry.

Tax Preparation

We work with your CPA or tax preparer or recommend one and provide them all your financials and tax documents - We will audit your tax returns for accuracy.


We have strong relationships will industry leading local and national partners. Our clients don’t have to search for help because we provide direct referrals to top professionals in other services areas.

financial consultant helping client


We work will local and national team partners and will refer you on a need basis.

Tax Professionals

We work with insurance professionals and brokers in the areas of personal, business, and health.

Other Partner Services

Direct referrals in banking, mortgage and investment.




A Cleveland, Ohio native, Karen earned her Bachelor’s Degree from Purdue University in Computer Science with a focus on Information Systems.  While working in the computer/accounting field in Los Angeles, Karen transitioned her talents into working in entertainment where she worked with creative talents at Fox Television Station Productions and became General Manager at Indi music companies Delicious Vinyl and Favored Nations.  After 18 years in the entertainment business, Karen decided to start FinancialWorks in 2007 to help those creative and business entrepreneurs who needed focused accounting support with a team player attitude.

Karen is a registered Tax Preparer with CTEC.

We’re growing so look for new team members soon.


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