About

Kathleen Coval,  CPA, MBA, CGMA

Kathy graduated with a Bachelor of Science Degree in Accounting from Penn State University and a Master in Business Administration, MBA, from Clarion University of Pennsylvania. She has over 25 years of experience providing business consulting, accounting and tax services.

She specializes in breaking down complex tax issues into manageable, easy to understand pieces, then developing and utilizing strategies to save her clients money.  After reviewing her new clients tax returns, has saved several clients upwards of $50,000 by amending three years of their past returns.

Her skill-set includes:

• Strategic Tax Planning and Tax Preparation for Individuals, Partnerships, Small Businesses and Trusts.
• Budgeting and Cash Flow Analysis
• Accounting Services
• Personal Financial Statement preparation
• QuickBooks consulting and training
• Business analysis and succession planning
• Forensic Accounting
• Business Management and CFO services
• Credit Counseling 
• LLC Formation
• IRS Tax Representation and Tax Problem Resolution.
• Affordable Care Act assistance.

Kathy is a Certified QuickBooks ProAdvisor in both desktop & online versions, meaning she can easily develop unique and useful reports to aide in running your business or obtaining financing.  As a Certified QuickBooks ProAdvisor, Kathy can help provide her clients with accurate accounting records so they do not miss any deductions to which they are entitled.  As a bonus to her clients, she provides wholesale pricing on QuickBooks Online Essentials or Plus. 

Kathy has over 25 years experience as a CPA.  Kathy began her public accounting career with six years performing Audits at regional public accounting firms.  This training and experience provided knowledge of necessary internal controls against theft and fraud, knowledge which she strengthens with continuing education. Since becoming a Certified Public Accountant in 1986, Kathy has consistently been involved in the preparation of business and individual taxes and has continually updated her knowledge to ensure her clients get the best results possible. She completes over 60 hours of continuing education credits each year to keep current on the tax and accounting changes, much more than the requirements of the accounting profession and IRS.  

While a tax manager at a national tax firm, Kathy managed office operations, trained and supervised other tax preparers, while also preparing tax returns. Two of those years, she was also the multi-state tax expert for the district.

Twelve years of Kathy's tax and accounting experience was at regional accounting firms, recently as a Partner. Kathy has also maintained her own small CPA practice as a sole proprietor for ten years, which she is now growing into a successful accounting firm.  This experience enables her to relate to the issues that small business owners face each day. Kathy’s goal is to help her clients grow by offering sound, fiscally grounded business and financial advice.  

Kathy is a member of the Pennysylvania and American Institutes of CPAs, PICPA and AICPA.  She is proud to say she is now a Certified Global Management Accountant, CGMA, a certification by the AICPA which recognizes her knowledge, managerial experience and ability to give valuable management advice.  The benefits of being a CGMA include tools, research and relationships that can help her better assist her clients in managing and growing their businesses.  Other sections of the AICPA to which Kathy is a member include:

• Personal Financial Planning Section, PFS, of the AICPA which provides information, tools, and guidance for CPAs who specialize in providing tax, retirement, risk management, estate and investment planning advice.  
• Tax Section of the AICPA which also provides resources to assist her in helping her tax clients. 
• Coval & Associates CPA is a member of the AICPA Private Company Practice Section PCPS of the AICPA which provides additional tools for providing superior client service.

Kathy's Master in Business Administration Degree, MBA, vast years of public accounting experience, and continuing education provide the skills necessary to enable her to stand out from the crowd in providing results for her clients.  Her dedication, service and available resources from being a member of the various sections of the AICPA provide her the valuable tools to help her clients succeed in their businesses and life's goals.  

Kathy is an active member and participant of the Perkiomen Valley and Spring-Ford Chambers of Commerce. She served on the Membership Committee of the Kimberton Chapter of Business Network International, BNI – the world’s largest and most successful networking organization.  She was instrumental in the chapter’s growth and success having served as that chapter’s vice president. She is currently a member of the newly formed Pottstown Chapter of BNI.  Please contact her for information on how BNI can help the success of your business. 

Part of Kathy's service that sets her apart, is her availability to her clients.  She accepts client calls nights and weekends because whatever is important to her client is also important to her.  She wants her clients to call at the time they have questions or need assistance, so issues won't arise or time needlessly wasted worrying.   Better yet, client phone calls up to 10 minutes each day are free.  Whereas, many firms charging for calls in six minute increments whenever a client wants to talk.

So call 610-405-6451 today for an appointment or to find out if working with Kathy is right for you.