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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:
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.
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'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.