Kathleen Wells has been active in business for over 40 years, starting with basic bookkeeping in the mid-1970s, going on to accounting managers in various industries including manufacturing, medical/health care, non-profit, printing. She also worked in the salaried professional division of Robert Half. Additionally she taught business applications at Three Rivers Community College in Norwich CT with topics including banking services, payroll, taxation, trade and cash discounts, markup and markdown, inventory, simple and compound interest, installment purchasing financial statements and ratios and business statistics. She is currently a member of the QuickBooks ProAdvisor Program.
Today, Kathleen would like to work with your business reviewing transactions, reconciling bank and credit card statements, preparing financials, sales tax returns, and providing your CPA the data necessary for tax preparation and other government filings.
Kathleen will be available and delighted to speak further with you, and to answer any questions you may have. Thank you for your interest in TomKat!
Tom Bracken has been active in business for over 40 years, starting with basic bookkeeping and payroll in the mid-1970s, then serving as a Controller and ultimately Treasurer for a commercial real estate development & management firm in the 1980s. Ultimately, Tom helped take two companies from startup status to acquisition: Preferred Systems, Inc. (a software developer) in 1997 as Controller, and Sopris West (an educational publisher) in 2004 as Executive Director of Operations.
At this point in time, Tom would like to work with your business in any number of capacities: budget development and maintenance, bookkeeping services, business plans, contract analysis, and other functions of a growing, healthy business. While not a CPA, he has worked harmoniously with a number of tax professionals over the years, and always provided an effective flow of the data and backup that is needed for tax, and other, government filings.
Tom will be available and delighted to speak further with you, and to answer any questions you may have. Thank you for your interest in TomKat!