Kathleen Stepp
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Kathleen Stepp Email & Phone Number

Certified QuickBooks ProAdvisor~Tax Preparation~Serving small business owners by providing virtual bookkeeping & tax services, empowering clients with the financial knowledge they need to operate and grow their business. at Project Transition USA
Location: Wesley Chapel, Florida, United States 10 work roles 1 school
1 work email found @ac4s.com 3 phones found area 813 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@ac4s.com
Direct phone (813) ***-****
LinkedIn Profile matched
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Current company
Role
Certified QuickBooks ProAdvisor~Tax Preparation~Serving small business owners by providing virtual bookkeeping & tax services, empowering clients with the financial knowledge they need to operate and grow their business.
Location
Wesley Chapel, Florida, United States
Company size

Who is Kathleen Stepp? Overview

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Quick answer

Kathleen Stepp is listed as Certified QuickBooks ProAdvisor~Tax Preparation~Serving small business owners by providing virtual bookkeeping & tax services, empowering clients with the financial knowledge they need to operate and grow their business. at Project Transition USA, a company with 576 employees, based in Wesley Chapel, Florida, United States. AeroLeads shows a work email signal at ac4s.com, phone signal with area code 813, and a matched LinkedIn profile for Kathleen Stepp.

Kathleen Stepp previously worked as Small Business Bookkeeper ~Tax Specialist ~ Certified Online QuickBooks ProAdvisor at Prompt Bookkeeping Llc and Advisory Board Member ♦ Volunteer Coordinator ♦ Connector for Good ♦ Creating Strategic Alliances at Project Transition Usa. Kathleen Stepp holds Business Management from Nova Southeastern University.

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Email format at Project Transition USA

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{first_initial}{last}@ac4s.com
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AeroLeads found 1 current-domain work email signal for Kathleen Stepp. Compare company email patterns before reaching out.

Profile bio

About Kathleen Stepp

Kathleen (Kathy) Stepp is the founder of Blue Palm Tax and Bookkeeping Service, LLC. She provides cloud-based bookkeeping services and income tax preparation for small businesses, freelancers, and real estate investors across the U.S. Working closely with small business owners she helps them to find ways to increase their profits, optimize their cash flow, and lower their taxes.1. Does your bookkeeping take time away from your business? Consume your free time?2. Do you rely on your bank balance or bank statements to figure out where your money is? 3. Does bookkeeping and tax time cause you to question your sanity?4. Are your receipts and paperwork scattered across the galaxy or lost in a black hole?5. Are you ready to take your bookkeeping into the 21st century? If you answered yes to any of these questions, then it may be time to consider outsourcing your bookkeeping. You're in business to make money serving your customers, not to take care of bookkeeping. But making sure your books are in order is vital to see a clear picture of the health of your business. The more time you spend chasing documents, researching, and keeping up with new regulations and correctly categorizing your business transactions equals more money lost. If you are spending three or more hours a week on your bookkeeping… or worse yet, waiting until tax time to get it all done…then it may be time to consider outsourcing your bookkeeping. The cost of outsourcing bookkeeping and tax services will more than pay for itself by providing you more time to focus on your business, earning you more revenue and giving you peace of mind knowing your bookkeeping and tax preparation is being handled by professionals. Finding a company that can handle all this using cloud-based technology can further save you time and your sanity. Serving small business owners, freelancers, and real estate investors across the U.S. So, whether you employ just yourself, up to 20 employees, or use contractors - we can help you! If you are ready to take back all the time you spend on tedious bookkeeping tasks, and your sanity, so you can focus on your business please contact Kathy at 813-675-9144 or email her at kathy@bluepalmbookkeeping.com.

Listed skills include Leadership, Training, Management, Analysis, and 46 others.

Current workplace

Kathleen Stepp's current company

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Project Transition USA
Project Transition Usa
Certified QuickBooks ProAdvisor~Tax Preparation~Serving small business owners by providing virtual bookkeeping & tax services, empowering clients with the financial knowledge they need to operate and grow their business.
saint petersburg, florida, united states
Employees
576
AeroLeads page
10 roles · 27 years

Kathleen Stepp work experience

A career timeline built from the work history available for this profile.

Small Business Bookkeeper ~Tax Specialist ~ Certified Online Quickbooks Proadvisor

Current
Prompt Bookkeeping Llc

Wesley Chapel, Florida, United States

Serving small businesses, freelancers, and real estate investors across the U.S. by providing cloud-based bookkeeping services and income tax preparation. Working closely with small business owners to help them to find ways to increase their profits, optimize their cash flow, and lower their taxes. Call, text, or email for a free consultation to see if our.

Sep 2020 - Present

Advisory Board Member ♦ Volunteer Coordinator ♦ Connector For Good ♦ Creating Strategic Alliances

Current
  • As the Volunteer Coordinator, I'm actively looking to form strategic alliances with leaders in our community and across the country in support of our mission.
  • Transitioning Veterans seeking new careers
  • Philanthropists in support of Military Veterans
  • HR Directors
  • Bloggers/Writers/Journalists who support Veteran’s causes
  • Community Outreach Coordinators
Jul 2013 - Present

Partner Small Business Owner

K & M Treasures And Antiques

Zephyrhills, FL

K & M Treasures and Antiques offers a wide array of quality treasures, collectibles, antiques, and unique items for every taste and budget. We have Treasures For Everyone!... From Antique to Mid-Century to Vintage...* Furniture* Art* Porcelain* Depression Glass* Clocks* Coins/Currency* Costume & Fine Jewelry* Toys, Games & Books* Advertisements* Unique &.

Mar 2016 - Dec 2020

Insurance Specialist ♦ Family & Mortgage Protection ♦ Life Insurance ♦ Final Expense ♦ Annuities

Florida

  • “No one can confidently say that he will still be living tomorrow.” ~Euripides Providing peace of mind to families in the event of a loved one’s premature death or critical illness offers great reward because it allows.
  • Just over 1 in 4 of today’s 20 year-olds will become disabled before they retire.
  • Accidents are not usually the culprit. Back injuries, cancer, heart disease and other illnesses cause the majority of long-term absences.http://www.disabilitycanhappen.org/chances_disability/With integrity and.
Sep 2013 - Dec 2014

Financial Aid Counselor ♦ Federal Student Financial Aid ♦ Administrative Assistant

Tampa/St. Petersburg, Florida Area

As the Financial Aid Counselor assisted students/parents with the completion of the FAFSA (Free Application for Federal Student Aid) and various documents as needed or required to receive federal financial aid. Enter the FAFSA electronically and review the resulting ISIR (Institutional Student Information Report). Assign the appropriate budget to a student.

Jun 2013 - Sep 2013

Contract Management Modifications Coordinator ♦ Contract Compliance ♦ Home Mortgage Loans

West Palm Beach, Florida Area

Analyzed and ensured accuracy of loan modification agreements received from borrowers in a fast-paced, challenging environment.Reviewed and/or executed various documents for court proceedings pertaining to servicing mortgage loans, such as affidavits, modifications, and chain of title (i.e., documents involved in Foreclosure proceedings, Bankruptcy.

Jan 2013 - May 2013

Cost Proposal Writer♦Proposal Writing♦Pricing Analyst♦Contract Administration♦Government Contracting

Tampa/St. Petersburg, Florida Area

Analyzed Request for Proposals (RFPs), providing synopsis of the proposal requirements; worked closely with multiple teams (both internal and external) throughout the proposal process and developed RFPs for subcontractors.Coordinated the development, writing and submission of cost proposals ensuring compliance with government contracting regulations [i.e..

Nov 2006 - Aug 2011

Tax Specialist♦Tax Preparer♦Tax Associate♦Income Tax Returns♦1040♦1040A♦1040Ez♦Schedule C

Tampa/St. Petersburg, Florida Area

I worked in the fast-paced District office, conducting thorough in-person interviews with clients to gain an understanding of their financial situation and reviewed their past and current tax returns. Prepared and process individual federal and state tax returns.Prepared and processed partnership and sole proprietorship tax returns.Advised clients on.

2004 - 2009 ~5 yrs

Billing Resolution Specialist ♦ Advertiser Accounting ♦ Customer Service ♦ Reconciliation

Tampa/St. Petersburg, Florida Area

As a Billing Resolution Specialist, I resolved customer’s billing issues by analyzing and reconciling customer accounts, required advanced analytical skills as well as high level of professionalism, confidentiality and customer diplomacy.As an Advertiser Accounting Representative I provided customer service support to advertisers and the sales team. I was.

Nov 2005 - Nov 2006

Contract Administrator ♦ Contract Specialist ♦ Billing Specialist ♦ Advanced Excel ♦ Cash Receipts

Tampa/St. Petersburg, Florida Area

  • Engaged with the program manages, IS department, and customer to create specialized invoices to meet the customer’s specifications for invoicing.
  • Extensive use of Microsoft Excel, Word, and Outlook.
  • Prompt billing of all maintenance contracts, per-incident invoicing and various ad hoc projects for the third largest customer.
  • Collaborated with diverse team members from several departments to transition the billing functions from the US regional office to the Tampa office.
  • Teamed up with the program managers, IS department, data entry department, and customers to ensure smooth transition of billing components from SIMS system to SAP system.
  • Created and managed the procedure manual for the department.
1999 - 2004 ~5 yrs
Team & coworkers

Colleagues at Project Transition USA

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1 education record

Kathleen Stepp education

FAQ

Frequently asked questions about Kathleen Stepp

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What company does Kathleen Stepp work for?

Kathleen Stepp works for Project Transition USA.

What is Kathleen Stepp's role at Project Transition USA?

Kathleen Stepp is listed as Certified QuickBooks ProAdvisor~Tax Preparation~Serving small business owners by providing virtual bookkeeping & tax services, empowering clients with the financial knowledge they need to operate and grow their business. at Project Transition USA.

What is Kathleen Stepp's email address?

AeroLeads has found 1 work email signal at @ac4s.com for Kathleen Stepp at Project Transition USA.

What is Kathleen Stepp's phone number?

AeroLeads has found 3 phone signal(s) with area code 813 for Kathleen Stepp at Project Transition USA.

Where is Kathleen Stepp based?

Kathleen Stepp is based in Wesley Chapel, Florida, United States while working with Project Transition USA.

What companies has Kathleen Stepp worked for?

Kathleen Stepp has worked for Prompt Bookkeeping Llc, Project Transition Usa, K & M Treasures And Antiques, Symmetry Financial Group, and Southern Technical College.

Who are Kathleen Stepp's colleagues at Project Transition USA?

Kathleen Stepp's colleagues at Project Transition USA include Bradly Mauzy, Sheena Rhead, David Kjeldgaard, Glenn Nielsen, and Brian Severino.

How can I contact Kathleen Stepp?

You can use AeroLeads to view verified contact signals for Kathleen Stepp at Project Transition USA, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Stepp attend?

Kathleen Stepp holds Business Management from Nova Southeastern University.

What skills is Kathleen Stepp known for?

Kathleen Stepp is listed with skills including Leadership, Training, Management, Analysis, Proposal Writing, Customer Service, Government Contracting, and Military.

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