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
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email k****@ac4s.com
Direct phone (813) ***-****
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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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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 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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kstepp@ac4s.com
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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
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10 roles · 28 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 services will benefit you. Mobile Phone: 813-675-9144Email: kathy@promptbookkeeping.comwww.promptbookkeeping.com

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• Community Leaders• Military-friendly CEO’S• Celebrities who love supporting Veteran’s causesProject Transition USA, a 501(c)(3) nonprofit organization has been teaching free LinkedIn Job Search Workshops on MacDill Air Force Base and other locations since November 2012 at the request of retired senior military officers who were in dire need of support. We are the first and ONLY 501(c)(3) organization focused on teaching LinkedIn on military bases.In addition to workshops, we provide personal introductions to corporate military hiring managers and military-friendly civilians through our LinkedIn group: www.linkedin.com/groups/Project-Transition-USA-4842096/about. Many workshop attendees and group participants have already been offered top-level positions throughout the U.S., and all of this has been accomplished with little to no operating budget.Project Transition USA’s goal is to expand these workshops to every U.S. military base nationwide as soon as possible. The need is urgent... and the timing is critical. Visit our website to learn what transitioning military troops and community leaders are saying about this project: www.projecttransitionusa.com/testimonials/. Did you know…* Two-thirds of veterans experienced a difficult transition from military to civilian life* 69% of veterans report finding a job as the greatest hurdle in their transition* When asked about the greatest challenges with finding a job, 62% cite the current economic situation, followed by explaining how military skills translate (60%) and competing with candidates who have been in the workforce longer (46%)

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 & Vintage Lamps* Disneyana* And Much, Much More... (we cannot possibly list them all here!)Whether you are looking to complete your collection, searching for that special something that takes you back to your childhood, or a unique gift for the person who has everything, K & M Treasures and Antiques just may have what you are looking for….and you will even find treasures you didn’t know you were looking for! phone: 813-312-4282email: antiqueszephyrhills@gmail.com

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 me the opportunity to serve others. I have experienced first-hand, as many others, the financial burden that can be left behind when a loved one leaves us too soon. And, don’t forget about disability or critical illness which can also cause financial hardship for a family. According to the Council for Disability Awareness: • 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 professionalism I work personally with my clients from planning, to application, to underwriting and claims. Working with several different carriers and dozens of products, there is a wide range of options available to fit most every need and budget.  Mortgage Protection Final Expense Critical Illness Disability Annuities“Death is not the greatest loss in life. The greatest loss is what dies inside us while we live.” ~Norman Cousins

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 and package (award student aid) in CampusVue. Also entered potential students, enrolled new students and created various reports as needed in CampusVue. Responsible for complete and accurate files and paperwork in accordance with school and government regulations.Administrative Assistant to the Executive Director: provided administrative support to staff and faculty. Greet new and potential students and answer phones with a courteous and friendly smile.“Education is the most powerful weapon which you can use to change the world.” ~Nelson Mandela

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 proceedings, Affidavits, Home Affordable Modification Program agreements, Assignments of Mortgage, Satisfactions of Mortgage, Power of Attorney, Certification of Proceeds, Court Pleadings, such as Complaint and Discovery Pleadings, etc.). Reviewed and confirmed the accuracy of documents drafted by outside counsel Researched and resolved issues with loan modification paperwork upon request by both internal and external customers.“The ache for home lives in all of us, the safe place where we can go as we are and not be questioned.” ~Maya Angelou

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. Federal Acquisition Regulations (FAR), Defense Federal Acquisition Regulations (DFARS), etc.] and specific RFP/RFQ requirements. Comprehensive knowledge of the federal government proposal process, from pre-RFP through customer debriefs. Trained team members on the quoting and pricing requirements for submitting requests for quotes. Knowledge of the full life cycle of contract administration and management, including proposal writing, procurement, and subcontractor management; and in depth knowledge of Federal Acquisition Regulations (FAR/DFARS). Solid understanding of fixed price, time & materials/labor hour, and cost type contracts. Evaluated contract and/or subcontract awards and modifications; tracked/maintained contract funding and obligated amounts; and coordinated weekly meetings with contracts, finance and program management to communicate contractual obligations and new or changed requirements.Managed and administered existing contracts by determining compliance through performance monitoring; writing and tracking amendments and revisions to scopes of work and/or specifications; and monitoring and reporting subcontracting activities.Administered issuance of pricing and contract modifications, contract termination and contract closeout; and developed new contracts by preparing scopes of work and/or specifications; writing contracts; and writing terms and conditions.Assisted and developed the company policies, procedures and practices relating to contract administration; and assisted in the creation of database management program for contracts.

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 actions to take for the greatest tax savings and planning future tax savings, as well as forecast estimated future tax obligations. Extensive knowledge of tax laws, use of proprietary software, and the ability to conduct research on complex tax laws.

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 responsible for setting up and maintaining customer account information, setting credit limits, ensured all customer contracts were accurate, notified customers of upcoming renewal dates, and followed-up with contract renewals. Accountable for releasing advertisements for publication by verifying those customers were current with payments. Answered incoming calls from customers, resolved billing issues, research of payments, and processed credit card and electronic payments.

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. • Managed, monitored, and reconciled customer databases of sites and equipment. • Posted monthly journal entries and cash receipts.• Business to business collections.

1999 - 2004 ~5 yrs
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Colleagues at Project Transition USA

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1 education record

Kathleen Stepp education

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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 Ryan Smith, Ana Calderon, Bradley "Scott" Alms Jr, Lisa Cabalo, and Joshua Lopez.

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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