Stacy Katz

Contact Information:

Web:
Email:
Phone: 215-357-2250

Meet Stacy

When it comes to bookkeeping, Stacy knows how to bring on the sunshine. You can tell just by talking to her how much she enjoys working with our clients, learning how they operate, and like a bright ray of light, focusing on how to best serve their bookkeeping needs. Stacy is an educator at heart who enjoys learning new things and sharing her knowledge. When client bookkeeping questions arise, whether it’s about an open invoice or cash receipt, Stacy is always able to provide concise answers that anyone can understand. For over 21 years Stacy has been helping clients at Zinman & Company maintain their bookkeeping while thinking beyond the numbers to devise new ways to help.

Profile

Education: University of Miami, Special Education
Family Life: Married with children
Favorite Teams: Philadelphia Phillies, Eagles
Favorite Music: Bruce Springsteen
Other Interests: Family, Beaches, Technology

Professional Competencies

  • QuickBooks Expert Operator
  • QuickBooks Trainer
  • Journal Entries Thru Trial Balance
  • Chart of Accounts Implementation
  • QuickBooks Customer & Vendor Setups
  • Invoicing, Collection
  • Accounts Payable, Accounts Receivable
  • Adjusting and Recurring Journal Entries
  • Bank and Payment Processor Reconciliations
  • Customized Reporting
  • Vendor coding check writing and on line bill pay

Industry Expertise

  • Automotive
  • Construction
  • Commercial Real Estate & Rental
  • Leisure, Hospitality & Restaurant Service
  • Event Promotion & Tickets
  • Medical & Dental Practices
  • Healthcare Facilities
  • Day & Summer Camps
  • Financial & Mortgage Services
  • Small Businesses: Florists, Dog Groomers, Auto Title & Tag, Printers and others

Community & Volunteer Work

  • Juvenile Diabetes Research Foundation