Karen B. Simmons, CPA

Karen B. Simmons brings more than 20 years of diverse training in financial services. With expertise in the areas of financial accounting and reporting, tax planning and preparation, and grants and contracts management she brings a vast amount of experience to her role as a Certified Public Accountant.

From the day she entered the accounting profession, she has been working with hundreds of individuals, small to medium-sized businesses, large corporations, not-for-profit organizations, and Federal, state and local governments. Her sole purpose is to provide clients with highly individualized service and expert advice.

Education, Professional Memberships & CPA Licenses

Karen is a member of  the American Institute of Certified Public Accountants, the Georgia  Society of Certified Public Accountants and the National Association of Black Accountants. She is licensed as a Certified Public Accountant in the state of Georgia. She earned two Bachelor's degrees, one in Business Administration and another in Accounting from Troy State University.  She also holds a Master’s Degree in Public Administration with an emphasis in Public Management from Troy State University.

Client Focus

Karen is dedicated to helping clients achieve business success. The firm is focused on serving both entrepreneurs and small to medium sized businesses. While targeting career industries such as logistics, trucking, medical/dental, Homeowner Association management and entertainment/arts, and other niches, we are committed to delivering accounting services that meet each client’s unique objectives.

Professional Profile

Karen has gained extensive accounting experience through positions such as controller, director of financial services, and managing procurement and strategic planning departments for various companies, municipalities and CPA firms.

For small to medium-sized businesses, Karen has expertise in providing comprehensive accounting services, including individual, corporate, partnership, and nonprofit income tax returns and audits, compilations, and payroll services.

In addition, Karen has expertise in consulting and supporting computerized accounting systems.

Mission

Reservoir Investments is committed to providing a complete range of professional accounting, bookkeeping and tax services that fit the needs of each individual client. Simply put, we act as an outsourced accounting department for our clients. Think about what an internal accounting department handles: bookkeeping, bill pay, processing payroll and reports, managing cash flow and preparing financial statements. We perform the work on a weekly, bi-weekly or monthly basis, whatever suits the client’s needs.

Ultimately, our clients benefit by: