Teresa M. Karlson

“Accurate data helps fuel our clients’ success – and that’s what drives us every day.”

Teresa M. Karlson leads the Ledgers team and ensures each and every client receives timely, accurate data where, when and how they want it. Her 20 years of accounting experience includes knowledge of real estate, wholesale distribution, banking, entertainment, service companies, and non-profit industries. A Xero-Certified Advisor and Quickbooks specialist, Teresa handles setup, training and troubleshooting as well as full payroll, accounts receivable, accounts payable, financial statements and other day-to-day financial support. Teresa is on the board of directors of the Soroptimist International of San Ramon Valley; and treasurer for the Rolling Hills chapter of the National Charity League. Multi-talented, Teresa is also is fluent in reading, speaking and writing Spanish – and cooking up a mean paella.