Who we are

Kara–

Kara brings a balanced blend of experience, professionalism, and genuine care to every client she works with. With an Associate’s Degree in Accounting, she has spent the past 10 years in public accounting, developing deep expertise in accounts payable, payroll, reconciliations, and tax preparation.

Her payroll experience spans six years, handling everything from straightforward setups to complex, multi-layered payroll needs. As a QuickBooks ProAdvisor, Kara is passionate about creating clarity and confidence for small business owners, helping them stay organized and supported year-round.

Warm, friendly, and detail-driven, Kara is dedicated to making accounting feel approachable—ensuring every client feels heard, understood, and taken care of.

Lindsay –

Lindsay brings a confident, friendly, and knowledgeable presence to Trio Balance. With a Bachelor’s Degree in Accounting, she has built a strong background across accounting, payroll, and banking — giving her a well-rounded understanding of how numbers tell a company’s story.

She is especially skilled in financial statement preparation and analysis, offering clients clear insights and dependable guidance they can trust. Lindsay’s experience allows her to approach each client with both professionalism and genuine care, ensuring they feel supported and informed every step of the way.

Reliable, approachable, and detail-oriented, Lindsay is committed to helping businesses stay balanced and financially strong.

Contact us

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