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Karen Mosteller, CPA, CHBC

Partner

Practice Leader l Advisory Services

Karen’s purpose is simple: to put clients at the center of everything she does.

She partners with business owners, entrepreneurs, and high-net-worth individuals to help them grow stronger, operate with greater efficiency, and plan confidently for the future. For Karen, success is measured not just in numbers, but in the impact she helps create for her clients, their families, and their teams.

Since joining MarkhamNorton in 1986, Karen has dedicated her entire career to helping businesses in Southwest Florida thrive. She became a partner in 2000, building on a foundation that began even earlier during her high school years as an administrative assistant. Nearly four decades later, her commitment to clients, colleagues, and community continues to shape the firm’s culture of teamwork and forward-thinking service.

As Practice Leader for the firm's Advisory Services practice, Karen’s vast expertise spans tax, accounting, financial reporting, and advisory services. She is particularly sought after by owners of closely held businesses, high-net-worth individuals, and entrepreneurs who value her ability to serve as a trusted sounding board and advisor on the operational and financial challenges they face.

 

She works alongside clients to visualize and achieve a clear path forward—whether through strategic planning, financial forecasting, process improvement, outsourcing, or staffing analysis.

Through her leadership, Karen not only helps clients strengthen their businesses today but also prepares them to succeed well into the future.

Karen's Photo.heic

Family camping trip where we had 15 family members, 4 campers all at a lake on a boat for a week.

If you were not in Accounting, what profession would you most enjoy being in? Why?

Being a boat captain on a northern lake where you can swim and ski all day.

What was one of your first jobs? How did it impact you?

Working for L. Gail Markham while in high school as I always wanted to be a partner of this firm.  I have never left.

What things do you enjoy doing outside the office?

Being on the water, camping and spending time with family.

Industry Specialties

  • Medical & Healthcare

  • Dental

  • Construction

  • Non-Profits

  • Professional Services

Service Specialties

  • Strategic Business Advisory

  • Financial Management & Planning

  • Succession Planning

  • Virtual CFO

  • Risk Management

Education

  • B.S. - Accounting, Univ. of South Florida

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)

  • Florida Institute of Certified Public
    Accountants (FICPA)

  • National Society of Certified Healthcare Business Consultants (NSCHBC), Current Member, New Membership Committee

  • PrimeGlobal - Association of Advisory and Accounting Firms,
    North American Regional Advisory Council Member

Community Involvement

  • Lee County Medical Society (LCMS), Past Board Treasurer & Finance Committee Member

  • Collier County Medical Society (CCMS), Foundation Board Member

  • Board of Moorings Park and Collier County Medical Society Foundation

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