Kaylee Berkheiser
Lead Accountant
As a Lead Accountant at HAS, Kaylee supports the accounting team, conducts end-of-month financial reviews, and meets directly with clients to clarify questions and optimize financial procedures.
Kaylee Berkheiser brings a wealth of experience and a collaborative spirit to her role. With a background in franchise accounting, public accounting, and small business bookkeeping, she’s well-versed in navigating complex financials across a variety of industries.
Kaylee earned her undergraduate degree in Accounting from Shippensburg University in 2016 and went on to complete her MBA at Kutztown University in 2018—all while working full-time. Her professional path includes several years at a CPA firm, where she handled reviews, compilations, and tax returns, and served as a QuickBooks liaison across departments. Eventually, she transitioned to full-time bookkeeping, managing multiple clients and deepening her expertise in day-to-day financial operations.
She thrives on problem-solving, especially when it comes to untangling tricky bookkeeping issues and implementing smarter, more efficient practices. “I enjoy digging into past or current issues or ‘messes’ in the books and helping clients resolve them while coming up with better practices to follow moving forward,” she says.
Outside of work, she channels her energy into running her own pet services business, coaching women’s soccer at Penn State (Schuylkill Campus), and enjoying the outdoors through fishing, kayaking, or boating.