Our Team
With a career spanning over two and a half decades, Karen Regan is a seasoned accounting professional. Her practice includes consulting, fractional CFO/Controller services, and tax planning and coordination with her client’s other business professionals. Her deep knowledge, attention to detail, and unparalleled expertise have made her a trusted advisor for clients seeking guidance in navigating their complex financial landscape.
Karen began her career as a staff accountant at O’Brien, Riley & Ryan, P.C. in 1997. Karen ascended to a partner role, dedicating seven years before embarking on a new venture, Clarity Business Consultants, LLC, inaugurated in January 2022. Her extensive career is marked by diverse assignments, including tax engagements, attestations, financial statement reporting, and business valuations, serving closely held businesses and individual clients. Her client-centric approach ensures that she has a deep understanding of each client’s individual financial goals and requirements. She tailors her services accordingly. She understands the unique challenges and opportunities that various industry sectors present and has a proven track record of helping clients optimize their financial strategies for maximum success. From advising and bookkeeping to tax planning and compliance, her services cover a broad spectrum of her clients’ needs.
Holding a Bachelor of Arts in Accounting from Assumption University, Karen is a licensed Certified Public Accountant (CPA) in the Commonwealth of Massachusetts. She also holds the Certified Valuation Analyst (CVA) certification from the National Association of Certified Valuation Analysts. Her professional affiliations include memberships in the AICPA, the Massachusetts Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts, further solidifying her stature in the field.
Karen holds a Bachelor of Science in Accounting and a Masters in Business Administration from Bentley College. She brings over 20 years of diverse experience and started her career focused on financial analysis, budgeting and reporting. Karen has been with Clarity Business Consultants since our inception and our small business clients have come to rely on her to deliver exceptional accounting, bookkeeping and QuickBooks support in all aspects of their day-to-day business.
Gena grew up in Massachusetts attending Beaver Country Day and Bowdoin College. Her professional career began in hospitality and was the owner of restaurants in New York until 2006. She moved back to Boston in 2009 and found that accounting was much more family friendly, allowing her to raise her daughter. Since 2009, she has supported businesses as a bookkeeper and consultant across multiple industries. She was the Controller of the Wellesley Restaurant Group and a Corporate Accountant and Operations Manager at Synergy Investments. Along with accounting, Gena enjoys coaching soccer for Newton Girls Soccer and BAYS.
Brad received his undergraduate degree in Finance from Bryant University and his Masters of Accounting from UMass Boston. He has been a CPA since 2012. He specializes in high-net-worth individual and international taxation.
In his free time, he enjoys boating, bicycling and hiking and spending time with his family and dog.