With more than three decades of experience in public accounting, Kelly brings a broad range of expertise in accounting, tax, management advisory, and consulting services. She devotes much of her time to tax and accounting services, working with closely held businesses and their owners, primarily across small to midsize multi-state operations. Kelly’s specialties include tax compliance and planning, management and business consulting, accounting assistance, mergers & acquisitions support, and succession planning.
Kelly has a strong background in information systems, with proficiency in QuickBooks and Peachtree, and working knowledge of Ajera, VantagePoint, Vision, Business Works, Sage, Quicken, and Bill.com. She takes pride in building trusted partnerships with her clients, focusing on delivering innovative solutions tailored to their needs rather than simply providing tax compliance.




