Kelly’s mission as a full service accounting and tax consultant is to comprehensively integrate many of the services that a small business needs to be successful. She takes pride in being able to save her clients time and money by meeting their business needs. She provides individual attention to each client and builds relationships while working side by side to achieve her client’s financial goals.
A graduate from Saint John’s University with a Bachelor’s degree in Accounting and a Master’s degree in Taxation, Kelly is a Certified Public Accountant and a Chartered Global Management Accountant with over 25 years of experience. She has broad experience in financial and SEC reporting, general accounting, tax compliance, planning, and resolution She is a member of the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. Kelly is also an Intuit Certified QuickBooks Advisor.
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