More Than a CPA — An Advisor, Strategist, and Conversation Starter.

I help you feel empowered and clear in your numbers while bringing personality, fun, and trust to the experience. Whether we’re diving into tax strategy, mapping out your next big business move, or getting you unstuck with simple, smart advice — this is where financial clarity meets real connection. Let’s build a business that’s not only profitable, but fully aligned with the way you want to lead.

Work With Me

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I'm Kelly, and I specialize in.

Strategic Tax Planning

WORK WITH ME

I'm Kelly, and I specialize in..

Strategic Tax Planning

WORK WITH ME

More Than a CPA —

A Strategic Partner in Profit

Helping you feel confident in your numbers and clear on your next move — with strategy, personality, and zero overwhelm.

Let’s build a business that’s profitable and aligned with how you want to lead.

Whether you’re just getting started or scaling something big, I’m here to help you make confident financial decisions and actually enjoy the process.

I believe your CPA should be someone you trust — not just during tax season, but year-round.

I bring fun, authenticity, and real talk to an industry that’s often seen as dull and overwhelming. When you work with me, you’ll get more than spreadsheets. You’ll get strategy, clarity, and maybe even a few laughs along the way.

We’ll dig into your numbers, grow your profit, protect your assets, and build a business you feel in control of without ever dreading a meeting on your calendar.

Let’s make the money side of your business feel empowering, not exhausting.

Ready to get started? Let’s do this.

LET'S WORK TOGETHER

Whether you’re just getting started or scaling something big, I’m here to help you make confident financial decisions and actually enjoy the process.

I believe your CPA should be someone you trust — not just during tax season, but year-round.

I bring fun, authenticity, and real-talk to an industry that’s often seen as dull and overwhelming. When you work with me, you’ll get more than spreadsheets. You’ll get strategy, clarity, and maybe even a few laughs along the way.

We’ll dig into your numbers, grow your profit, protect your assets, and build a business you feel in control of without ever dreading a meeting on your calendar.

Let’s make the money side of your business feel empowering, not exhausting.

Ready to get started? Let’s do this.

LET'S WORK TOGETHER

Services

Ways We Can Work Together

1:1 Financial Consulting

Personalized Financial Strategy: Just for You

Get individualized financial and business support designed around your unique goals. Whether you're starting, scaling, or stuck, I’ll help you create a clear path forward. Together, we’ll turn numbers into smart decisions and confident growth.

Speaking Engagements

Engaging, Practical Talks That Deliver FinanciaL Clarity

Book tailored financial talks designed for your audience, industry, or organization. Whether it's a CE class or a keynote, I deliver insights that are clear, actionable, and engaging. Let’s bring confidence and clarity to your next event.

Mastermind Groups

Accountability, Strategy, and Community for Business Owners

Connect monthly with a small group of business owners for focused strategy and support. These Zoom sessions are designed to help you grow your business intentionally over time. You’ll get expert guidance, accountability, and peer collaboration.

Live Courses

In-Person or Virtual Trainings Designed for Business Owners

Join live sessions — in person or online covering essential business and financial topics. These small group trainings provide both expert insight and peer learning. Walk away with practical strategies you can apply right away.