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Here for you when it counts.

Who Are Our Clients?

Individuals

Whether you are a business owner, executive, entrepreneur or you just need help with your personal taxes–we can serve your unique needs through thorough tax planning. We stay on top of changing tax laws to take advantage of opportunities and keep you ahead of the curve.

Entrepreneurial Businesses – Large or Small

Often overlooked by accounting firms, we see these businesses as vital to our overall economy, and we treat them that way by helping them to focus so that they succeed and thrive in the marketplace.

Professional Groups

We help medical, legal, engineering, real estate, and architecture groups, as well as others, plan for retirement and service their members better by keeping the numbers in line.

Not-For-Profit Organizations

We have a special place in our hearts for those who help others. We help them to be fiscally healthy so they can help the most people.

Creatives

Artists, musicians, designers, bloggers, influencers and others in these glamorous industries trust us to keep them on track financially. We do the left-brain heavy lifting, so you can concentrate on the right side.

As a small business with a growth mindset, the necessity of having a CPA that acts as your partner is critical. Marie & the entire team at Kelly CPA do just that - they aren't simply filing your taxes annually but, rather, collaborating with you on both business development and financial strategies for the long haul. Kelly CPA does the thing that big firms simply cannot: meaningfully connect with entrepreneurs to truly understand the intricacies of their businesses and long-term goals. Kelly CPA works swiftly, responsively, and decisively - three components that any small business owner learns to value in a partner. In short, whether you're a small or medium sized business, there is no firm that will take care of you and your business as Kelly CPA does.
Flann HarrisPartner, Scout Design Studio
Kelly CPA has been an exceptional partner for us, delivering top-notch financial advice and support that has exceeded our expectations every time. Their team of experts is not only professional and knowledgeable, but also incredibly approachable, making it a pleasure to work with them throughout the entire process. One of the things that sets Marie Kelly and her team apart is their commitment to providing prompt responses to our questions and concerns. They take the time to break down complex financial concepts into digestible pieces, ensuring we have a comprehensive understanding of each step of the process. Their attention to detail is unparalleled, and they are always looking out for ways to maximize our benefits and returns. For anyone looking to take their finances to the next level, Kelly CPA is an excellent choice. Their team is highly skilled, trustworthy, and dedicated to the success of their clients. We highly recommend their services to anyone seeking accounting expertise and exceptional service.
Dani IsenbergCOO, Davidson, Bogel Real Estate
“I am the business manager of a small non profit, and we use Kelly CPA. They are incredibly prompt in answering my questions/needs. I have been more than pleased with their customer service and monthly reporting they do for us. It has been a refreshing change from our prior CPA.”
Café Momentum
I just left meeting Marie, and I feel 1,000 times better than I did walking in. As a business owner who knows little about accounting, the financial and tax end of my business is daunting. Marie spent two hours going over the ins and outs of how to feel more in control of my business finances. She alleviated a lot of my fears and I'm feeling much more confident. This is the best business decision I'm made this year for sure. Highly recommend her and her team!!"
Waylon TateJ Waylon & Associates
We tackled a full reorganization of our accounting processes and relocated our accounting functions to a different office. KellyCPA has a deep knowledge of QuickBooks and accounting in general, of nonprofits in particular and really spends the time to understand the little details of our business so we have just the right accounting set up. Marie and her team have been a perfect match for us and we value and highly recommend her to others who need a practical QB guru to help them run more efficiently and produce the accounting information needed to operate."
Michael Lanham, COOLearning Forward
“I am the business manager of a small non profit, and we use Kelly CPA. They are incredibly prompt in answering my questions/needs. I have been more than pleased with their customer service and monthly reporting they do for us. It has been a refreshing change from our prior CPA.”
Café Momentum
As a small business with a growth mindset, the necessity of having a CPA that acts as your partner is critical. Marie & the entire team at Kelly CPA do just that - they aren't simply filing your taxes annually but, rather, collaborating with you on both business development and financial strategies for the long haul. Kelly CPA does the thing that big firms simply cannot: meaningfully connect with entrepreneurs to truly understand the intricacies of their businesses and long-term goals. Kelly CPA works swiftly, responsively, and decisively - three components that any small business owner learns to value in a partner. In short, whether you're a small or medium sized business, there is no firm that will take care of you and your business as Kelly CPA does.
Flann HarrisPartner, Scout Design Studio
I just left meeting Marie, and I feel 1,000 times better than I did walking in. As a business owner who knows little about accounting, the financial and tax end of my business is daunting. Marie spent two hours going over the ins and outs of how to feel more in control of my business finances. She alleviated a lot of my fears and I'm feeling much more confident. This is the best business decision I'm made this year for sure. Highly recommend her and her team!!"
Waylon TateJ Waylon & Associates
Kelly CPA has been an exceptional partner for us, delivering top-notch financial advice and support that has exceeded our expectations every time. Their team of experts is not only professional and knowledgeable, but also incredibly approachable, making it a pleasure to work with them throughout the entire process. One of the things that sets Marie Kelly and her team apart is their commitment to providing prompt responses to our questions and concerns. They take the time to break down complex financial concepts into digestible pieces, ensuring we have a comprehensive understanding of each step of the process. Their attention to detail is unparalleled, and they are always looking out for ways to maximize our benefits and returns. For anyone looking to take their finances to the next level, Kelly CPA is an excellent choice. Their team is highly skilled, trustworthy, and dedicated to the success of their clients. We highly recommend their services to anyone seeking accounting expertise and exceptional service.
Dani IsenbergCOO, Davidson, Bogel Real Estate
We tackled a full reorganization of our accounting processes and relocated our accounting functions to a different office. KellyCPA has a deep knowledge of QuickBooks and accounting in general, of nonprofits in particular and really spends the time to understand the little details of our business so we have just the right accounting set up. Marie and her team have been a perfect match for us and we value and highly recommend her to others who need a practical QB guru to help them run more efficiently and produce the accounting information needed to operate."
Michael Lanham, COOLearning Forward