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.
“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.”Rebecca Ordinario, Cafe Momentum
“I'm an attorney in solo practice, and have struggled through all things numbers for 20 years. With my practice growing, I began to think of different ways to free up my time to do more legal, and less admin and bookkeeping work. A friend referred me to Marie Kelly, and finding her was seriously one of the biggest turning points in my professional career. In addition to my personal and corporate taxes, they set up a streamlined bookkeeping plan, online payroll and time management software. So, while I initially was looking for a CPA and help sorting through my QuickBooks (which was a mess), what I got was a full service accounting/bookkeeping/mentoring firm that provides over-the-top service. I estimate I'm saving at least 2 hours a day now (some days 3), which frees my time up to practice law, and generate revenue. Kelly CPA's bookkeeper Kyle comes to my office once a week, for maybe an hour, and pays my bills/reconciles my accounts, and makes my life SO easy! I give this recommendation as a perfectionist. I highly recommend Kelly CPA.”Susan Bond, Bond Immigration Law
My partner and I have been working with Marie for about three months now and she has been fantastic. She helped fill out our corporate taxes and at the same time answer all questions we have had. She has gone above and beyond what is required of her and has provided extremely valuable insight. If you need any help with your books or accounting I would strongly recommend reaching out to Marie at Kelly CPA."Jarrad Jones, Chirie, Inc.Co-Founder
Marie is fantastic and brilliant! She did our corporate taxes and went above and beyond answering lots of other questions and providing advice for us as new entrepreneurs. 100% recommended, especially if you have a new company and are building a business."Raheel Syed, Chirie Inc. Co-Founder
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 Tate, J Waylon & AssociatesOwner
What an awesome time at tax time. Not too many accountants I can say that about! Professional, expert advise and helped us navigate some awesome returns this year."Rich & Mimi Sterling
We desperately needed an accountant and her team stepped in. They understand my business and is very easy to work with. Every time I call her, night or day, she responds in a timely manner. Kelly CPA will always be part of my team as long as I have a business."Kelly Herrington3008 Productions
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 LanhamCOO, Learning Forward, 2017