Meet The Team
Kelly
Kelly has over 15 years of experience in the accounting industry ranging from public practice to the farming industry, not-for-profit sector, and small business world. Kelly has a passion for serving the owner managed business' and strives to alleviate concerns about tax filings and provide comfort in knowing that your record keeping is being taken care of by a professional. Kelly specializes in cloud-based software and offsite bookkeeping, however, has experience with Sage, Quickbooks, Netsuite, and Xero and will come to you if desired.
Nick
Nick, an accounting professional with over 15 years' experience specializing in not-for-profits and small to medium-sized businesses, enhances financial health through strategic planning and oversight. He excels in financial reporting, budgeting, and compliance, helping clients meet regulations while maximizing resources. Believing sound financial management, transparency, and integrity are crucial for success, he is proficient in SAGE, QuickBooks, and Xero, and eagerly masters new software.