“I have been a CPA in California for 33 years with over 1000 clients and can honestly say that Kelly is the most organized, diligent, creative, and responsible business and financial manager I have ever worked with. She is truly the BEST!”
Barry G. Norton
CPA, BNG Accountancy Corp
“After almost 20 years of working together, there is no one I trust more to guide me through my finances, business or personal, than Kelly. She’s smart, honest and realistic. Thanks to Kelly I have never woken up once in the middle of the night worrying about my finances.”
Jean Robaire
Creative Director, a.k.a.Robaire Inc.
“Kelly is extremely knowledgeable, detail-oriented, available, personal, and fun to work with. She’s taken over two very different businesses of mine and all my personal finances in the 7 years that I’ve been working with her. Not only does she bring valuable insights and money-saving ideas to the table, she understands how the creative mind works and is able to interpret and translate otherwise often complicated material.”
CR
Advertising Agency Founder/Serial Entrepreneur
“I would strongly recommend Kelly’s services to any business owner who is serious about their financial well being. Drawing on her extensive knowledge and highly professional ethic, Kelly has provided a skillful and supportive climate in which to grow a new business. She always made time at every turn, and gave us the confidence to turn a good idea into a viable plan. Kelly is a very forward thinking individual that I feel always has her fingers on the pulse of the industry. Her advice from taxes to insurance and everything in between, has been invaluable.”
Lori Kavanaugh
Marketing Director, Ken Kavanaugh Golf Course Design
