“I love accounting because it’s like solving a puzzle—every number has a place, and when everything fits, it tells a clear story. Partnering with clients to bring clarity, confidence, and structure to their financial world is incredibly rewarding. Being their trusted advisor means helping them see the big picture, one balanced ledger at a time.”
Kelly is an experienced finance and accounting professional with a strong background across diverse industries, including manufacturing, retail, logistics, and non-profit sectors. She brings deep expertise in financial reporting, budgeting, and process optimization. Known for her collaborative approach and attention to detail, Kelly is committed to driving efficiency and supporting organizational growth through continuous learning and improvement.
Kelly is a seasoned finance and payroll leader with over 20 years of experience across various industries. She has supported companies through rapid growth, overseeing full-cycle accounting, payroll compliance, and financial reporting.
Kelly played a key role in scaling a manufacturing startup from $1M to $35M+ in revenue and has led accounting system implementations, including SAP Business One, Gusto, and Paylocity. Known for her precision and efficiency, she specializes in streamlining operations and managing multi-entity, remote financial teams.
B.S., Accounting
North Carolina Wesleyan University
Kelly lives in sunny Florida with her husband and their two lovable doodle pups. When she’s not diving into financial reports, she enjoys getting lost in a good book, experimenting in the kitchen, and planning her next travel adventure. A self-proclaimed treasure hunter, Kelly loves exploring local flea markets for unique finds and cherishes quality time with her family.