There are three of us, with more than 70 years of experience between us. No hand-offs to a junior you’ve never met, and no explaining your business all over again each year.
Founder & Managing Partner
Kelly founded the firm in 2002 after serving as a tax manager at KPMG and tax director at a regional firm in Denver. He leads the firm’s CFO engagements, tax strategy and M&A work, and has guided small businesses and their owners through growth, acquisitions and sales ever since.
Licensed CPA, New York · Graduate tax training, University of Denver
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Partner & Director of Accounting
Renée runs the firm’s accounting practice and its outsourced controller engagements. With more than 20 years in accounting and tax, she reviews every client’s monthly work and has rebuilt accounting departments for national clients as well as local ones.
QuickBooks ProAdvisor · 20+ years in accounting and tax
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Senior Accountant
Barbara manages tax intake, reviews a large share of the firm’s individual returns and keeps the monthly books for her own group of clients. She brings more than 20 years of experience, including time at Ayco and Morgan Stanley.
MS in Taxation, Pace University (Lubin) · BS in Accounting, Le Moyne College
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How we work
We don’t keep a lobby. We meet where your business happens, on your schedule, and do the rest of the work securely online. Your money goes to the work, not our rent.
How the bundle works →Once a year is not enough. Our best advice happens month by month.
We identify problems immediately and opportunities even sooner.
It has to work in the real world, not just on a spreadsheet.
We grow forward together.
Tell us about your business. A first conversation costs nothing and commits you to nothing.