Over a career spanning 20+ years, Kelly has demonstrated an ability to translate complex financial data into terms that managers who lack a financial background can understand. She joined our team as a Financial Operations Manager in 2018 and is now a Managing Principal at our Tacoma and North Seattle locations.
As Controller for a state-of-the-art branding agency, Kelly modernized the company's antiquated reporting structure and introduced a billing distribution pipeline to identify costly gaps. Previously, as Controller of her own accounting business, she developed visual dashboards to simplify financial reporting for her clients. In addition, Intuit commissioned her as a blogger.
Kelly has a Bachelor of Business Administration in Accountancy from Western Michigan University. She is proficient in both bookkeeping and ERP software programs, including MS Excel, QuickBooks, Advantage, Workamajig and Google Sheets.