testimonials

Our Customer Reviews

Sailesraj Bala Murali

Sailesraj Bala Murali

Founder, California Metropolitan University

Kelly is a brilliant mind in her subject matter. Her advice and expertise in audit services were very helpful during an acquisition. Her communication skills matched her technical abilities, and it helped the work flow smoothly throughout the process. It was her professionalism and personality that kept our working relationship moving forward positively until the completion of the work. Above all this, Kelly is a people person and relatable in many ways and that is why I will continue working with her and supporting her in her endeavors.
Brandon Stone, CPA

Brandon Stone, CPA

General Manager, Superb Flooring & Design

I’ve had the pleasure of working with Kelly for well over a decade - the former years working alongside her and the latter years as one of her clients. Without hesitation, Kelly is one of the most brilliant tax minds I have ever come across in my career. In the financial services space, sound compliance practices are of the utmost importance and many accounting and finance professionals justify their value on just that. This is what separates Kelly from the rest. Kelly has an uncanny ability of using her creative gifts in tandem with her sound technical skillset to find solutions to complex problems. Simply put, she knows how to drive value in areas that mean the most to her clients and that’s hard to put a price tag on.
Jay Lubin

Jay Lubin

President, JL Marketing

Kelly was an absolute godsend for our company. We were operating a proprietary accounting package and had lost our long-time controller. We were falling behind in all aspects of our business and stress was rampant. We interviewed candidates but nobody was familiar or comfortable with the accounting package we were using. Kelly stepped in and calmly and immediately took charge. She righted the ship and we never looked back. She is very sharp, cool under pressure, extremely capable, and I would recommend her for anything she is asked to do.