Preparing financial statements and footnote disclosures for a variety of client types, including retail, wholesale, service, technology, and employee benefit plans. Kelly strives to develop and maintain strong working relationships with her clients, utilizing her more than a decade of experience to offer recommendations to improve internal processes and controls.
Client Service Focus
Acting as the primary liaison with her clients throughout each audit, Kelly focuses on planning, risk assessment, and review of work papers, as well as coordinating all on-site fieldwork. Kelly is also actively involved in BFBA’s internal professional development programs, coordinating with Firm leadership and other staff to develop and present continuing education programs.
Education & Professional Certifications
- Certified Public Accountant – California Board of Accountancy
- Bachelor of Science, Environmental Toxicology, University of California, Davis
Kelly is an avid runner, having finished everything from 5Ks and mud runs to a full marathon. When not out on the trails, Kelly also enjoys traveling, attending theater performances, and museum hopping with her friends and family.