Kelly has more than a decade of experience working with nonprofit organizations. She provides financial statement audits, reviews and agreed-upon procedures, and has a great deal of experience examining internal controls for nonprofit and governmental entities. Kelly’s client base includes entities with alternative investments, endowments, contributions, and grantmaking activities.

She primarily serves nonprofit organizations, including private foundations, trade associations, labor unions, and programmatic charities. Kelly also works with employee benefit plans.

In her free time, Kelly enjoys traveling, baking, wine tasting, and spending time with family.

 

 

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    PRACTICE AREAS & SPECIALIZATIONS
    Audit & Assurance
    Financial Statements
    Agreed-Upon Procedures
    Consulting
    INDUSTRIES SERVED
    Nonprofit Organizations Accounting for Nonprofit Organizations
    Employee Benefit Plans Employee Benefit Plans
    Labor Organizations Labor Organizations
    ASSOCIATIONS & ACTIVITIES
    • American Institute of Certified Public Accountants (AICPA)
    • California Society of Certified Public Accountants (CalCPA)
    • Young Audiences of Northern California, Treasurer (2015–⁠2022)
    EDUCATION
    Arizona State University

    Bachelor of Science, Accountancy