At a glance

A member of Dopkins Client Accounting & Advisory Solution (CAAS) team, Kelly specializes in assisting clients in the financial and operational management of their businesses on a day-to-day basis. Her expertise includes general ledger accounting, account reconciliation, payroll processing, business entity tax returns, data analysis for financial statements and navigating the banking system with respect to business operations, mortgages and trusts. She joined Dopkins Tax Advisory and Client Accounting & Advisory Solution (CAAS) groups in 2023.

Principal Areas of Expertise

• Bookkeeping & accounting services
• Payroll preparation and processing
• Financial statement preparation
• Accounting management
• Computation and sales tax filing
• Personal & business income tax returns

Industries Served

• Medical practices
• Not-for-profit organizations
• Family-owned businesses
• Family office (high net worth individuals/families)
• Real estate management companies
• Large public/private companies

Designations

• QuickBooks Certified User

Education:

• B.S., Business Administration, State University of New York at Buffalo