Kelly M. Berg

Kelly M. Berg

Senior Associate

Tax Advisory Group

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


  • QuickBooks Certified User


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

Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

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