Your Success Is Our Success
Bethany Kelley
Bookkeeper
Angie Coats
Bookkeeping Supervisor
Jeannie Harper
Firm Administrator
Kristie Potts
Client Communications
Kristie Potts
Client Communications
Wendy Kelley
Advisor | Consultant
David Kelley
Director of Operations
We are QuickBooks Certified ProAdvisors
dedicated to the success of your business.
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Finding the right solution for your business
is the focus of our business.
Advisory
Bookkeeping
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Cashflow Forecasting
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Spend Management
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Budgeting
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Strategic Planning
Technology Consulting
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Software Integration
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Training and Seminars
Success doesn't happen by accident.
It takes hard work, careful planning and accountability.
We can guide you to success.
We find great joy in helping
others find their path to success.
If you are successful,
then we are successful.
Let us take the journey with you
and help you along the way.
Let's find out what we can accomplish together!
Wendy setup my QB account from start to finish. Trained me, monitored my progress, and created the reports for my small business needs. She has saved my sanity and eliminated the stress of dealing with bookkeeping. I highly recommend her and will consult with her ongoing.
We have been working with Wendy for 5 years now, anytime we have questions regarding something in our Quickbooks Online, she definitely has an answer!! She has always been very easy to work with and has an answer for all of our questions. Highly knowledgeable and extremely dependable!!
It’s a terrific experience working with Wendy. She is friendly, knowledgeable, helpful and easy to work with. She is an expert in QuickBooks and has helped me learn it too. I wish I had found her earlier. She is the go to person to get help on accounting issues and is very helpful. Highly recommend her.
