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Our Team

Wendy Kelley
  • Founder | Director

  • Technology and Workflow Consulting

  • Training and Seminars

  • Business Advisory Program

  • Bookkeeper Mentorship Program

  • Alumni Member of Intuit's Accountant Council

David M Kelley
  • Client Relations

  • Strategic Planning

  • Project Management

Jeannie Harper
  • Firm Administrator

  • Client Communication

  • Document Management

  • Team Support

Angie Coats
  • Bookkeeping Supervisor

  • Bookkeeping Reviews

  • Consulting for Non-Profits

Bethany Kelley
  • Bookkeeper

  • Project Assistant


"Wow! Wendy Kelley is amazing! Best customer service I have ever received. I had been getting the run around from no less than 5 other "experts" who did not know what they were doing. Wendy took my call, I give her access into my desktop, she asked me a few questions, within 15 minutes she had all the bank feeds linked into Quickbooks and double checked them. She loves her job. I know nothing about Quickbooks, I was just helping out my husband who is a doctor. She explained things in easy terms and handled setting up 3 accounts with bank feeds now complete. Wendy is so easy to talk to, I recommend her to everyone."

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