
Our Team
Wendy Kelley
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Founder | Director
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Technology and Workflow Consulting
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Training and Seminars
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Business Advisory Program
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Bookkeeper Mentorship Program
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Alumni Member of Intuit's Accountant Council

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Angie Coats

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Bookkeeping Supervisor
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Bookkeeping Reviews
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Client Reports
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Consulting for Non-Profits
"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."