Change is tough, but we’re here for you!

Investing in your business can feel scary. We get that, and we want you to know we’re different. We’ll have your back every step of the way!

Say goodbye to the fear of tax season and hello to your ultimate accounting guide.

Kelly Rohrs, CPA is passionate about what she does and it shows. With a knack for numbers, Kelly understands that business is a lot of work. That’s why she wants clients to focus on what they’re good at and let Kelly and her team handle the rest.

Goodbye stress, hello successful entrepreneur.

With the proper tools and planning, your business goals and dreams are easily reachable. That’s why, when you work with us, we carefully consider your situation and recommend systems that will help you get to where you want to go. We tailor our services to your business needs.

We don’t just tell you how to do something, we’re with you for every step of your business journey.

Click the button below to schedule a call and learn more about how we can help you.

"I am thankful to have found Kelly"

Kelly has been amazing to work with! As a young professional, it is great to have someone like Kelly who I can relate to on a personal level. Kelly is easygoing, professional, and always looking for ways to add value and make the most of the situation at hand. I am thankful to have found Kelly and would strongly recommend her to anyone looking to build a relationship with a friendly, smart, and trustworthy tax advisor.

James Sheridan, CSLP©, Financial Planner

Kelly Rohrs, CPA

Award Winning CPA & Founder

With over a decade of experience in public accounting, Kelly specializes in providing tax, accounting and advisory services to small to medium sized businesses in the professional service industries. Kelly is highly respected within the accounting community was named Top 40 Under 40 CPA by CPA Practice Advisor in 2024. She is active in professional organizations from which she has received numerous awards and mentions for her work in the field, including:

  • Top 50 Women in Business on Long Island (Long Island Business News)
  • 2022 Premier Business Women of Long Island (Long Island Herald)
  • Top 50 Women in Accounting nomination through Ignition

Kelly is an active member of the AICPA, NYSSCPA, NCCPAP, and Whoggga. She serves on
the AICPA Tax Practice Resiliency Committee, dedicating her time to enhancing the practices of fellow CPAs. She also runs a monthly mastermind group that supports current and prospective firm owners. 

In 2023, she co-founded the podcast From Zero to Millions: Accounting Edition with Bilal Mehanna, CPA. The podcast has achieved thousands of downloads and features leading
voices in the accounting world.

Kelly has appeared on the AICPA’s Tax Odyssey podcast, Thomson Reuters’ Pulse of the Practice podcast, and Tony Wilson’s Ask an Accountant podcast. She has authored articles for Accounting Today Voices, Bloomberg Tax Spotlight, and CPA Practice Advisor. When not working, Kelly enjoys spending time with her family and their dog.

Amy Williamson

Certified Public Accountant

Amy Williamson is a dedicated and experienced Certified Public Accountant (CPA) with a passion for precision and a commitment to helping clients navigate the complexities of finance and accounting. With a strong educational background and decades of hands-on experience in the field, Amy is a trusted advisor known for her unwavering attention to detail and her ability to deliver tailored accounting solutions.

Maura Aimee

Certified Public Accountant

Maura Aimee is a highly skilled Certified Public Accountant specializing in the complex and ever-evolving field of taxation. With a keen understanding of tax laws and regulations, Maura is dedicated to helping clients navigate the intricacies of taxation, minimize liabilities, and optimize their financial strategies.

Denise Stanton

Administrative Assistant/Bookkeeper

Denise has years of experience with administrative and bookkeeping duties. After working with Denise, you will wonder, what can she NOT do? 

She is extremely organized and ensures every T is crossed and every I is dotted. When Denise isn’t working, she enjoys spending time with her children and grandson.

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