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

Founder

Kelly A. Rohrs, CPA finds nothing more exciting than helping people find business success. She is a member of the American Institute of CPAs (AICPA), the New York State Society of CPAs (NYSSCPA), the National Conference of CPA Practitioners (NCCPAP), Whoggga, and Boost Women’s Networking Group. 

With over 10 years of experience in public accounting, Kelly specializes in working with small to medium sized businesses. Kelly is highly respected within the accounting community and active in professional organizations from which she has received numerous awards and mentions for her work in the field, including:

  • Emerging Leaders Award from New York State Society of CPAs
  • 2022 Premier Business Women of Long Island
  • Top 50 Women in Accounting nomination through Ignition

 

Kelly has been featured on AICPA’s Tax Odyssey podcast and Thomson Reuters Pulse of the Practice podcast. She enjoys helping business owners succeed and has shared her knowledge through various publications including the May 2022 Bloomberg Tax Spotlight and the February 2022 issue of CPA Practice Advisor where she wrote about the important topic of preventing staff burnout.

When Kelly isn’t helping clients streamline systems and processes and automate and integrate accounting into their businesses, you’ll find her relaxing with her husband, son, and dog.

Amanda Adams, CPA

Accounting Manager

Amanda Adams, CPA fell in love with accounting before she knew all the exciting possibilities the career held. It started when she realized she loved making simple math problems with the numbers on a clock. 

For Amanda, what once was day-to-day data entry transformed into a love of sharing accounting with others. From teaching clients about financial statements to mentoring other staff, Amanda finds joy in all things accounting.

When you work with Amanda, you’ll see how much she enjoys helping clients save tax, implement policies, and streamline their accounting processes. Amanda believes in building relationships and trust with those around her, including clients and coworkers. Family is everything to Amanda. She and her husband have three children and four dogs. They love cheering on the Red Raiders every chance they get! Guns up!

Amanda is a Terry Foundation Scholarship recipient and is most fluent in accounting for the construction and professional services sectors.

Denise Stanton

Administrative Assistant/Bookkeeper

Denise has over four years of 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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