Industries Served


It is important to work with a trusted advisor from the start. Kelly works with a variety of dental clients from residency to dental service organizations. Whether you plan on working as an associate, starting a practice from scratch, or buying out an existing practice, your accounting and tax planning experience will be easy with me! It is vital to look at all of your options and customize planning to meet your individual needs now and ten years from now. My experience in guiding hundreds of dental practices has provided me with key insights into industry standards, processes and growth strategies.

Medical & Wellness

Kelly values the health and wellness of her client’s businesses as much as they value the health and wellness of their patients.  From her years of experience in guiding medical practices, Kelly has key insights into the industry. It is important to look at all of the vitals of the practice in order to provide proper guidance and growth strategies.  


Real Estate

Managing real estate investments can be a lot of work.  Kelly knows how to navigate the ins and outs of the real estate industry.  Whether it be a passive investment or managing day-to-day as a landlord, Kelly can help maximize deductions and minimize headaches.  There can be many reporting requirements for state and local authorities, especially in NY and NYC. Hire a professional to make sure you’re in compliance from day one! 

Law Firms

Whether it is keeping track of your IOLTA accounts or managing your tax and accounting needs, Kelly has many years of experience for law firms and solo practitioners.  Kelly knows the unique issues attorneys face while tracking revenue and expenses.  Working together and reviewing all internal and external accounting records can provide clarity and insight on how profitable each case or legal matter actually is. 


Small - Medium Sized Businesses

From start ups to established businesses, Kelly has handled a variety of  industries and different sized entities.  It is important to Kelly to establish a custom engagement that fits you and your business’ needs.  

Trust & Estate Planning & Compliance

Trust & estate planning can be stressful at any stage of life.  Working with a group of trusted advisors can provide comfort and peace of mind.  There are many ways to handle trust and estate planning and Kelly is sure to assist in the best way to fit yours and your family’s personal needs.


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