Meet Our Founder.

A lover of processes & procedures, Kelsey has been in the accounting world for 17+ years. She gained a great deal of her knowledge about small business operations while working as a Controller for a manufacturing company. During her 8 years at this company she implemented countless system upgrades and monitoring controls to improve efficiencies across each business unit.

Kelsey received a B.S. in Business Administration from the Massachusetts College of Liberal Arts (MCLA) and has worked at CPA firms as both an auditor and tax preparer. Starting a new endeavor as her own boss in 2019, Kelsey’s current passion consists of using the tools + skill sets she has learned in her career to help other businesses succeed.

Though originally from New England, in her spare time you can now find Kelsey on a beach volleyball court or catching a longboard wave near her home in Southern California.