Kelly quickly demonstrated her expertise in the employee benefit plan industry while auditing my company's 401(k) plan. She was very pro-active in regards to the audit and was always available for any questions we had. Her knowledge, responsiveness, and friendliness have led to wonderful client service, I would recommend her in a heartbeat.
Kelly is a progressive expert in her field! Kelly provided professional auditing services to the retirement plans I administered and managed. As an expert she guided and educate me and my team on best practices. She helped to find ways to improve compliance and operational efficiencies. What I appreciate most about Kelly is she is supportive, empowering, never judgmental and will help her clients every step of the way.
As the manager on our engagement, Kelly did a great job of keeping us informed and highlighting areas of improvement. What I appreciated most, however, was her significant knowledge of employee benefit plan reporting and administration as well as Department of Labor rules. As the Controller, I always knew that I could depend on Kelly to provide insights and guidance, especially if issues should arise. Having such a knowledgeable resource provided peace of mind.
Kelly made the first audit experience far less intimidating than what I anticipated, which was greatly appreciated! The technology utilized made the process efficient and gave me more flexibility to accomplish the audit as time allowed in my schedule.