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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.

Diane V.

Lora I.

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.

Laura F.

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.

Amanda T.

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