Moss Adams - Kellie McKenna

Industry Expertise

Asset Management Broker-Dealers Professional Services

Practice Focus

Financial Statement Audits Reviews & Compilations

Biography

Kellie McKenna has been practicing public accounting since 2012.

She has a specialized focus on auditing private companies in the financial services sector, including asset managers, specialty finance companies, registered investment advisors, and pooled investment vehicles that include venture capital, private equity, private credit, and real estate funds. Her expertise encompasses a wide range of accounting topics with a particular emphasis on valuation, sale accounting, and business combinations. In her role, Kellie supervises financial statement audits, reviews, and regulatory compliance examinations.

Professional Affiliations

Member, American Institute of Certified Public Accountants
Member, Washington Society of Certified Public Accountants
Member, Seattle Finance Collective

Education

BS, accounting, Santa Clara University

Insights from Kellie McKenna

Form PF Changes Could Impact Reporting for Investment Advisers to Private Funds

Learn how amendments to Form PF could change reporting for investment advisers to private funds and what this means for you.

SEC Enhances the Regulation of Private Fund Advisers

As private funds activity grows, new SEC rules restrict adviser activity contrary to public interest and protect investors.

Significant Revenue Recognition Disclosure Changes for Nonpublic Companies

ASC Topic 606 requires nonpublic companies to change the way they recognize and disclose revenue for annual reporting periods beginning on or after December 15, 2018.

ASC Topic 606: What Professional Services Need to Know for Revenue Recognition

Learn how ASC Topic 606 impacts how professional services companies recognize revenue from customer contracts.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.