Biography

Kelli has been in public accounting since 1993. She provides taxation and financial accounting services to a variety of clients in the real estate, construction, and professional services industries. Kelli also consults on S corporation and LLC issues, structural tax planning, techniques to increase shareholder value, and succession planning.

Kelli leads the firm's Construction, Hospitality, Real Estate, and Professional Services Tax Committee. Kelli sits on the National Construction Financial Management Association Tax Committee and the National Associated General Contractors Tax and Legislative Affairs Committee. Her close, hands-on approach to client relationships enables her to effectively and creatively advise clients on a wide range of business matters.

Selected Publications

  • "Inspiring Loyalty with Employee Stock Ownership Plans" (Construction Business Owner, 2012)
  • "Tangible Property Regulations" (eUpdate CFMA, 2012)
  • "Year-end Tax Planning Tips" (AGC’s Constructor, 2012)
  • "Earn More Green by Being More Green" (CFMA, 2011)
  • "Maintaining Your Edge: Five Tax Incentives That Make a Difference" (MA Now Construction, 2010)

Selected Speaking Engagements

  • Measuring Twice: How Have Company Financial Rations Changed as a Result of the Depressed Construction Economy?
    (CFMA, May 2011)
  • Women in Construction/Tax Update
    (CFMA/AGC National Conference, Las Vegas , 2011)
  • Annual Tax Update
    (Building Owner and Managers Association, Spokane, WA, 2011)
  • Annual Tax Update
    (Inland Northwest AGC, 2011)
  • Annual Tax Update
    (Inland Northwest CFMA, 2010)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, National Associated General Contractors Tax & Legislative Affairs Committee
  • Member, National Construction Financial Management Association Tax Committee
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Washington State University