Services

C. Kelly Accounting, Inc

C. kelly Accounting, Inc

We’re not your regular January through April accounting firm. We offer all year round service.

Income Tax Planning & Preparation

Preparing a tax return is about more than just entering numbers—it’s about understanding your complete financial picture. Effective tax planning requires insight into your goals, lifestyle, and long-term objectives to help preserve and grow your wealth.

At C. Kelly Accounting, I provide professional preparation for a wide range of tax returns, including individual, corporate, nonprofit, and trust filings. I stay up to date with changes in federal and state tax laws to help my clients minimize both current and future tax liabilities.

As a sole practitioner, I personally handle every step of the process—from data entry and review to electronic filing. This hands-on approach ensures a deep understanding of your return and a high level of accuracy and consistency. To maintain efficiency, I manage communications primarily through email and phone rather than in-person meetings.

Accounting &
Bookkeeping
Services

Whether you’re in need of someone to manage your payroll expenses and taxes, track your profit and losses, or keep you up to date on cash flow, our team of CPAs and financial professionals takes care of all your accounting and bookkeeping needs.

There’s no question of a common trend happening in the accounting world - companies are outsourcing their accounting needs to third-party consultants. This is a great way to save on expenses and get optimal results for your business’s finances. But sometimes, working with third-party accountants can be tricky due to communication and finance law knowledge. We solve all of that for our clients.

We’re a team of highly skilled financial professionals who understand the most up-to-date finance and tax laws and we care about our clients’ success. We’ll listen to all of your accounting challenges and goals and translate that to actionable results, dashboards, and visuals for you to easily understand. You’ll have insight and knowledge on your finances at any given moment in time.

Billing & Invoicing

We know that billing and invoicing can be one of the — if not the — most important accounting tasks for your company. Billing and invoicing can determine your cash flow. It can determine whether or not it’s positive or negative which can have a ripple effect on your company’s business activities.

Nowadays, anyone can really call themselves a bookkeeper. Because of this, there are a lot of messy and convoluted financial books out in the world. This can severely impact your company because often you’ll end up spending more money to fix issues and challenges that came up unnecessarily. We want you to avoid all that.

Our billing and invoicing service will keep you in tune with the big picture of your company. It’ll address and cash flow issues that may arise, and you’ll gain and retain a credible reputation for timely payments and invoices.

This is a perfect solution for those busy entrepreneurs who don’t have time to focus closely on their accounts payable. We can make sure that you stay on top of all payments and invoices, while you work on what you do best.

Small Business Consulting

Running a small business often means wearing many hats and making countless decisions every day. It’s easy to feel stuck when you’re ready to grow but unsure how to move forward.

Business finances can be complex, and many owners find themselves improvising along the way. If you’re spending more than you earn or need clearer insight to make informed financial decisions, professional CPA consulting can help bring clarity and direction.

I work with small business owners to strengthen their planning process and develop strategies that support long-term stability and growth. Whether you’re just starting out or looking to take your business to the next level, I can help you build a stronger financial foundation—through better budgeting, creating an emergency fund, selecting the right retirement accounts, and improving tax planning.

Individual Tax Returns

The tax preparation process begins with year-end planning, ideally between September and November, to identify opportunities for savings and smart strategies before filing season. In January, clients receive a tax organizer to complete and submit along with supporting documents via SmartVault, mail, or office drop-off.

Throughout preparation, I’ll reach out by phone or email if additional details are needed. Once your return is ready, you’ll receive recommendations to minimize tax liability, a DocuSign for signatures, and an invoice for services. After payment and authorization, your return will be filed electronically, and a final copy will be uploaded to SmartVault for secure access.

Business Tax Returns

Accurate accounting is the foundation of every business tax return. I primarily work with QuickBooks and partner only with businesses that have an in-house or contract bookkeeper. If needed, I can provide trusted referrals.

Before year-end, I review your QuickBooks file to ensure financial statements comply with IRS standards and to provide tax planning recommendations that minimize potential liabilities. Once your books are closed, I prepare your return, communicate any additional needs via phone or email, and send completed documents through DocuSign for your review and signature.

After filing, a copy of your return is uploaded to SmartVault for secure access, along with any necessary payment vouchers or journal entries to keep your books aligned with your return.

Need a personalized solution?

We’ll take care of the accounting so you can focus on growing your business. Book your consultation with us today!

Need a personalized solution?

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Bookkeeping Services:

Bookkeeping Services:

  • Small Business Bookkeeping
  • QuickBooks support
  • Business Formation
  • Vendor Management
  • Payroll Solutions

You Dedicated Team:

You Dedicated Team:

  • Full-Charge Bookkeeper
  • Accounting Manager and/or Controller
  • Accounting Software Specialist

Your Accounting Options:

Your Accounting Options:

Full Accrual

  • Including prepaid expenses, accrued expenses, accrued payroll, and deferred revenue

Modified Accrual

  • Including accounts receivable and accounts payable, banking & credit card activity, and payroll

Cash Basis

  • Receipts and disbursement, banking & credit card activity, and payroll

Your Full-Charge Bookkeeper Will Be Responsible For:

  • Daily entry of accounting transactions: vendor bills, customers invoices, bill payments, customers payments and deposits, other disbursement, and withdrawals.
  • Maintaining complete and up-to-date details on all your accounts.
  • Provides daily or weekly reports on critical areas of business management.
  • Manages payroll or works with a third-party payroll provider.
  • Provides a complete recording of gross wages, employer tax, as well as all payroll expenses and liabilities.

Your full-charge bookkeeper is responsible for daily entry of accounting transaction: vendor bills, customers invoices, bill payments, customers payments and deposits, other disbursement and withdrawals. The bookkeeper maintain complete and up-to-date detailed accounts  ledgers and provides daily or weekly reports on these and other critical areas of business management. The bookkeepers either processes payroll or makes payroll entries to record payroll processed by a third-party provider. In either case, payroll entries will Include a complete recording of gross wages, employer  tax and other payroll expenses, and payroll liabilities .

Schedule a consultation now

We will take care of your accounting and administrative services