Shelly enjoys working with small businesses because they are the core of America! She likes tracking the logic and trends in numbers, watching market fluctuations and how business owners adapt and react to changes. Seeing people succeed at what they are passionate about is what she finds most rewarding.
Shellys expertise is in Tax (S-corp, Individual, Schedule C, Partnership, Corporate), General Ledger Accounting/Writeup, Assurance and Corporate Finance. She has worked in a variety of industries including manufacturing, hospitality, medical/dental, not-for-profit/government and professional services.
A Kansas City native, Shelly attended the University of Missouri Kansas City where she earned both a Bachelor of Science in Accounting and a Master of Science in Accounting. She is also a Certified Public Accountant (CPA) licensed in both Kansas and Missouri.
Shelly and her husband have two fur kids, a cat and a dog. A Kansas City Royals baseball fan, she also enjoys running, cooking, hiking, traveling and exploring!