Role and Expertise:
Kelly is an accomplished accountant specializing in business and farm returns. She leads Vesta’s Farm return team and is highly skilled in QuickBooks and Sage. Kelly’s adaptability and enthusiasm for learning new accounting software enable her to continually enhance the services she provides to clients.
Professional Background:
A Sheboygan County native from Plymouth, Kelly earned both her BA and MA in Accounting from UW-Milwaukee. She began her career at a public accounting firm and then served as an internal auditor for a mortgage insurance company. Over her nine years with Vesta, Kelly has transitioned from an Auditor to a General Accountant, mastering various accounting areas. Currently, she is part of Vesta’s Shareholder in Training program, where she shares her extensive knowledge and passion with new team members.
Key Accomplishments:
Kelly’s significant accomplishments include leading Vesta’s Farm return team and becoming proficient in multiple accounting software programs. Her transition from auditing to general accounting has broadened her expertise, allowing her to better serve clients. Her role in the Shareholder in Training program highlights her dedication to mentoring and developing new talent within the firm. Kelly takes pride in using her experience to help people and serve as a valuable resource for her colleagues and clients.
Client Relationships:
Kelly’s extensive background in public accounting and internal auditing has equipped her with the skills to build and maintain strong client relationships. She enjoys identifying how her knowledge can benefit clients and is committed to delivering high-quality service. Kelly’s adaptability and willingness to learn new software ensure she meets clients’ evolving needs effectively.
Personal Interests or Hobbies:
Beyond her professional roles, Kelly is deeply involved in her community, serving on the boards of local non-profits such as Nourish Farms and the Plymouth Education Foundation. She is also a member of the Finance Committee for Glacial Lakes Conservancy. In her free time, Kelly enjoys working on her family’s small cattle farm and maple syrup business. Her personal interests include gardening and weightlifting, reflecting her passion for staying active and connected to her roots.
