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Shareholder
CBIZ
Kelly has more than 20 years of experience in public accounting. He began his career working in Dallas, TX with a Big 4 Accounting Firm and focused on alternative investment and private equity funds, real estate, banking and insurance clients. He moved to the Salt Lake City market in 2012 and has served clients in the Employee Benefit Plans, Not-for-Profit, Construction, Auto Dealerships, Manufacturing and Distribution and Financial Services industries.
Kelly has extensive expertise with employee benefit plan audits, financial statement audits, financial statement reviews, and valuation engagements.
Kelly holds both a Bachelor's and Master's in Accounting from Brigham Young University.
