Patty Kelly

Patty Kelly

Patty Kelly, CPA, CMA, serves as Manager of Accounting. Her responsibilities include oversight of all client accounting as well as BCFS firm accounting. She also liaises with our tax preparation accounting firms on all client income tax preparation and issues. Patty’s financial background includes public accounting as an audit and tax professional as well as corporate accounting and financial management in telecommunications, real estate, and venture capital investments. Patty is a graduate of Manchester University in Indiana with a B.S. degree in Accounting and Finance. She maintains active licenses as a Certified Public Accountant and a Certified Management Accountant.

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