Closed now
Closed now
Bookkeeping, Accounts Payable and Receivable, Cash Flow Forecasting, Payroll Processing, Tax Prep & Planning, Consulting, CFO Service, Strategic Planning, Quickbooks Setup, Training and Review
Closed now
J Kelly & Associates Founded on the principle that clients deserve experienced advisors who deliver exceptional value, we provide experiences marked by integrity, honesty, quality, and value. Growth Timeline 2020: Leadership Development Expanded to include leadership development and coaching at individual, group, and executive levels, offering workshops, assessments, and programs for emerging leaders. 2021: Non-Profit Support Added philanthropic development services for non-profits, helping with strategy, mission, vision, and fundraising to achieve long-term goals. 2022: Health Insurance Established an individual health insurance agency licensed in four states (Wisconsin, Minnesota, Iowa, Ohio and South Carolina), assisting clients with Medicare and Marketplace/Affordable Care Act policies during life transitions. 2022: Team Growth Michelle Fellenz joined our team with extensive experience in organizational performance, cultural transformation, staff development, and HR assessment strategies. 2023: Great Rivers Leadership Collaborative Launched this customized learning program featuring: - Best practices from diverse business sectors - Presentations from experienced leaders - Peer cohort learning This collaborative helps participants develop talent and prepare for career advancement.
