“I aspire to become a trusted advisor. My clients success is important to me and I will do what I can to identify opportunities and assist them in achieving their goals. I want to develop long-term relationships and friendships with my clients and work with them in every aspect of their business.”
Experience and Expertise
Kelli has been serving clients for more than 7 years, each of those with Shannon & Associates. Since joining the firm, she has worked closely with clients on audit, tax and various accounting issues. Kelli’s primary fields of expertise include financial and retirement plan audits – both for privately held business and nonprofit agencies.
Whether it is audit, tax, internal controls, or accounting services her clients rely on her to look out for their best interests, and deliver services that meet their needs and exceed their expectations.
Kelli likes to look ahead and anticipate her clients’ future needs. To better serve her clients, Kelli likes to become familiar with all aspects of the business and understand ownership goals. She likes to tour the facilities and meet key personnel. This helps her truly understand the business.
Certifications, Memberships, and Involvement
- Washington Society of Certified Public Accountants (WSCPA), member
- The American Institute of Certified Public Accountants (AICPA), member
- Bachelor of Science in Accounting (Central Washington University)
- Bachelor of Science in Business (Central Washington University)
When not in the office, you’ll find Kelli…
…at home in Puyallup with her husband Sonny, cats Bear & Mika, camping, gardening, and traveling.