Kelly Jo Davidson

Kyla Keyport

Dan Richardson Jr.

Kelly Jo worked in corporate finance, taught accounting at the bachelor and graduate levels, and then opened her own firm in 2010.   

She is an MBA, CPA, and MSA.  

Dan started as a part time bookkeeper in 2016, but moved to tax preparation in 2017.  He is working toward the Enrolled Agent certification.  

Dan has a BS in Finance and has started a Masters in Accounting.

Kyla has been with us since 2010 in various capacity.  

Currently, she is our Payroll Clerk and is pursuing certification.  

Our Staff is small, but consists of some amazing talent!  

In addition to our core team, we are supported by a few seasonal support team members.