free consultation (970) 470-3585
Providing Fractional CFO and Accounting services customized to meet your small business and project-based financial needs including:
-Strategic Advisory Services
-Budgeting and Forecasting
-Financial Modeling
-Accounting Services
-Tax Planning and Preparation
Kelly has over 25 years of experience in strategic financial planning, budgeting and forecasting, financial reporting and analysis, and financial modeling, including business valuations. She began her Remote Fractional CFO business in October of 2022 upon returning to the states from a two-year period volunteering at Cortez Dog Rescue in Baja, MX.
Prior to starting her own business, she gained 20 years of Ski Resort and Hospitality industry experience including as Vice President of Finance, Steamboat Ski and Resort Corp. (Alterra Mountain Company and Intrawest Corporation), Senior Vice President of Finance, Copper Mountain Resort (Powdr Corporation) and Vice President of Operations, Copper Mountain Resort (Intrawest Corporation).
She gained her first "official" experience with Price Waterhouse Coopers in Boston, MA as an Audit Senior Accountant and then in Denver, CO as a Litigation Support Analyst after graduating Magna Cum Laude from Boston College, Carroll Scholl of Management. However, she believes her passion for all things business began at age 13 while working side by side with her dad in his Army and Navy business in Kingston, PA. Kelly holds her CPA license (currently inactive) and was a practicing CPA for 24 years.
In her spare time, Kelly enjoys practicing yoga and meditation, exploring the landscape and culture of Baja, MX with her husband Ryan, and spoiling their rescue dogs, from Colorado and the Baja, Tiger and Lupita.
"As a business owner, working with Kelly as my fractional CFO has provided me so much ease. Kelly has a wide range of expertise - helping us not only manage our day-to-day finances but also able to provide full support with our tax strategy and filings and business valuations and sales. I've never met a financial problem that Kelly couldn't solve, and her rock-solid abilities make it possible for me to focus on the parts of my business that I love the most. I highly recommend having Kelly on your team! "
- Laura Rust, Owner, Out Here Yoga and Fresh Tracks Consulting, Steamboat Springs, CO
"Kelly has been an invaluable asset to SkyGOAT, helping us navigate financial strategy, budgeting, and forecasting with clarity and confidence. Her expertise and insights have allowed us to make smarter business decisions and set a strong foundation for growth. I highly recommend her to any business looking for a knowledgeable and strategic financial partner."
- Ram Mikulas, Owner, SkyGOAT outdoor apparel. Dillon, CO.
"Kelly is brilliant in every way. She shows up with clarity, integrity, and kindness. She makes challenging tasks for me seem easy and joyful for her. I feel so supported in my business through working with Kelly. She brings big business experience to small businesses and I am so grateful. "
- Nancy Perry, Co-Owner, Valor Wellness Studio, Houston, TX.
Contact me today for your free consultation!
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