Kelly is a director with Baker Tilly US, LLP and has been with the firm for more than 15 years. Her primary focus has been providing services to meet the needs of health care and not-for-profit clients.
- Provides services to clients in the healthcare industry (mental health/intellectual disabilities service providers; Federally Qualified Health Centers (FQHC); long-term care facilities; hospitals; hospice/home health organizations)
- Performs employee benefit plans audits
- Audits, reviews, compiles and forecasts financial statements
- Prepares and analyzes Medicare and Medicaid cost reports
- Performs tax preparation services
- Assists clients with CCRC (Continuing Care Retirement Community) designation
- Performs benchmarking analyses
- Provides operational reviews
- Provides general consulting and accounting services
- Participates in speaking engagements relative to healthcare and not-for-profit audit issues
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Healthcare Financial Management Association (HFMA) (Audit Committee Member)
- LeadingAge PA
Location
New Castle, PA
Education
Westminster College (New Wilmington, Pennsylvania)
Bachelor of Science in accounting