Your Trusted Accounting Firm

Whether you're a business owner or the head of a household, accounting is crucial to your economic success. However, it can be challenging to dedicate the time and attention that your financial tasks deserve. At Kelly and Associates CPA, we provide excellent tax and accounting services aimed at helping you achieve your economic goals.

For years, we've served high-net-worth individuals and businesses in Ventura, Los Angeles County, and nationwide. We take a personalized approach to accounting that focuses on adjusting our offerings to meet your unique needs. If you're looking for a skilled CPA that is constantly looking out for your best interests, we're the people for you.

Our team can't wait to start a professional relationship you can depend on time and time again. Contact us today to schedule your consultation!

Call Us: 805-650-9733 Book a Consultation

Our Personalized Tax & Accounting Services

Are you planning on retiring soon? Do you want to expand your company's operations into another city or state? We'll sit down with you during your initial consultation to analyze your past tax returns and current financial status to determine how close you are to reaching your goals. Regardless of your progress, we'll leverage our services to put you in the best economic position possible.

Our accounting services include, but are not limited to:

• Family Office Accounting
• Outsourced Accounting
• Business Tax Preparation
• Individual Tax Preparation
• Part-Time CFO Services
• Payroll Services
• Cash Flow Management
• New Business Formation
• QuickBooks® Services

Skilled & Experienced Family Office Accounting

A hallmark of Kelly and Associates CPA is our family office accounting. We've spent years helping high-net-worth individuals and their families turn their accounting from a headache to a strength. Our accountants pride themselves on balancing the relationship between your business and personal assets.

From paying your bills to budgeting, we can help take the hassle out of accounting responsibilities. Communication is one of our best features, and our team will give you status updates about any potential red flags, like inconsistent numbers between accounts. Additionally, we're more than happy to answer questions about our family office accounting so that you're always fully informed about our operations.

A CPA Team You Can Trust

At Kelly and Associates CPA, we're passionate about giving you the tax and accounting support you need to succeed. Whether you're the owner of a Small Business or a high-net-worth individual, we'll bring a wealth of financial and industry experience to your corner. Contact our accountants today to schedule your consultation and gain a tax and accounting partner for life!

Call Us: 805-650-9733 Book a Consultation