Consulting Accounting, Tax & Advisory Services
Expert accounting, tax, and advisory services for consultants who want to grow profitably, reduce tax, and protect what they’ve built—without losing sleep over cash flow, compliance, or the next big tax bill.
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Consulting Tax & Advisory
Running a consulting business means wearing every hat—CEO, advisor, rainmaker, and, too often, accidental CFO. But when it comes to tax, structuring, and financial clarity, guesswork isn’t a strategy.
We help consulting firm owners take control—minimizing tax, protecting profits, and turning complexity into clear, confident decisions.
From cash flow forecasting to proactive planning, we bring structure—so you can focus on serving clients and scaling your business.
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Consulting Accounting, Tax & Advisory Services
Cash Flow Forecasting
Gain control over unpredictable income with tailored cash flow planning. Know what’s coming in, what’s going out, and how to stay financially stable—no matter the project cycle.
Tax Strategy & Compliance
Reduce your tax bill and avoid surprises with smart structuring and proactive planning. Stay compliant while keeping more of what you earn.
Business Structuring & Asset Protection
Separate business from personal, safeguard your assets, and operate with confidence. The right structure sets the foundation for growth and protection.
Strategic Advisory & Growth Planning
Build more than just a business—build wealth. With expert guidance on pricing, scaling, and succession, your consulting firm becomes a long-term asset, not just a job.
Kelly+Partners Financial Progress System™
At Kelly+Partners, our philosophy is simple: expert advice tailored to your personal, business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.
1. Place
We start by identifying where you are today—then work with you to define clear goals for the next 5, 10, and 20 years.
2. Profile
We map your personal and business finances, wealth position, and succession needs to build a complete picture.
3. Plan
A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.
4. Progress
We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.
+77
Net Promoter Score
Our clients rate us a +77 for service satisfaction, compared to the accounting industry average of +41.
400+
5-Star Reviews
400+ Google reviews and client testimonials speak for themselves. Our goal is to make every client a raving fan.
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Global Office Locations
With a growing network of offices across the USA, Australia, Ireland, Hong Kong, and India—you’re covered.
Locations Across the US
Kelly+Partners is fully cloud-based, allowing us to work with you from anywhere. However, if you prefer an in-person visit, we also have offices in California, Florida, North Carolina, and Texas.
News & Insights
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Podcast
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Client Experiences
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Ready to get started?
It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.