Professional Overview
Jodi Kelly is a seasoned finance and operations professional with over 25 years of experience in the accounting and healthcare industries. She currently serves as a Consulting CFO within the Client Accounting and Advisory Services practice at CLA (CliftonLarsonAllen), where she leverages her expertise to provide strategic financial guidance and operational insights to a diverse portfolio of clients.
Experience Summary
Current Role
As a Consulting CFO at CLA, Jodi is responsible for providing comprehensive financial management and advisory services to small- and medium-sized businesses. In this role, she partners closely with clients to evaluate their financial performance, optimize their accounting processes, and develop tailored strategies to drive growth and profitability. Jodi's ability to translate complex financial information into actionable insights has earned her a reputation as a trusted advisor to her clients.
Career Progression
Prior to her current role, Jodi held various leadership positions within the accounting and operations functions at All In One Accounting and Anytime Fitness Lakeville. She gained valuable experience as an Enrolled Agent, serving clients through her own firm, Kelly Tax ETC LLC. Jodi's diverse background, which includes roles in medical administration, has enabled her to develop a well-rounded understanding of business operations and the unique challenges faced by organizations across different industries.
Academic Background
Jodi holds the Enrolled Agent designation, which demonstrates her expertise in federal tax matters. She has maintained this credential throughout her career, showcasing her commitment to professional development and staying up-to-date with the latest tax regulations and best practices.
Areas of Expertise
- Financial management and strategic planning
- Accounting process optimization and system implementation
- Compliance and tax advisory
- Operations management and process improvement
- Budgeting, forecasting, and reporting
- Business advisory and client relationship management
Professional Impact
Jodi's strong analytical skills, attention to detail, and ability to communicate complex financial information in a clear and concise manner have been instrumental in driving positive outcomes for her clients. She has a proven track record of helping businesses improve their financial health, streamline their operations, and achieve their strategic goals.
Conclusion
With her extensive experience, technical expertise, and client-centric approach, Jodi Kelly is poised to continue making a meaningful impact within the accounting and advisory services industry. As a Consulting CFO at CLA, she is committed to leveraging her diverse skillset to help organizations navigate the ever-changing business landscape and achieve sustainable success.
