Giving the Greatest Advantages w/ Marie Kelly of Kelly CPA

Marie Kelly, CPA ‘83, after a successful career as an accountant, Marie developed a soft spot for business owners in retirement and now provides a fantastic service to help small business owners.
Today, Marie talks about how her team assists entrepreneurs and provides education for her clients to reap the benefits of the new laws of the land. From taxes to general finances, Marie and her team set up the DIY'ers in business for long-term success. We encourage you to visit kelly-cpa.com and hope you enjoy this week's episode. Thanks and Gig 'em!

Contact: https://kelly-cpa.com/ / (469) 857-0011

hello@kelly-cpa.com

 

 

Timestamps & Show Notes: 

0:00 - 0:37 Intro/ Marie Kelly of Kelly CPA

0:38 - 1:38 Entrepreneurial Run-Down 

1:39 - 2:14 How has TAMU helped in your Business?

2:15 - 3:00 Biggest Challenge (Keeping Cost Down)

3:01 - 3:50 BHAG (Educating Clients)

3:51 - 5:02 Lightning Round (Perfect Client)

5:03 - 5:51 No need worry, you will make it

5:52 - 7:02 What do we not know about you? (Ancestry & Class Prez)

7:03 - 7:45 Aggie Help (Tax help and Education for all)

7:46 - 8:15 Wrap -Up

8:16 - 10:05 Takeaways (Traditions & Helping the DIY’ers)