Jana Kelly

Partner at Crowe LLP

Speaker

Jana specializes in providing client accounting services for corporations, non-profit entities, partnerships, and closely held businesses in a variety of industries.

She builds strong relationships with her clients by partnering with them in accounting areas while also bringing her tax expertise to the engagement. Her holistic approach managing the goal of consistent financial statement reporting as well as understanding useful tax considerations is an added value her clients sincerely appreciate.

Jana’s experience includes a wide variety of services such as compliance reporting, compilations, accounts receivable, accounts payable, sales tax reporting, payroll integration and month-end close. Process and procedure improvement is an area where she has consistently served her clients throughout her professional career. Her analytic approach to the analysis of the needs of her clients helps to quickly assess the accounting process and provide a plan for that suits the needs of her clients.

Jana’s team serves clients across various industries: Automotive Dealerships, Digital Assets, Ecommerce, Energy, Healthcare, Hospitality/Restaurants, Investment, Legal and Professional Services, Life Sciences, Manufacturing/Distribution, Non-Profits, Oil/Gas, Real Estate, Retail, Technology, Media, Telecom and Construction.

Client Focus Expertise/Service:

• Client Outsourced Accounting Services
• Accounting and Business Consulting
• Regulatory Compliance Consulting
• Full back-office accounting outsourcing
• Accounting software implementation
• Managing the month-end close process
• ERP system support
• Management reporting
• Process improvement and automation
• Accounting staff augmentation
• Information Returns
• Employee Retention Credit

Education:

Bachelor of Science, Mathematics, Auburn University | Auburn, AL

Certified Public Accountant (CPA) | Texas

American Institute of Certified Public Accountants

Texas Association of Certified Public Accountants

Awards & Recognition:

Consulting Magazine, Women Leaders in Technology 2023