David Kelly from Kelly & Associates, LLP

David Kelly

Kelly & Associates, LLP

Products & Services
We are a CPA firm offering tax, accounting & business consulting services for the closely held business. We know & understand small business! We u...
A smart, flexible, realistic budget is the backbone of your business. Kelly & Associates, LLP offers budgeting services to business owners in the E...
Kelly & Associates, LLP can help you plan, execute, and streamline mergers and acquisitions—you can count on our experience to help you succeed. Se...
Recommendations Given (18)
"We have used Sharkeye for over 20 years. Always excellent, reliable, friendly service! -Dave Kelly"
"Very knowledgeable & experienced."
Recent Activity

David from Kelly & Associates, LLP Answered this on June 04, 2020
This has run now for 2 weeks, with approx= 140 answers. Shouldn't this be enough by now? I hope the person asking received enough good information. (more) This has run now for 2 weeks, with approx= 140 answers. Shouldn't this be enough by now? I hope the person asking received enough good information.

David from Kelly & Associates, LLP Answered this on March 05, 2020
Managing accounts payable? for who,  the firm's payables or the client's payables? I'd suggest waiting until after 4/15 oin any event due to tax season. (more) Managing accounts payable? for who,  the firm's payables or the client's payables? I'd suggest waiting until after 4/15 oin any event due to tax season.

David from Kelly & Associates, LLP Answered this on February 13, 2020
My main questions (with no extra thought/meaning behind each): How reliable was the referral source, & track record? Would the referral vouch for you? Did you all have the same specs, so it would be apples & apples? Maybe you were educating the prospect, & they saw what they could do for... (more) My main questions (with no extra thought/meaning behind each): How reliable was the referral source, & track record? Would the referral vouch for you? Did you all have the same specs, so it would be apples & apples? Maybe you were educating the prospect, & they saw what they could do for themselves? Sometimes, on reflection, a prospect determines that they want to go a different way. I've done that at times, myself. Of course, as a courtesy, they could tell you so. Consider sending a letter, thanking them for the opportunity & maybe ask if there's more you can do? More Q & A, etc. Of course, only the prospect really knows, right?

David from Kelly & Associates, LLP Answered this on September 13, 2019
I'd agree with the others. I'd also say to give them a career path. It may cause you to refine your own vision for your business. Maybe if they're a a star, set up an equity plan for them with you and/or a profit-sharing plan. (more) I'd agree with the others. I'd also say to give them a career path. It may cause you to refine your own vision for your business. Maybe if they're a a star, set up an equity plan for them with you and/or a profit-sharing plan.

David from Kelly & Associates, LLP Answered this on August 02, 2019
Yes, due to lack of integrity, or bad attitude. (more) Yes, due to lack of integrity, or bad attitude.

David from Kelly & Associates, LLP Answered this on August 02, 2019
I've been to a conference in Canada. One presenter from US had his hand-out materials delayed by Canadian customs. As to Chile, check with the Chilean consulate near you for details. Perhaps the Expo sponsor can give details? (more) I've been to a conference in Canada. One presenter from US had his hand-out materials delayed by Canadian customs. As to Chile, check with the Chilean consulate near you for details. Perhaps the Expo sponsor can give details?

David from Kelly & Associates, LLP Answered this on August 02, 2019
What's your longevity? If short, it may work. I took out an equity line on my mother's house to pay for her care. I thought she had about 4 or 5 years to go at the most, based on doctor comments. It was 10 years later before she passed. It was paid off in the probate sale. (more) What's your longevity? If short, it may work. I took out an equity line on my mother's house to pay for her care. I thought she had about 4 or 5 years to go at the most, based on doctor comments. It was 10 years later before she passed. It was paid off in the probate sale.

David from Kelly & Associates, LLP Answered this on June 14, 2019
Low price should be a fair price. Your competency deserves it. We have remodeled our home on several different occasions over the last few decades. I relied on the architect or design guru to help us find & screen the right contractor. My wife has to deal with the contractor during the week, so... (more) Low price should be a fair price. Your competency deserves it. We have remodeled our home on several different occasions over the last few decades. I relied on the architect or design guru to help us find & screen the right contractor. My wife has to deal with the contractor during the week, so that person needs to be willing to hear her views. She's fair but has experience, so no double-talk. We want a good, AIA -type contract form. Good on-site work habits & competency. That said, we will give out referrals, & so will the design people we use.

David from Kelly & Associates, LLP Answered this on March 15, 2019
Never, no way!! Your reputation is the only real asset you have. If you can't do business the right way, get out.If you do not have the needed capital, wait until you do before entering business. And cheating will burn you in the long-run, just like with these celebs. Life is too short. (more) Never, no way!! Your reputation is the only real asset you have. If you can't do business the right way, get out.If you do not have the needed capital, wait until you do before entering business. And cheating will burn you in the long-run, just like with these celebs. Life is too short.
1 Reply

David from Kelly & Associates, LLP Answered this on January 30, 2019
VOIP (more) VOIP

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