Kelly Goodmon

Manager

kelly@ritzholman.com414-390-1184

Kelly Goodmon’s Areas of Expertise

  • Nonprofit Accounting Services
  • Financial Management
  • Accounting and Outsourcing Services

Biography

Kelly Goodmon is an Outsourcing Manager and member of the firm’s outsourcing team. Since joining the firm in 2007, she has focused on outsourcing, financial management and nonprofit auditing. In 2013, she was promoted to lead of the Outsourcing department, where she manages a team of individuals along with nonprofit and for-profit clients. Kelly uses her talents to help our outsourcing clients managing their financial reports and daily financial operations. Her Nonprofit experience is concentrated on:

  • Assist in Preparation of Nonprofit Audits, Reviews and Compilations
  • Preparation of Nonprofit Federal and State Tax Returns (Forms 990 and 1952)
  • Board and Governance Consulting and Training
  • Fiscal Policy and Procedure Consulting
  • Accounting and Bookkeeping Consulting
  • Financial Statement Preparation
  • Federal Grant Compliance and Reporting

Her For-profit experience is concentrated on:

  • Accounting and Bookkeeping Consulting
  • Cash Flow Projections
  • Tax Exemptions and Regulations Advisory
  • Financial Statement Preparation

In her leadership role, she places a strong emphasis on training and educating her team which helps them gain industry knowledge, advance their careers and serve our clients.

Affiliations

Wisconsin Institute of Certified Public Accountants (WICPA)

Education

Bachelor’s Degree in Accounting, University of Wisconsin-Milwaukee

 

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