How We Can Work Together
Strategic Support for Business Owners Ready to Grow
How We Can Work Together
Strategic Support for Business Owners Ready to Grow
1:1 Financial Consulting
Personalized Guidance to Help You Gain Clarity, Control, and Confidence
If you're feeling overwhelmed by your numbers or unsure about your next move, one-on-one consulting offers the focused support you need. Together, we’ll dig into your current situation, uncover opportunities, and create a clear, customized plan to help you meet your business and financial goals.
Whether you're cleaning up your books, planning for growth, or navigating complex decisions, I’ll meet you where you are and help you move forward strategically and confidently. This is your time to get expert eyes on your business and the clarity you’ve been looking for.
Speaking Engagements
Dynamic Financial Education, Customized for Your Audience
Looking for an engaging speaker who can break down complex financial topics in a clear and relatable way? I provide tailored speaking sessions for industry groups, continuing education programs, business associations, and company events. From quick lunch-and-learns to conference keynotes, each presentation is built to meet the needs of your specific audience.
With years of experience speaking at local and national levels, I bring both expertise and energy to every talk. Whether your group needs practical takeaways, high-level insight, or a fresh perspective on business finance, I’m here to deliver.
Mastermind Group
A Strategic Space to Work on Your Business, Not Just in It
Running a business can feel lonely but it doesn’t have to. In this monthly mastermind, you’ll join a small group of driven entrepreneurs for structured Zoom sessions where we focus on growth, accountability, and clarity. Each session is guided by me and built around a key business or financial topic, with plenty of time for discussion, feedback, and sharing.
This is more than networking, it’s dedicated time to think strategically and move your business forward with the support of others who get it. If you’re ready to show up consistently, contribute meaningfully, and grow together, this is for you.
Live Courses
Hands-On Learning for Business Owners Who Want to Understand Their Numbers
Whether you're just getting started or want to sharpen your financial skills, these in-person and virtual courses are designed with small business owners in mind. We’ll cover real-world topics like budgeting, tax planning, pricing strategies, and more all explained in a way that actually makes sense. With small group sizes, you’ll benefit from direct guidance as well as the shared experiences and questions of other business owners in the room.
Each session is focused, interactive, and built to leave you with practical tools you can implement right away. If you're ready to grow your financial knowledge and confidence in a collaborative setting, this is a great place to begin.
"Kelly has a unique ability to make financial concepts actually make sense and even fun."
Jessica H.
Ready to Take the Next Step?
Whether you’re looking for clarity, strategy and community, I’m here to help you move forward with confidence.
Let’s find the right support for you and your business.
Ready to Take the Next Step?
Whether you’re looking for clarity, strategy and community, I’m here to help you move forward with confidence.
Let’s find the right support for you and your business.
Where strategy meets personality and your finances finally make sense.
© Copyright 2025 Kelly Ward, CPA. All rights reserved.
Website Design by the Brand LAB Team
Ready to Take the Next Step?
Whether you’re looking for Clarity, Strategy and community, I’m here to help you move forward with confidence.
Let’s find the right support for you and your business.
Where strategy meets personality and your finances finally makes sense.
Explore
HOME
WHO IS KELLY?
SERVICES
CONTACT