Kelly Rolfe Financial Services is a company dedicated to improving the financial position of the people we serve.
Established in 2005, Kelly Rolfe Financial Services specializes in Small Business accounting and consumer Tax Preparation. We offer a full range of financial services that includes Accounting, Tax Preparation, Financial and Business Consulting. We provide professional, accurate, and reliable financial services and are committed to providing close, personal attention to our clients. We believe in the value of relationships and therefore view every client relationship as a partnership, and truly believe that our success is a result of your success.
We are committed to deliver the highest standards of financial services. Our goal is to help you grow your business, minimize taxes and recognize maximum profitability by composing a plan to meet the specific needs of your business. We pride ourselves on providing sound advice, superior service and a commitment to our client’s success.
We pride ourselves in delivering professional service, expert advice and the maximum return. We're here to serve you throughout the year:
Specialty tax areas are:
- Sole Proprietor, Schedule C
- Partnership, 1065
- Corporate, 1120 & 1120s
We specialize in Accounting Services for
Non-Profit Organizations and Churches.
On-call financial consultant
Pay client bills and make deposits
Collections: Send out monthly invoices to billable vendors/clients
Payroll: Prepare complete payroll services
Tax Returns: Prepare personal and business tax return
Update & produce financial statements
Update the financial position of their business
Quick Books and Excel: Computerized accounting and software assistance
Kimberly Kelly-Rolfe… Speaker, coach and radio host that “kicks your assets into shape‿! A captivating Financial & Business speaker and strategist with over 15 years of experience in financial services. She’s on a mission to improve the financial position of audiences across the country. Her transformational message reaches into your soul to pull out the best in you, inspiring action in your life to achieve maximum success. Kimberly is not your average financial speaker simply teaching a few money management principles. She’ll help you discover your purpose, learn to produce assets and kick them into shape! Call (888) 888-3332.
Kelly Rolfe Financial Services is a Certified Enrollment Entity (CEE#IIEIADIJHB) for Covered California