(310) 910-0002
info@kellyrolfe.com

About Us

Our Vision

Kelly Rolfe Financial Services is a company dedicated to improving the financial position of the people we serve.

Company Overview

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.

Taxes

TAXES

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

  • Personal Tax Returns
  • Business Tax Returns, including
  • Tax Planning
  • Tax Shelters.

Accounting

ACCOUNTING

We specialize in Accounting Services for 

Small Businesses,  

Non-Profit Organizations and Churches. 

Accounting Services
  • Bill Pay
  • Bookkeeping
  • Budget Construction & Management
  • Financial Reporting
  • Financial Statements
  • Fund Accounting
  • Payroll
Below, please find a general client ‘To-Do’ overview:

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

Bootcamps

BOOTCAMP
BOOK KIMBERLY FOR YOUR Conferences Seminars & Retreats

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.



Our Address

9800 S. La Cienega Blvd
Suite 310
Los Angeles, CA  90301
 
 
(310) 910-0002
 
 

Contact our office for
Enrollment Assistance

Kelly Rolfe Financial Services is a Certified Enrollment Entity (CEE#IIEIADIJHB) for  Covered California