Kelli Loo CPA

Kelli Loo CPA is a solo certified public accountancy practice. The owner says she prefers a friendly, ongoing relationship over a single annual conversation, and wants clients to plan ahead instead of only looking back.

What Kelli Loo CPA offers

• Income tax services — returns for creative businesses and their owners.
• Tax advice — forward-looking guidance on growth.
• Team collaboration — working directly with a client's staff and owners.
• Advisory role — the CPA presents the qualification as knowledge used to advise clients on where their business is heading.

Who it works with

Creative businesses and the people who own them. The practice bases its work on the value it brings to the client and sees the relationship as a partnership rather than a formality. Fees are set around the value delivered to the client.

Key facts

• Credentials: certified public accountant
• Approach: proactive, relationship-based