back to top

Our Team: Kelly Bartholomew

back to team

As an Associate, Kelly provides a range of accounting services to JDJ clients, including bill paying and expense reporting, credit card and bank account reconciliations, and financial reporting. Kelly joined JDJ in 2022, bringing more than 20 years of experience in accounting, bookkeeping, and administration to her role. She is organized and detail-oriented with strong planning and client service skills, making her a valuable member of the JDJ team. Her clients depend on her for timely, accurate reports and information.

Prior to joining JDJ, Kelly founded a company that provided bookkeeping and financial administration to small businesses across several industries. She managed all aspects of corporate finance for her clients, including accounts payable and receivable, and payroll and benefits administration. She prepared and presented customized financial reporting and analysis. She coordinated with tax accountants and auditors, providing documentation as needed. 

Kelly is pursuing a Bachelor of Science degree in Accounting from Purdue University. She is active in her church, volunteering accounting services and facilitating leadership groups.

 

Contact Us


Questions? Contact us to learn how JDJ can make a difference in your life.

Awards


© 2022 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru