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Kelsey Lewis, CPA

CPA, Owner at Arrow Advisory, LLC

Kelsey Lewis is a Certified Public Accountant (CPA) currently working at Arrow Advisory Group, LLC.1 She has been with the company since October 2018, serving in this role for approximately 6 years.1

Professional Background

Prior to her current position, Kelsey was associated with Lewis & Harrison CPA Group, Inc.1 This experience likely contributed to her diverse background in accounting and financial services.

Qualifications and Expertise

Kelsey holds several professional certifications:

  • Certified Public Accountant (CPA)2
  • Certified Divorce Financial Analyst (CDFA)

These credentials demonstrate her expertise in accounting, taxation, and financial analysis, particularly in the context of divorce proceedings.

Location and Practice

Kelsey Lewis is based in Oregon, specifically providing services to clients in and around Portland.23 She is licensed to practice as a CPA in the state of Oregon, meeting all the necessary requirements for licensure in that jurisdiction.3

Education

Kelsey holds a Bachelor of Science degree in Business Administration from Charles Schwab. This educational background has likely provided her with a strong foundation in business principles and practices.

Additional Information

As a small business specialist, Kelsey has been featured in podcasts discussing end-of-year planning for small businesses.4 This suggests she has particular expertise in advising small business owners on financial matters and tax planning.

Kelsey is also a mother of two, balancing her professional career with family life.4 Her role as a co-owner of Arrow Advisory Group indicates her entrepreneurial spirit and leadership within the firm.4

Highlights

Small Business End-of-Year Planning with Kelsey Lewis, CPA

Related Questions

What services does Arrow Advisory Group, LLC offer?
How did Kelsey Lewis transition from Lewis & Harrison CPA Group to Arrow Advisory Group?
What are some client reviews for Kelsey Lewis?
What is Kelsey Lewis's educational background?
How does Kelsey Lewis balance her career and family life?
Kelsey Lewis, CPA
Kelsey Lewis, CPA, photo 1
Kelsey Lewis, CPA, photo 2
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Experience

CPA, Owner at Arrow Advisory, LLC
CPA, Owner at Lewis & Harrison CPA Group, Inc.; District Sales Manager, Office & Account-based at Eli Lilly; Area Sales Trainer at Eli Lilly; Sr. Sales Representative at Eli Lilly; Account Executive at Portland Tribune

Education

Post-Baccalaureate in Accounting, Portland State University School of Business, 2011 - 2012; B.S. in Business Administration: Finance and Marketing, University of Oregon - Charles H. Lundquist College of Business, 1999 - 2003

Location

Bend, Oregon, United States