ACCOUNTING  |  TAX  |  CONSULTING

Kari and Kelly are a breath of fresh air, open-minded and a pleasure to work with. We were impressed with their dedication to understanding our specific industry requirements, being an international & multi-state organization. Our requirements ranged from financial statements to tax planning / preparation as well as HR support. They are on top of deliverables and their proactive approach is laudable.

Kari and Kelly delivered beyond our expectations. Our requirements ranged from financial statements to tax planning / preparation for an international, multi-state business.  Their dedication to understanding our specific industry requirements and their proactive approach is impressive. They are enjoyable to work with and made themselves available at all times.

Kari, Kelly & Team, have provided First Class service for both my personal and professional accounting needs for many years. When we purchased a family business, they stepped in and helped clean up the entire accounting process from daily processing through monthly closings and year-end financial and tax reporting. Our business tripled over a three year period and they were right by our side the entire time guiding us with solid financial direction and supplying increasing support. We sold our business to a large, privately held company, that did an extensive due diligence and deep dive into our entire financial process, thanks to Kari & Kelly, we passed with flying colors and were able to maximize our net  proceeds. Six months after the close, we received our final payment with zero adjustments, which further demonstrated the skill, discipline and financial acumen that the team at O & D employed throughout the entire event. Kari & Kelly continue to provide financial services for my family. They are an absolute pleasure to work with. A true business partner.

For years, you and your firm have been preparing our tax returns, including for the State of Illinois, the Federal government and a family foundation-State and Federal as well. No matter what questions we’ve had, no matter how late we have given you the tax preparation materials needed to prepare the returns, nor what changes there have been in the tax regulations, you have always come through for us. The returns have consistently been prepared for filing on time. And, they have been error-free. It’s as if we put the materials into a big black box and, voila, out they come, ready to mail. You also send notes reminding us to submit the estimated taxes on time.

Another aspect of the service you provide is the courtesy, kindness and understanding that accompanies your work. It is always a real pleasure to work with you and your staff. Kelly, thank you very much for all that you do to make our lives easier.

Kari and Kelly are amazing accountants. They have been servicing our company for the past four years. We can always count on their firm to handle anything we need advice on – from expertise about our contractors’ QuickBooks accounting to precise personal and business tax returns. They are there for us every step of the way and provide sound advice no matter if it’s tax season or any other day of the year.

We enjoy working with Kelly and Kari and trust them completely with all of our accounting needs. We would highly recommend their firm to anyone looking for personal or professional accounting services.