About
Kelly Koteles has over 15 years of experience working with over 60 different Industries in the small business area.
Kelly graduated from Kent State University as a Presidential Scholar in 2007, where she has three degrees: a B.S. in German Translation, a B.A. in International Relations, and a B.B.A. in Accounting (with a minor in International Business). She then followed this up with a MBA from Cleveland State University. In addition to being fluent in German, she is also fluent in French and Swiss German, and can understand a handful of several other languages, including legalese. She is CPA eligible and is working on her EA designation.
When not playing with numbers and speaking in other languages, Kelly enjoys spending time with her husband, son, and daughter. They have 4 cats and a garden that love care and attention as well. When by herself and in her spare time (ha!) Kelly loves to read fiction, non-fiction, and work on various cross stitch projects.
Our Values
Commitment
- Bringing meaningful strategies and ideas to clients and their businesses.
- Setting clear and concise goals for both our service and clients’ growth.
- Providing you with the best experience possible.
- Challenging the status quo to maintain excellence and innovation.
Balance
- Bringing clients’ needs and our services together in a way that is best for both parties.
- Taking advantage of opportunities while minimizing risk.
- Utilizing integrity to serve clients with pride and respect.
Service
- Providing verbal and written communication that is concise, thoughtful and effective.
- Deliver on commitments and promises made to clients in a timely and professional manner.
- Investigating process improvements and applying them to performance.
Behind the ‘Breithorn’ Name
Testimonials
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