Kelsay Advisory Group

09/03/2026

Optimism among CPA decision-makers about the coming 12 months edges up in the quarterly AICPA and CIMA Economic Outlook Survey.

08/12/2026

📣 We’re Hiring: Part-Time Bookkeeper & Administrative Coordinator

Kelsay Advisory Group is looking for a dependable, detail-oriented professional to support our bookkeeping and day-to-day administrative operations.

Key responsibilities include:

• Bookkeeping and bank reconciliations
• General ledger review
• Month-end reporting
• Payroll processing
• Answering phones
• Scheduling appointments and Zoom calls
• General administrative support

Position details:

📍 Punta Gorda, Florida
🏠 Hybrid position
📅 Monday–Thursday
⏰ 9:00 a.m.–2:00 p.m.
💵 $25 per hour
📈 Opportunity to expand hours

The ideal candidate has previous bookkeeping experience, strong organizational and communication skills, and proficiency with QuickBooks, Microsoft Office, Excel, and Zoom.

Interested candidates should email a résumé and brief introduction outlining their bookkeeping experience, the accounting and payroll systems they have used, and their availability to:

📧 [email protected]

Please share this post with someone who may be a great fit!

Explore expert financial advisory services to enhance your wealth management and investment strategies. Schedule a consultation today!

08/04/2026

We’ve been busy this summer revamping our internal processes to make everything easier for our clients✅

Rolling out our new website where now you can:

🗓️ Book appointments directly online

📰 Read our latest articles

📋 Download our tax checklists and fillable forms

👮 Upload secure documents directly to our team

💴 Easily pay your invoices online

⭐️ Leave us a review

Check out our new website and feel free to leave a review while you’re there:

Explore expert financial advisory services to enhance your wealth management and investment strategies. Schedule a consultation today!

07/28/2026

**Indianapolis Followers**

I'm looking forward to being a speaker at Perspective Financial Group's upcoming Luncheon.

Mark your calendar for Wednesday August 5th from 11am to 1pm @ Maggiano's Little Italy 📅

RSVP to: [email protected] by Friday 07/31

See you there!!!

07/24/2026

🏡 Did you know your home improvement receipts could save you thousands in taxes?

A new roof. An HVAC system. Hardwood floors. A kitchen remodel.

These expenses may increase your home's tax basis and potentially reduce capital gains taxes when you sell—but only if you have the documentation. **Checklist in the comments**

I explain what qualifies as a capital improvement and why saving receipts matters in my latest article.

Keep More with Kelsay™

📖 Read more:

Let's talk about capital gains tax as related to the sale of personal residences. What is it? How do you reduce it?

07/06/2026

https://kelsayadvisorygroup.com/f/understanding-business-vehicle-depreciation-and-the-new-auto-loan

By Kelsay Advisory Group

05/25/2026