See what our clients are saying

Bill Kelly came into our business as a consultant with no specific background in selling high-end USA-made guitars. Still, his enormous value was immediately felt in several ways. First, his background as both CEO and CFO means
he has a very high-level understanding of both sales and operations. His contributions bridging the gap between both sides of the team were amazing and helpful still today after his departure.

Secondly, we felt blessed that he is a shrewd evaluator of talent. He made gutsy personnel moves that others in his position more than likely might have avoided, because he did what was best for our business. We still feel the positive effects to this day from Bill taking the challenge of calibrating who was best suited to stay on board.

Thirdly, Bill Kelly’s winning attitude can be characterized as highly focused and caring. The beauty of Bill’s approach is that he gets the team to focus on victory, while being personable and intuitive to the point where you feel at home talking with him about personal facets of life, as well.

In sum, Bill Kelly is a dynamic, cross-trained consultant whose enthusiasm is outweighed only by his humility. He is an amazing, unassuming consultant whose impact will be quickly felt in extremely positive ways. Rock on, Bill, and Thanks for Everything!
— Doug Diamond
I initially brought Bill on to work with me in a consultative CFO role. Being on the opposite coast from Bill had me a little hesitant at first but after months of working together, I have never once felt the time difference or the miles between us. Bringing Bill up to speed on my business, our issues and our future goals was seamless and took little time before he was making sound recommendations. Bill not only provided me with CFO insights but has also helped me focus my time on areas where my business needs it most. Bill has provided me with strategic financial planning along with in-depth spreadsheets and educational documentation and support for my staff. I now have short term and long term views of my business which enables me to plan my businesses future more strategically. Bill’s had an incredibly positive impact on my business, even down to the bottom line. His personable demeanor, integrity and exceptional insight make him an absolute pleasure to work with.
— Hayley Byer -Verge Creative Group
I first met Bill when he interviewed me about working with one of his clients. I was immediately impressed by two, often contradictory, characteristics. First, he was extraordinarily personable, putting me at ease immediately even though I was late to the meeting. Second, he was extraordinarily organized. He had a list of issues and questions he addressed systematically and thoroughly. He followed up on vague answers, asked for elaboration, and ensured that he understood my answers before going on to the next issue. When I had the opportunity to work with him, I also learned that he was decisive and able to make decisions rapidly and accurately. In my experience, it is rare for someone to have all three of these attributes – an engaging personality, data collection and analysis, and decision-making.

The longer I worked with Bill, the more my admiration grew. Though he admitted to previously being unfamiliar with my field, his efforts retrieved $900,000+ from the insurance carrier. And he developed the vocabulary with amazing speed. I always did my best work for Bill – as did everyone who worked with him. In every interaction, I knew I needed to be prepared for detailed questions but I also knew that he genuinely wanted me to succeed. And, therein lies the key to any management success.
— Susan Silberman
Working with Bill Kelly has made the start-up phase of Goofy Foot Foods painless. Bill’s ability to communicate our vision into dollars and cents has been invaluable. We feel poised for success and, with a little hand holding from Bill, now have the confidence to move forward on a clear path.
— Goofy Foot Foods
Bill helped my ex-wife and me navigate through the difficult task of dividing our assets due to our divorce. His ability to listen to both sides and clearly explain our financial picture to us was instrumental in our coming to an agreement in short order. His level-headed approach allowed us to keep our emotions in check & just concentrate on the task at hand.
— TP
Bill has worked with us to create financial reports such as annual budgets, project proformas & cash flows. In addition, he has helped us with insurance, bonding & project financing. Bill’s a pleasure to work with.
— Carolann - Serosun Farms