Our accounting and tax experts partner with entrepreneurs to eliminate their fears

(and ensure they sleep better at night)

Kimberly Burkett, CPA, MAcc

Experienced CPA with 20+ Years in Accounting, Specializing in Small Business Tax & Consulting

Kimberly has worked in accounting since 2001. She started as a bookkeeper for a small independent auto dealership and later graduated Magna Cum Lude with BA in accounting from Fort Lewis College in Durango, Colorado. She continued her education by earning a Master of Accounting from The University of Alabama Birmingham and she has been a licensed Certified Public Accountant in Colorado since 2011.

She has worked for multiple public accounting firms providing tax, bookkeeping, compilation and consulting services. She has served as controller of multi-million-dollar companies including one she assisted in positioning for a successful sale

Her wide-ranging experience gives her the knowledge and skillset to assist a variety of small businesses with their tax and accounting needs. Providing highly reliable communication, trust and dedicated service is most important to her.

Education is in her DNA with multiple teachers and coaches in her family, her parents both being retired teachers. She truly enjoys the aspect of sharing her knowledge and finding ways to contribute to her clients and team.

Life outside and off the internet: Spending time with her two pups, two horses and hitting bike trails in the mountains.

Our Values for Business and Life…

Transparency


Say it plain. We don’t overcomplicate or oversell, our goal is to keep things as crystal clear as possible, so everyone is on the same page. This is a safe, surprise-free zone. Although you may be surprised by the amount of money you save tax planning.


 

Respect


We don’t talk over people’s heads, nor do we talk down. Our skillset is specialized, we’d never expect clients to intuitively understand the nuances of our profession. We’re here to encourage success, not stifle it.


Curiosity


We do tend to pry. We ask a lot of questions to understand our clients, so we plan and decision-make accordingly. Being nosy helps us catch errors before they’re problems, and helps us seize opportunities to save.

 

Inspire Change


Numbers can be scary which is why we love demystifying them. With the boogeyman out of the closet, clients make informed decisions and act on their own behalf. This is how we change lives.


Joy


Go outside, hit the road, get out of cell service. Whatever makes you happy, your money and time should afford you that.

Meet Our Team