Kelli has been in the financial services industry for over 10 years, working in public and private accounting. Missing the excitement of business ownership and working with small businesses, she started Belt Accounting & Tax in 2014. Her primary focus areas include business tax preparation, tax planning, and business and tax advising.

Through community involvement, networking, and teaching Kelli goes beyond the norm by connecting with people, building trust, and educating her clients and prospective clients. Kelli is a person who “gets things done” through teamwork, partnerships, and relationships. With a passion and enthusiasm, she loves meeting new people and helping clients succeed in new ways.

In her free time, she enjoys spending time outdoors with her husband and daughter. Whether it’s a trip to the Wisconsin Dells, skiing during the winter, or being out on the boat in the summer, it’s all about relaxing with friends and family.

Patti joined Belt Accounting & Tax in 2014 after working with her daughter Kelli at Maynard & Belt Certified Public Accountants for over six years. Her primary focus with Belt Accounting & Tax is on business and personal tax planning and preparation. She has worked with small and medium-sized business throughout her career and loves interacting with her clients and helping them solve all their tax needs.

In addition to her work with Belt, Patti served as an Accounting Instructor at Waukesha County Technical College for over 25 years and is an active member of the Brookfield Chamber of Commerce.

Outside of work, Patti spends time her time with family and friends and enjoys taking care of her grandkids. In the summer, you can find her on Pewaukee Lake boating, paddle boarding, kayaking, or floating.

Belt Accounting’s designated “Excel Guru” joined the team full-time in 2019 and helps clients in several capacities including business accounting, tax, and payroll services. Kelly helps business owners evaluate, implement, and execute on their strategic plans and financial goals, as well as help assist families and individuals with tax return preparation, filing, and retirement tax planning. Her one piece of advice for those in need of accounting help, “just like Google is not a replacement for a doctor, neither is it a replacement for a GOOD accountant!”

In her free time, she enjoys spending time with her two adult kids, traveling all over (most recently to Thailand), doing puzzles, and reading a good book. Kelly is also passionate about saving dogs by helping to rescue and raise dogs in need of a home.

Certifications:

• Certified Public Accountant (CPA)

Rich has more than 40 years of accounting experience, 20 of which he spent running his own accounting firm. He primarily focuses on the business side of accounting and tax preparation, helping small business clients balance and reconcile accounts, manage cash flow, process payroll, and file tax returns among many other responsibilities. Partnering with local Wisconsin businesses, consulting with clients, and making a difference in their business are just a few of the reasons Rich loves being an accountant.

His hobbies include attending his children’s sporting events, following the state’s biggest sports teams, the Packers, Bucks, and Brewers, as well as any type of travel that you can imagine!

As Administrative Assistant, Karlie keeps the Belt Accounting office running smoothly and Belt clients happy. Behind the operational efficiency and stellar client service she strives for, she loves that the Belt team takes time to have fun with activities like Secret Santa and PJ Day. Although there are many aspects of her job that she enjoys, working with her mom Kelly every day takes the cake!

Karlie spends her free time traveling to as many countries and states as possible. When the weather is nice, you’ll find her hiking and enjoying the great outdoors.

Dona uses her tip-top organizational skills and service expertise to manage the Belt Accounting office and front desk operations. She joined our team as an Administrative Assistant in January 2022. When tax season comes along, she’ll be the first one to give you a big smile!

Outside of work, Dona enjoys making and decorating sugar cookies, spending time with family and friends, and playing with “grand puppy.”

Katie is an Accountant joining the Belt team in February 2022 with an Associate’s Degree from MATC in business.  Her favorite holiday is Halloween, which also happens to be her birthday. She Likes to spend time playing video games, going to music festivals, traveling and hanging out with family. She moonlights as a social media content manager for a Canadian band called Adventure Club.

Katie also enjoys the outdoors whether it’s camping or hiking…and she probably has the world’s lowest blood pressure because she’s always chill and never lets anything get to her!

Zoe is one of the most flexible team members at Belt Accounting, both literally and figuratively! She joined us as Payroll Clerk in 2022 while she pursues her education to become a Doctor of Physical Therapy. She loves that she gets to work with great mentors alongside friends Karlie and Rebecca.

After work, you might find her at a Crossfit gym, a yoga studio, or a concert, or maybe in front of the TV with Karlie, Rebecca, and her favorite pug.

Certifications:

• Certified Yoga Instructor (great for tax-season stress!)

Rebecca joined Belt Accounting in 2022–and getting hired is her favorite Belt memory so far! She lends her knack for tiny details and smooth processes as our Payroll Clerk. One of the best parts of her job is getting to work with her roommates.

After the workday is done, she enjoys cooking, baking, exercising, and catching up on her favorite TV shows along with her friends/roommates/coworkers, Karlie and Zoe.

Our friendly Yellow Lab, Rustler has become a favorite employee for many of our clients. His primary responsibilities consist of greeting clients as they walk in the office, helping boost employee morale during the busy tax season, and napping during important client meetings.

When not entertaining clients at the office, Rustler loves visiting doggy daycare, playing fetch with his family, and being on the lake during the summer.