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Kelsey Lewis, CPA
CPA, Owner at Arrow Advisory, LLC
Kelsey Lewis is a Certified Public Accountant (CPA) currently working at Arrow Advisory Group, LLC.1 She has been with the company since October 2018, serving in this role for approximately 6 years.1
Professional Background
Prior to her current position, Kelsey was associated with Lewis & Harrison CPA Group, Inc.1 This experience likely contributed to her diverse background in accounting and financial services.
Qualifications and Expertise
Kelsey holds several professional certifications:
- Certified Public Accountant (CPA)2
- Certified Divorce Financial Analyst (CDFA)
These credentials demonstrate her expertise in accounting, taxation, and financial analysis, particularly in the context of divorce proceedings.
Location and Practice
Kelsey Lewis is based in Oregon, specifically providing services to clients in and around Portland.23 She is licensed to practice as a CPA in the state of Oregon, meeting all the necessary requirements for licensure in that jurisdiction.3
Education
Kelsey holds a Bachelor of Science degree in Business Administration from Charles Schwab. This educational background has likely provided her with a strong foundation in business principles and practices.
Additional Information
As a small business specialist, Kelsey has been featured in podcasts discussing end-of-year planning for small businesses.4 This suggests she has particular expertise in advising small business owners on financial matters and tax planning.
Kelsey is also a mother of two, balancing her professional career with family life.4 Her role as a co-owner of Arrow Advisory Group indicates her entrepreneurial spirit and leadership within the firm.4
