Kelli Roberts, CPA

Partner

Kelli Roberts

What I love most about working at Eide Bailly is the strong connection we develop with our clients to fully understand their business and help guide them to solutions to achieve their goals.

OVERVIEW

As a trusted business advisor, Kelli assists clients with tax compliance, planning and consulting with the goal to provide added value that helps businesses and individuals make decisions that are best for them. Kelli is head of the local tax department and serves a wide range of clients and industries including financial institutions, agriculture, lodging and many other small businesses.

When you work with Kelli, you can expect her to provide a professional and organized client experience always going the extra mile to satisfy the clients' needs and expectations. Kelli is driven to provide value and ideas that help achieve business objectives.

Outside of work, Kelli enjoys time with family and friends, being outdoors, staying active and spending time at the lake.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • South Dakota Certified Public Accountants Society

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Science, Professional Accountancy – Northern State University, Aberdeen S.D.
  • Bachelor of Science, Banking and Financial Services – Northern State University, Aberdeen S.D.

KNOWLEDGE

Client Work

  • More than ten years of public accounting experience providing services to a variety of industries, including financial institutions, agriculture, lodging and small businesses.
  • Experience in individual, partnership and corporate income tax as well as gift tax, business valuation, tax planning and consulting.
  • Provides guidance for businesses on day-to-day accounting activities, federal and state notices, and relevant tax updates.

COMMUNITY

Community Involvement

  • Junior Achievement, Board Member
  • Aberdeen Area Community Foundation, Board Member