top of page
Business Meeting

About
Kelli Lewis

Small Business Transformation Expert & Author

My Journey

My entrepreneurial journey began in 2009 when I founded KelliWorks with a vision to revolutionize how small businesses approach their financial and operational management. As a single mother, I intimately understood the challenges of balancing business growth with personal responsibilities. Through strategic pivots and unwavering determination, I transformed both my life and business approach.

 

What started with the simple promise 'KelliWorks, so you don't have to' has evolved into a comprehensive business transformation methodology. Today, as an Accounting Operations Specialist and author, I've had the privilege of guiding over 300 small businesses to achieve their full potential through strategic financial management and operational excellence

DSC09308.jpg

VISION STATEMENT

Vision for the Future

In an era where business complexity continues to grow, my vision is to democratize financial intelligence and operational excellence for small businesses. By bridging the gap between traditional accounting and modern business strategy, we're creating a new paradigm where every entrepreneur has access to the tools, knowledge, and systems previously reserved for large corporations. The future of small business success lies in smart integration of financial strategy, operational efficiency, and sustainable growth practices.

Kelli_Feb2022_Final_HiRes-2_edited.jpg

Our Mission

To empower entrepreneurs through strategic financial intelligence and operational expertise, transforming small businesses into sustainable success stories while fostering growth through education, empowerment, and excellence

MISSION STATEMENT

CORE VALUES

Empowerment Through Knowledge

Client-Centric Innovation

Continuous Growth

Collaborative Success

Operational Excellence

Integrity

Transformational Leadership

Accuracy & Excellence

TRANSFORMATION PHILOSOPHY

Office Table Space

Strategic Simplification

Making complex financial decisions clear and actionable

Financial Report

Operational Intelligence

Creating systems that work smarter, not harder

Stock Market Data

Sustainable Growth

Building foundations that support long-term success

Men's Accessories
DSC09120__1_-removebg-preview.png

Small Business Transformation Expert & Author

About
Kelli Lewis

KELLI LEWIS

AREAS OF EXPERTISE

01

Business Financial Transformation

​Gain clarity, confidence, and actionable strategies to grow your business. Whether you’re just starting out or scaling an established company, Kelly will guide you step-by-step.

home-7-video-gallery-img-04.jpg

02

Strategic Operations Design

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Designers Looking at the Computer

03

Modern Accounting Methodologies

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Accounting

04

Small Business Growth Architecture

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Business Meeting

05

Operational Workflow Innovation

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Wall of ideas

06

Business Intelligence Integration

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Business Plan

07

Financial Systems Automation

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Financial Analyst

08

Scalable Business Modeling

Tailored coaching sessions to tackle your challenges, uncover opportunities, and help you reach your goals faster

Business Meeting

Meet Your Business Transformation Strategist

Kelli Lewis stands at the forefront of small business transformation as a distinguished Business Strategist and Accounting Operations Authority. With nearly two decades of expertise, she has architected the success of hundreds of small businesses through innovative financial strategies and operational excellence. As the founder of KelliWorks, she has revolutionized traditional accounting services into a comprehensive business transformation methodology.

 

A published author and sought-after speaker, Kelli combines

deep financial acumen with strategic business insights to deliver transformative results for entrepreneurs. Her expertise spans multiple industries, with particular depth in real estate, medical operations, and supply chain logistics. Operating from Miami and New Jersey, Kelli continues to shape the future of small business success through her innovative approaches to business management and financial strategy.

DSC09216-removebg-preview.png
bottom of page