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Kelly


Kelly Allen

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Kelly


Kelly Allen

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Kelly Allen, CPA has worked for two national accounting firms and has nearly 20 years of experience. After performing a variety of attestation and consulting services on behalf of several Fortune 500 Companies, Mr. Allen left public accounting and went into the private sector. There, he served as a CFO and Controller serving diversely different industries: One transportation and logistics and the other a large law firm. It was there that he gained a deeper appreciation for the interrelationship between day-to-day operations and finance with the end goal of bridging the gap between “real” and “ideal”.

Thereafter, he began his own firm with an intense focus on serving small to mid-sized businesses with exceptional service in the areas of litigation support, business and tax matters. Mr. Allen possesses a Bachelor of Science degree in Accounting, a Minor in Economics, a Master’s degree in Taxation and several distinctive certifications in the fields of forensics and valuation. He has taught, throughout the country as a respected colleague and professor; finding his greatest joy, however, in being a student of his clients and their businesses.

 

Anne St. Germain


Anne St. Germain

Anne St. Germain


Anne St. Germain

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Anne has extensive pass-through experience addressing complex partnership and S corporation transactions in various industries both foreign and domestic. She has experience dealing with waterfall provisions, promotes, admission and exit of new partners and the complexities of tax basis accounting. Anne has assisted a variety of clients through acquisitions, asset sales and purchase price accounting in the real estate, healthcare, manufacturing and retail industries to name a few.   

In addition to flow-through specialization, Anne has worked closely with high net worth individuals, and managed large exempt organization compliance working directly for the BDO national not-for-profit practice in D.C.

 

Us


Us

Us


Us

 
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Mission

 

We envision our role as working alongside fellow advisors to help successful clients define, achieve, protect and employ their finances in a manner consistent with their personal financial mission and goals.    

 

What it means

To say “we are your solution” is arrogant and proud. We are collaborators that seek to work with other professionals and experts to bring the best solution to the table for the best result and the best value available. We do not see ourselves as “all things to all people”; merely we see ourselves as being a member of the team and, in appropriate environments, the quarterback.

 

We work with clients that are already successful or have a track record of success. We believe that that resources should first be expended on those projects and clients that have the highest chances of success. Believe us. There are more than enough clients and opportunities that have a “high chance of success” to keep us busy. While we may miss out on the next “google” or “NetFlix”, we would rather miss out on those opportunities than to fail in providing quality service and advice to our already successful clients. It also means that we like to partake and be part of our clients’ successes in a responsible way.

 

We recognize that every client is like a finger print: unique. Even corporations, partnerships and any other form of business even have their own cultural personalities and mission statements. Failing to truly understand our clients’ mission statements and goals is a surefire way to miss the mark. Our advice would be completely different for the same exact company, in the same exact market, facing the exact same circumstances but where the goals are different.  

 

 

Values

 

We ask ourselves, as we plan each week, is there enough evidence to convict us of the following values?

 

Collaboration

To work with our clients, associates, fellow advisors and one another in order to create, protect or enhance value. This idea requires putting aside personal differences for the greater good and being committed to constructive activities that affect our clients, one another and other relevant stakeholders.

 

Growth

Being committed to unlocking our personal talents and deploying them in the most beneficial and self-fulfilling manner. Finding, identifying and creating responsible solutions to client and potential-client needs and opportunities. 

 

Service

Seeking first to understand and then to prioritize those needs of clients, associates, fellow advisors and one another. Secondarily, making a determination of resources necessary or existing to support that need and, finally, making a choice as to whether or not we can meet that need at an appropriate level and in an appropriate timing.

The Staff and Management at Level Advisors