A member of FORVIS National Nonprofit Advisory Services Practice and Center of Excellence. Neely has more than 20 years of audit and advisory experience in public accounting. Her expertise includes financial statement audits, Single Audits, grants management, assessments and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning, and tax-exempt matters for a wide range of nonprofit entities. Neely also performs forensic work related to various cases for technical matters for nonprofits.

In addition to handling the accounting, consulting, and audit needs of her clients, she advises clients on operational efficiencies, internal controls, and governance issues and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community. Neely also served in the United States Navy for four years. 

Neely is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants, where she serves as a board member, TXCPA -Dallas, where she serves as a board member and the Association of Certified Fraud Examiners, Inc. She holds the Certified Fraud Examiner (CFE) designation.

She has been involved with many other professional associations, including Dallas Social Venture Partners, Finance Chair, Arthritis Foundation, Dallas Heroes Project, and Great Girls Network. 

Neely is a 2000 magna cum laude graduate of Old Dominion University, Norfolk, Virginia, with a bachelor’s degree in accounting.

Kerry has more than 15 years of accounting and auditing experience. He has worked with clients in various industries, including construction and real estate, technology, manufacturing, distribution, and retail. Kerry manages several of the Dallas practice’s largest audits.  

He has managed the audit process of privately held companies for debt compliance and of publicly traded companies for SEC compliance. He also has assisted clients with various reporting requirements and filings, including Forms 10-K, 10-Q, and 8-K, and registration statements.
Kerry is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants, the DFW Chapter of the Construction Financial Management Association, and The Real Estate Council. 
He is a 2002 graduate of Harding University, Searcy, Arkansas, with a B.B.A. degree in accounting.