Resources Library | Kelling CPA Ltd.

From the firm: Minding your Ps in business

Discover the four foundational pillars of business that drive efficiency, ensure readiness and streamline operations.

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How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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A piggy bank with a graduation cap next to a jar full of coins and bills on a table.

Converting unused 529 plans to a Roth IRA

In recent financial news, a significant change was introduced to allow for the conversion of unused funds in 529 plans to Roth IRAs.

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A torn piece of paper that says Roth IRA.

Unlocking the benefits of converting your Traditional IRA to a Roth IRA

Retirement planning is a crucial aspect of financial security, and understanding the various retirement accounts available can significantly impact yo...

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Employee Spotlight Kamala Stolboerger preview

Employee Spotlight: Kamala Stalboerger

Today, the spotlight is on Kamala Stalboerger who not only has a degree in Accounting but in Anthropology as well!

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The IRS is moving in on abusive ERTC claims

Millions of businesses are falling victim to tax credit companies offering assistance in filing claims for employee retention tax credit (ERTC)...

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Employee Spotlight - Sheri Rodlund

Today, the spotlight is on one of the newest members of our Kelling CPA Ltd. team: Staff accountant Sheri Rodlund, who also attended Anoka Ramsey Comm...

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News and announcements

Kelling, Bocovich & Co. have some important updates to share with our clients! First…

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