Kelly H. Buchheit, CPA
kbuchheit@orba.com
P 312.670.7444 | F 312.670.8301
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Kelly entered into public accounting in 2008 and has been with ORBA since 2011. As a member of ORBA’s assurance group, Kelly performs audits, reviews and compilations for clients in various industries. While she prides herself on a well-rounded practice, Kelly works primarily with health care, manufacturing and nonprofit clients. In addition to Kelly’s assurance experience, she also has extensive experience with preparing tax returns for individuals, corporations, partnerships and nonprofit organizations.
Services
Industries
Kelly entered into public accounting in 2008 and has been with ORBA since 2011. As a member of ORBA’s assurance group, Kelly performs audits, reviews and compilations for clients in various industries. While she prides herself on a well-rounded practice, Kelly works primarily with health care, manufacturing and nonprofit clients. In addition to Kelly’s assurance experience, she also has extensive experience with preparing tax returns for individuals, corporations, partnerships and nonprofit organizations.
The most significant driver of success in public accounting is client relations and Kelly prides herself on dedication to her clients. She is readily available for any questions as they arise and will make personal sacrifice to ensure the satisfaction of her clients. To supplement her professional knowledge, she attends numerous continuing education classes each year covering a multitude of topics and enjoys reading professional publications to stay in the forefront of ongoing developments in the accounting industry.
Outside of the office, Kelly loves to get outside and enjoy everything the great city of Chicago has to offer. With her husband, Jay, at her side, Kelly enjoys walks along the lakefront path, exploring new restaurants and wineries, and attending concerts and sporting events. Most importantly, she is a super fan of the legendary Detroit Red Wings.
- Form 990: Who, What, Where, When and Why, Chicago Yacht Club, Chicago, IL, August 26, 2015
- Certified Public Accountant
- American Institute of Certified Public Accountants
- Illinois CPA Society
- B.B.A., Business Administration, Accounting and Finance, Loyola University Chicago
Do you know whether your practice’s revenue cycle management system is functioning at its peak potential? If not, your practice might be headed for trouble. To keep your practice financially healthy, you may want to assess the system’s strengths and weaknesses to make sure it is operating in a way that will maximize revenue and minimize waste.
Effective Governance — How Important is It Really?
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Five Ways to Improve Practice Efficiency
The concept of work efficiency is rife with adages such as “work smarter, not harder” and “arrive early, leave late.” While certainly meaning well, these statements are vague. As such, I present to you five specific ways you can improve the efficiency of your medical practice: Get Paid for What You Do You should make […]
Should You Accept That New Grant?
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All Eyes on Performance: How to Make Data Analytics Work for You
Your not-for-profit organization is accountable to many constituents, including donors, volunteers and the people you serve. A surefire way to demonstrate your effectiveness is through the use of data analytics. With facts at your fingertips, your organization can show the world how you are meeting your goals in community outreach, program activities, fundraising and more. […]
Your Employee Handbook: It May Be Time for a Tune-up
An employee handbook sets the stage for many scenarios — from paid time off allowances, to performance reviews and termination procedures. As certain situations arise, knowing the rules can prevent surprise, confusion and resentment on both sides of the table. This article discusses the types of updates that may be required, including some recent regulatory and legislative actions and trends.
Look Before Determining Executive Compensation
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Board Meetings: Time to Go Virtual?
Regularly scheduled board meetings are a necessity, but not every meeting has to be conducted in person. Virtual board meetings — ranging from conference calls to videoconferencing — can offer significant benefits for both organizations and their board members. This article describes both the advantages and disadvantages virtual meetings pose to busy board members.
Health Care Group Newsletter – Winter 2020
Our Health Care Group’s Winter 2019 Newsletter offers advice on removing inefficiencies and operating in a consumer-driven culture.
Health Care Group Newsletter – Winter 2019
Our Health Care Group’s Winter Newsletter offers insight on improving the efficiency of your practice, including tips on how to create a fair wage structure.
Not-For-Profit Group Newsletter – Summer 2018
Will the Tax Cuts and Jobs Act Make Your UBIT Jump? Laurence Sophian, CPA, MBA As the new tax bill worked its way through Congress last fall, not-for-profits across the country raised their voices high to share concerns about its disincentives for charitable donations — as well as the proposed repeal of the Johnson Amendment. […]
Not-For-Profit Group Newsletter – Spring 2017
ORBA’s Not-For-Profit Group Newsletter is a quarterly publication focused on effective not-for-profit organization management. The Spring 2017 issue includes two articles: “Using Audit Techniques Can Help You Shape Your Future” and “Newsbits: Spring 2017.’”
Not-For-Profit Group Newsletter — Summer 2016
ORBA’s Not-For-Profit Group Newsletter is a quarterly publication focused on effective not-for-profit organization management. The Summer 2016 issue includes two articles: “When Investment Income Counts as UBI” and “Newsbits: Summer 2016.’”