James Kelly

DIRECTOR OF FP&A

James is a graduate of San Diego State University where he earned his bachelor’s degree in accounting and master’s degree in information systems. James joins Tavola Group as a CPA with over 20 years of experience in accounting, management, systems design, and analytics. James works with his clients to create actionable intelligence from their existing accounting and business data.

James enjoys spending time with his two daughters, watching and attending baseball games and spends time in his backyard batting cage.

Get to know Stacey Korman

Tavola Group helps various service businesses and solopreneurs with their accounting, tax, and business growth. We work with real estate agencies, restaurants, online stores, vet clinics, dentists, doctors, hotels, and creative teams. Our main focuses include making sure our clients follow all the rules in accounting and tax compliance, saving them time by handling their paperwork, and helping them grow their businesses. We’re here to make things simpler and clearer and take the stress out of managing the internal accounting function of a business.

Tavola Group serves a wide range of small businesses with specialized expertise in business brokerage. We assist independent property and casualty (P&C) insurance brokers, real estate professionals, bars, restaurants, e-commerce entities, and various healthcare offices. Our expertise also extends to the hospitality sector and creative agencies. Our clients often pursue growth through acquisitions and value foresight in business valuation and exit strategies for smooth future transitions.

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