HomeTeam MemberKelsey Harris

Kelsey Harris

Kelsey Harris

Kelsey Harris

Consulting Controller

Kelsey joined Boulay in 2023 and was promoted to Consulting Controller in 2025. She has over seven years of professional accounting experience. Working within Boulay’s Transaction Group, she is involved in developing and leading the Client Accounting and Advisory Services (CAAS) sub-department, which offers ongoing accounting and advisory services for companies newly acquired by Search Fund and Private Capital clients. Kelsey assists clients with a variety of complex internal accounting tasks, including monthly and annual close and financial statement preparation. She also assists with business process outsourcing projects such as invoicing, bill payments, bank and credit card reconciliations, adjusting journal entries and more. Kelsey strives to set clients up for a seamless and accurate accounting transition post-close from an M&A transaction, empowering them to make smart business decisions. Prior to joining Boulay, she worked at a national CPA firm, where she provided outsourced accounting services to clients on compilation and preparation engagements along with special projects.

EDUCATION

  • Saint Mary’s University of Minnesota—M.S. Accountancy; Summa Cum Laude
  • University of Minnesota – Twin Cities—B.A.

PERSONAL INTERESTS

  • Traveling the world
  • Spending time with friends and family
  • Attending concerts, Broadway shows and comedy shows
  • Visiting family in Bellingham, near Seattle, WA

FAVORITE VACATION DESTINATION

  • South Africa—after visiting in 2022, she was extremely impressed with the variety of landscapes, attractions and activities, especially the safari at Kruger National Park

GET IN TOUCH

Contact Kelsey
"The opportunity to provide quality work and excellent customer service inspires and motivates me to help clients and move our department forward. Our knowledgeable and passionate team, working together seamlessly, is crucial for our clients’ success and produces outstanding results."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.