Founder Kelben Holbrook is passionate about helping business owners and investors achieve greater success by using cloud-based technology to run their operations more efficiently. The continued trend toward virtual offices has produced great opportunities to reduce cost and simplify operations. He is thrilled to have an impact on the financial lives of small business owners as they are the engine that runs our economy.

His experience includes technology and business consulting for financial services organizations, financial planning for individuals, and corporate and individual tax preparation. His past work experience includes the following roles:

• Computer programmer serving Wall Street trading firms.
• Product Consultant for accounting systems used by Latin American banks.
• Business Process Consultant at major management consulting firms.
• Financial Advisor at major investment banks and insurance companies.

This unique blend of expertise allows his team to provide personalized accounting and consulting services to a variety of local and international clients. Clients that partner with Holbrook Accounting can focus on areas of their business and personal life that they are excited about.

Mr. Holbrook’s credentials include the following:

• Enrolled Agent, licensed to represent taxpayers before the IRS.
• Certified Financial Planner™.
• Past board member of the Financial Planning Association, Gold Coast Chapter in Palm Beach County.
• MBA in Finance from New York University, Stern School of Business.
• BS in Electrical Engineering from the University of Michigan.

Originally from New York City, he has lived in South Florida since 2005. He enjoys travelling to other countries with his wife and family members and operating virtually allows him to do so.