The Business Advisors
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Phone: (770) 703-1049
Monikah Kelly is one of our Business Advisors for DVMarshall & Associates, Inc. Monikah has over 20 years of experience in the legal profession, over 10 years of experience in business management, financial strategy/planning, tax & accounting, to include, but not limited to bookkeeping, payroll, quickbooks and various tax software. She has been an entrepreneurial since 2005. She has experience with setting up new corporations and all financial records for business managers that manage financials for clients with private banking. Monikah joins in on the implementation, vision and mission of the firm and works closely with a variety of clients. She possesses strong analytical and problem-solving skills with the ability to conceptualize and implement well thought out decisions. She also focuses on providing practical tax efficient structures and strategies to closely held businesses, business owners, entrepreneurs, and corporate executives. Monikah is also responsible for planning and executing business strategies to improve efficiency in the operational and financial management of client businesses. She prepares budgets, advise on projects and marketing, and perform risk analysis. She is very knowledgeable and driven with a belief that respect, integrity & credibility is the key to any business relationship. Also, knowing that continued education is the only way to be successful & grow, she requires all employees, to include herself, to undergo yearly training to stay up-to-date on the latest tax law changes. Monikah earned two degrees – Paralegal and Business Management and continues her education as a Certified Financial Planner, to include, a Master’s in Finance. Monikah is a native of Philadelphia, PA, wife, mother and grandmother. Outside of business, she loves family time, travel, football and theatre.
Phone: (310) 429-3566
Barbara implements the vision and mission of the firm and works with a variety of clients. She also focuses on providing practical tax efficient structures and strategies to closely held businesses, business owners, entrepreneurs, and corporate executives. Her primary areas of concentration are Individual taxes, C-Corp, Single-member LLC, Partnership LLC, S-Corp, Trust, Non-profit entities, Multi-state taxation, and Compliance. She has experience with setting up new corporations and over sees all financial records for business managers that manage financials for clients with private banking. She also has a wide range of experience and expertise in various accounting, bookkeeping, payroll, and tax software. Barbara is an innovative and driven accountant with over 25-years of experience. She strives to learn new ways of doing things and eagerly takes on challenges that are sometimes out of her comfort zone. She has strong interpersonal skills and has gained the confidence and respect of colleagues in her industry. She leads by example and rolls up her sleeves to find solutions and gets the job done. Barbara is an effective communicator with strong leadership skills and results driven ability. She stands above the rest bridging the gap between what others say can’t be accomplished and what can be done. She possesses strong analytical and problem solving skills with the ability to conceptualize and implement well thought out decisions. She is self-motivated, detailed-oriented, and organized, and consciously aware of the importance of meeting deadlines, and functions well in a high stress atmosphere. Barbara is married to Darnell Oldham and is the mother of 3 amazing children, and the grandmother of 7. She loves vegan foods, red wine, reading, and watching movies. She enjoys socializing and meeting new people. Barbara is currently enrolled at Pepperdine University pursuing her certification as a Financial Advisor. She graduated in 1993 from Florida State University and holds a MBA in Finance & Accounting.
(Office Manager)As the Office Manager at DVMarshall & Associates, Marilynn brings 10 years of supervising and management experience to the firm. She assists in the development and implementation of policies and procedures and oversees the administration of programs and practices within the office. Marilynn brings outstanding customer service and has always been an essential part of our day-to-day operation. Marilynn uses her organizational skills to ensure smooth operations in our busy work environment. She finds the accounting and finance industry quite interesting and is looking forward to assisting DVMarshall & Associates with the growth of their business. In Marilynn’s spare time, she enjoys family and creating original artwork.