(707) 279-1960

About Us

Meet Our Team

Tracy Klein

Tracy Klein- Owner

Tracy began bookkeeping back in 1996 while helping her family-owned business here in Kelseyville. After graduating from Kelseyville Highschool, Tracy continued her education in Accounting and Business Management and completed her Degree in 2009. Tracy started her own bookkeeping business out of her home in 2010 and opened her business to the public here in Kelseyville in 2015. Tracy has been a CTEC Tax preparer since 2016.

Tracy has volunteered as the treasurer for the Kelseyville PTO, Konocti Youth Soccer League, and the Kelseyville Business Association. She and her husband of 16 years and their two kids reside in Kelseyville with their oldest child attending college in Idaho.

Kellie Beverlin

Kellie Beverlin – Bookkeeper, CTEC Certified Tax Preparer and Office Manager

Kellie Beverlin joined Tracy in 2015 when Klein Bookkeeping & Tax Service opened its doors in Kelseyville. Kellie is an alumnus of Kelseyville High School and has lived in Kelseyville since 1992. After high school while attending college Kellie worked in the Banking industry as a Teller and a Branch Supervisor. Kellie has a background and education in Bookkeeping and Business Management and earned her CTEC Certification in Tax preparation in 2020.

Kellie resides in Kelseyville with her husband Scott of almost 20 years. She is the mom of two amazing kids. Her daughter is a Junior at Kelseyville high school and her son is a student at Columbia College majoring in Fire Science and Technology.