Kelly and Todd Spencer Spencer Business Solutions Lexington KYABOUT

Spencer Business Solutions is much more than an accounting and income tax firm. We specialize in taking all of the tedious financial and accounting chores off the shoulders of busy professionals so that they can focus on what they do best – running their own businesses.

We are committed to your success. Whether entering data into your system, reviewing your own QuickBooks data, negotiating with banks and vendors, projecting cash flow or preparing income tax returns, we always ensure that financial decisions lead to greater profits.

Honesty, integrity and trust are at the core of the work we do and the relationships we build with our clients and our community of professionals we serve.

Kelly Spencer CPA Spencer Business Solutions
Kelly Spencer, CPA
Partner
Spencer Business Solutions, LLP

Kelly is an experienced certified public accountant and finance professional with more than 20 years of experience at both divisional and corporate levels. Kelly has worked in a broad range of industries including apparel, restaurants, and direct sales  Over the years, Kelly has worked with many small businesses including clients such as restaurants, physicians, attorneys, real estate agents, advertising agencies, and a variety of sole proprietors.

View Kelly’s Full Bio

Todd Spencer CPA Spencer Business Solutions
Todd Spencer, CPA
Partner
Spencer Business Solutions, LLP

Todd began his career in public accounting for a local firm in Lexington. During his 10-year tenure, Todd managed the firm’s largest client primarily in the field of audit. His clients ranged from non-profits and municipalities, to gyms and restaurants.

Todd moved to New York nine years ago where he held several Accounting roles for New York Life Insurance Company. He was ultimately promoted to Corporate Vice President and was responsible for the consolidation and reporting of over 180 legal entities. He also worked in the international investment arena for American International Group, where he was responsible for the investment reporting of over 75 countries.

Certified Public Accountant highlights include:

• Corporate and certified public accounting experience in General Ledger and Audit

• Completed rollout of general ledger reporting system for use by 75 countries

• Re-engineered regional/consolidated analytics and presentation to senior management

Todd is a graduate of the University of Kentucky with a B.S. in Accounting.

Tim Tracey CPA Spencer Business Solutions
Tim Tracey
Senior Accountant
Spencer Business Solutions, LLP

Tim joined Spencer Business Solutions in October 2017 after completing his Certificate in Accounting from Eastern Kentucky University. Originally from Long Island, New York, Tim moved to Lexington in 2012 after graduating with a Bachelor’s degree in Sports Management from the Isenberg School of Management at the University of Massachusetts-Amherst.

Amongst his varied responsibilities, Tim works closely with many of our local clients to prepare financial statements, process payroll, process AP, and reconcile accounts on a weekly and periodic basis. Tim has begun studying for the CPA exam with future hopes of becoming a Certified Public Accountant.

Tim lives in Lexington, KY with his wife Shannon. When Tim and his wife aren’t busy exploring and enjoying all that Lexington has to offer they are usually traveling the globe. Together they have been to eight different countries in Europe, and are always looking forward to their next adventure!

Grace Martinez Spencer Business Solutions, LLP Lexington KY
Grace Martinez
Spencer Business Solutions, LLP

Grace joined Spencer Business Solutions in July 2018 after relocating to Lexington from South Florida. She earned her Bachelor of Business Administration with a major in Accounting from Florida Atlantic University in 2016.

Grace works with a few local clients to complete sales tax returns, reconciling bank accounts, generating month-end financial statements and analyzing financial results. She intends to return to school to pursue a master’s degree in Accounting and hopes to become a Certified Public Accountant in the near future.

Grace lives in Lexington with her family. She has two birds, and a cocker spaniel named Daisy. In her spare time, she enjoys baking different desserts. She also enjoys exploring town and seeing all Lexington has to offer.