Overview
Kelly Metz is a trusted advisor to tax-exempt organizations of all sizes, with a focus on nonprofits operating internationally and those backed by federal funding, as well as nonprofits that are interested in optimizing the efficiency and effectiveness of their accounting and financial operations. Kelly specializes in helping her clients navigate the complexities of financial management, grant compliance, and system selection. With a calm, steady presence and a practical, solutions-oriented mindset, she meets clients where they are in their business journey, guiding them through change, crisis, and growth.
Experience
Since joining O’Connor Consulting Services (OCS) in 2015, Kelly has served as interim CFO and Controller for numerous clients, led multiple accounting system implementations, and supported clients through complex financial and grants management challenges. Kelly has redesigned charts of accounts, improved policies and procedures, and conducted in-depth operational reviews that resulted in actionable process improvements. She also developed internal training programs to strengthen grant compliance knowledge across OCS. In June 2025, Aprio announced its acquisition of OCS.
Kelly has over 20 years of experience in both the nonprofit and for-profit sectors, having worked for NGOs focused on international development and nonprofits operating in politically unstable or climate-impacted regions. She has a strong background in federal grant compliance, including Uniform Guidance and Single Audit preparation, and understands the real-world challenges of compliance.
In her practice within Aprio, Kelly regularly supports clients in assessing grant readiness, developing corrective action plans, and enhancing financial management practices by looking holistically at people, processes, and systems. Kelly also guides clients through system selection processes, helping them identify needs, evaluate options, and make informed decisions.
Education & Affiliations
Kelly earned her Bachelor of Science in Accounting from the University of Pittsburgh. She is a member of the Greater Washington Society of CPAs and Butler University’s Family Council. She continues to contribute to the sector through speaking engagements, including the Greater Washington Society of CPAs’ Not-For-Profit Symposium and the AICPA Nonprofit Industry Conference.
Insights
