A member of FORVIS National Nonprofit Advisory Services Practice and Center of Excellence. Neely has more than 20 years of audit and advisory experience in public accounting. Her expertise includes financial statement audits, Single Audits, grants management, assessments and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning, and tax-exempt matters for a wide range of nonprofit entities. Neely also performs forensic work related to various cases for technical matters for nonprofits.

In addition to handling the accounting, consulting, and audit needs of her clients, she advises clients on operational efficiencies, internal controls, and governance issues and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community. Neely also served in the United States Navy for four years. 

Neely is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants, where she serves as a board member, TXCPA -Dallas, where she serves as a board member and the Association of Certified Fraud Examiners, Inc. She holds the Certified Fraud Examiner (CFE) designation.

She has been involved with many other professional associations, including Dallas Social Venture Partners, Finance Chair, Arthritis Foundation, Dallas Heroes Project, and Great Girls Network. 

Neely is a 2000 magna cum laude graduate of Old Dominion University, Norfolk, Virginia, with a bachelor’s degree in accounting.

Karen is a senior manager in the firm’s accounting and auditing practice. She has more than 15 years of experience performing financial statement audits of nonprofit organizations. She is passionate about serving clients with a focus on understanding each client’s needs and serving them to FORVIS’ fullest capacity. 

Before joining FORVIS, she worked with a national accounting firm, where she was part of the internal inspections, leading annual team training, and recently, involved in the understanding and calculation of the employee retention credit. Her experience with nonprofit organizations extends to a variety of missions and services. 

Karen is a member of the American Institute of CPAs and KSCPA.   
She is a graduate of Oregon State University, Corvallis, with a B.S. degree in accounting.