Rose Lulis, Founder

S corporations are the most mismanaged tax status in business. That’s not an accident — it’s a gap most accounting firms aren’t built to close.

Over sixteen years I’ve worked inside every stage of the S corp lifecycle — from election analysis through compliance, growth, ownership transitions, and exits. I’ve seen what happens when the books are wrong, the salary is indefensible, distributions go out before reasonable comp requirements are met, and nobody is tracking basis. I work with owners at the point where decisions stop being theoretical — when cash flow, tax structure, risk exposure, and personal life start colliding and the margin for error gets small.

Before founding Bellis, I managed an Asheville, North Carolina, architecture firm that specialized in commercial and church design, along with a mixed-use development company. I’ve built and exited companies. I know how quickly minor financial decisions compound and how expensive generic advice becomes when it ignores context, timing, and human reality.

Bellis works with S corporations across professional services and trades — including businesses with multi-state complexity and the kind of compliance demands that require more than your local friendly generalist accountant. Monthly accounting, S corp compliance, payroll oversight, tax strategy, forecasting, and both business and personal returns handled under one roof.

I built one of the first remote-first firms in this industry. That forced early rigor around systems, controls, and accountability. I’m fluent in modern financial systems and automation — and equally clear about where they fail. When the numbers are ambiguous and the stakes are real, my value is judgment.

Trusted by Founders

...I have known Rose since 2002... ...she is thorough, responsive, a top communicator, and a pleasure to talk with. I trust her 100% and recommend her highly.

Eric McDonald, PEPrincipal, McDonald Structural Engineering

I've been working with Rose for the past six years and I'm so grateful for her expert guidance related to my S-Corp... ...She is always responsive to my questions and provides great financial guidance. I'm so grateful for her support and partnership!

Mary SnowPrincipal Consultant, Equitable Community Strategies

Rose blends sincere caring and warm humanity with unmatched expertise and professional curiosity. I always feel taken care of when she's on the case, especially when things get hectic or esoteric!

K.R. MohsenFounder, LION Strategies

Rose is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rose for anyone who's looking for a highly invested business partner to help with accounting and any other business matters.

Julie DurigaCPA