You employ neighbors, grow your local economy, connect your community, and put money back into local schools and roads. You’re passionate and knowledgeable about your industry—but are you still struggling to manage your business finances and plan for retirement?
Over the past 12 years, she has diligently educated herself on financial management, business strategy, tax planning, and optimization while putting these skills to practice for accounting firms and the Fortune 50 company Caterpillar. Having analyzed hundreds of financial statements and implemented cost-savings solutions through streamlining processes, Carolyn is uniquely qualified to advise businesses of all sizes and industries.
While working for CPA firms in the past, she spotted missed opportunities to help clients be more profitable, reduce the owner’s financial stress, and implement more efficient tax planning. Now Carolyn and her team offer an advanced suite of services to provide the valuable information and guidance so many business owners desire.
At home, Carolyn enjoys spending time with her family, including four sisters, as well as her loving pup, Cooper. During warm summer weekends, you will find her water skiing on Lake Nacimiento; in winter, you will find her snowboarding in Mammoth or a new resort somewhere across the globe. Her favorite international experience to date is her trip to Norway, where she saw the northern lights, camped on reindeer skins, and went dogsledding.