Finance Experts To Grow Small Businesses

carolyn office

Small Businesses Are The Backbone Of America

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?

Financial Confidence For Peace of Mind

You can’t run your business and spend your time reading about tax laws, and that’s where we can help. In our experience, the best support is the advice of seasoned financial professionals. We are experts in small business accounting, business strategy, and tax planning. Together, we can create a customized roadmap based on where you are now and where you want to go, empowering you with the time and financial confidence you need to grow your business.

How We Work

Achieve financial peace of mind in 3 steps:


Share Your Business Goals

Let’s talk about where you are and where you want to be.


Review Your Roadmap

We will create a customized report with recommendations for your business.


Feel The Weight Lift Off Your Shoulders

We help you execute your plan and let you watch your business grow.

“Since starting my business in 2015, I have been privileged to advise and support countless business owners as they find financial stability, pay less in taxes, grow their profits, and plan for retirement.”


Carolyn is your guide to financial freedom.

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.

For Financial Peace of Mind

Contact Us