Strategically Guiding Accounting Teams to Become a Modern Practice
Coaching, Consulting and Advising so YOU are the
smartest business in the room. ~ Carla Caldwell
There is nothing more frustrating for a CPA or Bookkeeping firm to “know” all of the changes that need to be made in their firm for maximum results, but never figuring out HOW to navigate a plan for success.
I will walk you through step by step from a strategy level, to firm operations, to day to day tactical application with current online platforms, so your firm can truly be ready for the next season of growth.