Strategically Guiding Accounting Teams to Become a Modern Practice

Caldwell Consulting and Training

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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.


We worked with Carla on operational efficiency and firm strategy which had a direct impact on our ability to market our services for the first time in a year. Within a month, our practice revenue jumped to a point where we had to hire 2 more additional staff. Thank you, Carla for the tech knowledge, industry knowledge, punctual and productive meetings, and of course, the workflow process improvements to accelerate our firm success. You were the shot in the arm we needed, and we don’t intend to look back!

K. Triemstra

My firm uses Carla as a platform and procedures consultant regularly, as well as instruction and training on new software, and help with new client onboarding. Her genuine enthusiasm for her profession, her integrity and her willingness to jump in at any time to assist us, is a real breath of fresh air.

M. Moffitt

I’ve experienced many consultants that are full of good ideas but that lack the tactical know-how to implement them. Carla has both the ideas, and the ability to implement, and our team and organization have benefited from the time she’s spent with us!

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