Carrie McCulloch CPA, PLLC
Empower Your Finances, Elevate Your Success
Carrie McCulloch CPA
About Me
As a dynamic accounting professional with over 25 years of experience in all accounting functions across various industries and specialties, I have a notable background of 10 years in public accounting. Additionally, I have spent 15 years in a fast-paced entrepreneurial environment, managing various business ventures and estates for an ultra-high-net-worth (UHNW) family. On a part-time basis over the past 10 years, I have also enjoyed being the controller for a specialty construction company. This experience inspired me to become a platform to help other small to mid-sized businesses through concierge consulting.
My mission is to empower clients to achieve their unique professional and personal financial goals through expert advice and tailored solutions.
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My aim is to become a strategic partner by providing financial tools and strategies essential for my clients to make informed decisions and achieve sustainable growth.
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​My passion for financial excellence and commitment to personalized service ensures that every client receives the guidance and tools they need to navigate their financial journey successfully.
Dedicated and Specialized
Optimize
Fractional CFO services offer a comprehensive commitment, featuring monthly meetings to review reports and trends, address concerns the client has in an open forum, and identify areas of opportunities across all departments.
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In addition to providing insight to the books I'm also here to help you analyze and strengthen your brain trust. As your personal or business finances grow, it’s crucial to have the right consultants and resources in place. This includes legal advisors, financial planners, specialty consultants, and insurance experts.
Accurate
Small to mid-sized businesses often focus on daily operations, trouble-shooting issues and prioritizing growth, sometimes leaving their accounting as an afterthought. I'm an expert at cleaning up financial confusion, organizing scattered bank and credit card statements, and helping you determine where your business stands so you can move forward with confidence.
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Once the accounting records are caught-up and organized we can keep them updated with monthly or quarterly Bookkeeping services, depending on activity level.
Insightful
​It's no secret that money and finances play a huge role in our lives, influencing everything from relationships to health. I can partner with you at any stage as a Coach to define and reach your goals. Whether it’s understanding financial literacy, creating a budget, set-up software, managing complex finances, navigating marriage or divorce, getting out of debt, or planning for a significant expenditure—no scenario is too small or too intimidating.
Personalized
Family Office Concierge Services: Managing wealth is challenging, often complicated by misinformation. Just as businesses periodically evaluate their specialty consultants, it's essential to ensure your family remains protected at every stage. Reaching your first $1M is a significant milestone, but what changes are necessary? Entry into the high-net-worth (HNW) category brings more than just tax concerns, and ultra-high-net-worth (UHNW) status introduces a unique set of questions and evaluations. Each family is different, so each solution should be tailored to you and your unique story. Let us ask the right questions and assess your needs, allowing you to focus on what truly matters to you and your family.
Insightful Solutions to Create Business and Personal Goals for Financial Success