Jackie Cardello, CPA

Our firm has worked with Carl since 2016. He assisted us in developing our strategic plan and guided us through the process of changing our compensation model. His expertise and guidance was paramount to the successful transition from a formula based compensation model to a goals based model that is driving firm growth. Carl brings a wealth of experience and knowledge from the public accounting firm world that earned the trust and confidence of all of my partners from the very first meeting. He has been there every step of the way as a sounding-board, and we could not have done this without his assistance. I highly recommend Carl to any firm leader looking for real world expertise and experience to guide them through important and sometimes difficult decisions impacting firm operations and strategy.

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