who we are
Carter CPA was established in 2002 by Jodi Carter, CPA. After a long and fruitful accounting mentorship that began in 1991, she had a vision for a firm that would support clients in a new way. This Financial Insight Accounting (FIA) Firm guides clients to a clear understanding of their financial choices and shows them how they can shift their relationship with money to one that is filled with confidence. The team at Carter CPA has both the financial know-how and the people skills to empower clients in this most foundational part of their lives.
solutions we provide
For Individuals
While our relationships often begin with a request for assistance with tax filings, we see that as just the beginning. We learn about your life and share our knowledge of how choices and finances work together. This collaboration puts you on the path to your goals with financial confidence.
For Self-Employed and Entrepreneurs
Whether you are a part-time freelancer building toward a thriving entity, or a business owner with an established company, we are ready to provide support. We’ll help you understand the story told by the financial data so you can mindfully set and achieve goals.
Financial Insight Training
We use our expertise to serve committed individuals who are open and dedicated to transforming their money mindset. Whether you are looking to grow from lack to luster or from uncertainty to confidence, we will meet you where you are. With our immersive, personalized program, you’ll succeed in learning how to create a full life that you’re in control of and fulfilled by.
why us?
1We illuminate the emotional components of financial choices.
At Carter CPA, we recognize that every decision has financial and emotional components. Our process starts with getting to know you intimately, and combine that information with your financial data to create a singular, empowered approach to decision making.
2Collaboration is our priority.
Your tax return and all of your financial data help us create a framework for your overall financial plan. The relationship we cultivate becomes a valuable resource for you to make great financial choices with confidence.
3We use time wisely
Communication is the key to any strong relationship. We work with you to establish a communication schedule to ensure that your plans are on track and milestones are being met.
some of our clients