we are carter cpa
your financial insight accounting firm
Carter CPA is not your typical accounting firm. We combine deep knowledge of money matters and a passion for behavioral finance to guide you towards an understanding of how your choices and finances work (or don’t work!) together. We make sure that the choices you make will serve you well today and set you up for success in the future.
the carter cpa difference
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 and what matters most to you. We 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.
the carter cpa experience
meet the team

Libby Vona
firm manager
The one who gets it all done!
The one who gets it all done! Libby keeps our team and clients on track by scheduling, planning, responding to requests and managing the flow of over 12,000 tasks each year. (That is not an exaggerated number, we are accountants, we keep track!)

Jodi Carter
certified public accountant
The one who leads!
The one who leads! With warmth, humor, and 30+ years of experience, Jodi empowers clients to recognize that finances source happiness! She focuses on guiding them to make great financial choices and leads our team by maintaining the highest standards for the quality of our services.

Michael Terebush
tax and accounting assistant
The one that handles the details!
The one that handles the details! Michael is involved with tax preparation and managing accounting data for business clients including all filing requirements and software assistance. He is the magician that makes deadlines disappear!
our values
Finances are a puzzle and you have all the pieces. We’re here to put the puzzle together.
who we serve
individuals, families & couples
Come for the taxes, stay for the Financial Confidence! Our relationships often begin with a request for assistance with tax filings, and there is so much more we can do together. As we learn about your goals, concerns, and ambitions, we guide you toward an understanding of how your choices and finances work together.How we help:
- Establish a timeline with check-ins throughout the year
- Leverage our knowledge and experience to help you achieve your goals and reach your own personal benchmark of financial success
- Introduce you to other professionals we trust (Financial Advisors, Lending Specialists, Realtors, etc.), creating a team of advisors in your corner
- And of course, we prepare tax filings! Tax filings become easy when we have collaborated on everything above.
freelancers & small businesses
Whether you are a freelancer working on your own or a business owner building a thriving entity, we are ready to provide support. We help you understand the financial data and the story it’s telling, so you can mindfully set and achieve goals.
How we help:
- Establish a system that supports your plans and helps maintain a successful path, setting up the best structure based on reporting, cash flow, and tax management business needs
- Leverage our knowledge and experience to help you achieve your business goals
- Introduce you to other professionals we trust (Payroll and Insurance Services, Retirement Professionals), creating a team of advisors in your corner
- Manage all compliance for tax filings, payroll, sales tax, and more
our community
At Financial Insight Training, we’re driven by a desire to shift the widespread mindset that money is a scary or even taboo topic. Instead of accepting that you’re “good” or “bad” at your finances, we want financial conversations to be accessible and routine. Just as you would go to a trainer to get in shape or see a coach for career advice, we want to be there to support you throughout your long-term relationship with your finances. With a complete curriculum that addresses everything from your money mindset to clear explanations about financial tools, plus live workshops, access to private coaching, and a community to have the empowering conversations, we help you define and find everything you want in your life, lived with ease and confidence.How we help:
- Heighten awareness around your unique relationship with money
- Shift the perceptions and habits that have historically interfered with your financial happiness
- Establish a system that helps you track and review financial data with ease
- Empower you to make confident financial choices and establish a personal financial philosophy to carry you throughout life
- Develop your own benchmark for financial success
- Teach and demonstrate that earning ifcomeTM (fluctuating or uncertain income) is not a barrier to financial success
some of our clients