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 intimately: What challenges you? What are your goals and dreams? What keeps you up at night?
We then 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. By helping you understand the data while we learn more about your life, our relationship becomes a valuable resource for you to have the skills and knowledge to make great choices with confidence.
3We use time wisely
Communication is the key to any strong relationship. Your relationship with us is no different. We work with you to establish a communication schedule to ensure that your plans are on track and milestones are being met. A lot can happen in a year, and we want to be there for all of it.
the carter cpa experience
meet the team

Libby Vona
firm manager
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 approximately 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!
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!
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!
some of our clients