About Us

Our Experience

16+ years of core financial and teamwork skills from audit to CFO Controller and Lean Management Consulting to Teamwork in support of C-Level Executives, Entities, Management, Staff, Shareholder ( Beneficial Owner) and Stakeholder lines (ie regulatory and compliance in context to societal needs) we built a foundation across multi-stream GAAP, FASB ASC, IFRS, IAS, Tax, IRC, Regulatory, Audit and Management Reporting lines to needs across Fortune 500, FTSE 100, SMB and SME, Non Profit, Govt and Individual / Family lines to needs in Capital Markets, Wealth Management, Insurance, Retail, Services, and other industry lines. From that Base and a Strong Education at Pace University and Subsequent Corporate, CPA and CFA,  and related lines on Market and Entity Data we grew to add a mix of Services and Analyst research repurposed to Entity lines for Strategy and Operations as opposed to Valuations lines, to help on growth strategy, risk management and logistics lines at the apex of Value in Context skills developed on Economist, Statisitican, Actuary, Risk Management, Financial, Legal, Technology and Social Research lines to Teamwork as seeking a policy level role to help support Economist and Legal teams better relating to underlying Accounting, Tax, Audit and Financial lines of sustainable reporting, value per spend and x value societal returns across public investments and public private teamwork support to Industry, NGO, Non Profit, Govt and Community lines. Learn more at Roll Forward Legacy lines at www.dcarsoncpa.com 

Our Approach = Value in Context

Our Approach is to build strong financials on accounting, tax, regulatory and management reporting lines with Compliance. From the End Product or Enhance End Product of the Work depending on where in the Production Cycle we meet we bring strong Financials and Accounting across Client ,Vendor, Business Partner, Banker, External CPAs, Internal Audit. Regulatory and Risk Governed lines to needs. Where the Value in Context is Core Financials with Compliance and their broader context to Data Science, Analysis, Open Gov, Open Industry and other lines to help measure and improve the value of decision making in context to entity and societal needs. We bring #ValueinContext through Analysis to the relevant line of compliant needs.

Why Us?

Business Advisors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.