For owner-led businesses

Someone in your corner who knows your numbers.

I help business owners understand their business through their numbers, so they have information they can rely on, know where their cash is going, and can make better decisions.

Book a free Clarity Session See how I work

Why this work is important

When I was a kid visiting family in Maui, I swam out past the rocks to see the turtles. On the way back I was tired, so I put my head down and just swam. When I finally looked up, I could barely see the shore. I had been swimming at an angle. I'd been working hard the whole time, but I was just drifting further out.

A lot of owners are in that swim. The work is getting done and money is moving through the accounts. But is it moving you toward what you actually want?

My job is to help you lift your head up and check.

What working with me looks like

Numbers you can trust. Financial information that's reviewed, understood, and reliable enough to make decisions with.
Cash flow you can see coming. Fewer surprises, and time to respond when something changes.
Your numbers in plain language. What's true, what's drifting, and what it means for the decision in front of you.
Someone keeping watch. I go through the financials, ask questions, and flag the things that deserve your attention.
You stay in the driver's seat. You make the decisions. My job is to make sure you have the information and perspective to make them well.
No 12-month lock-in. Businesses go through seasons, so the offering is flexible, built around that understanding.

Who I work with

Established owner-led businesses that have outgrown managing their finances on instinct
Owners who carry a lot of the financial responsibility themselves
Businesses that already have an accountant but need more oversight, interpretation or planning
Businesses that need someone to take over the accounting function
Owners asking the question every owner asks: "Am I doing well?"

Plenty of the businesses I work with are in good shape. They're growing, changing leadership, managing real assets, or facing a big decision, and the financial side has to keep up. Some of my best working relationships started with an introduction from someone who knew both the business and what it was dealing with.

Who this isn't for. If you want someone to talk down to you, that's not me. I hold a high standard, with a lot of empathy. And if you only need taxes filed, your CPA is the right call.

About me

I'm Troy Carson. I studied accounting at Morehouse because a professor called it the language of business. I started my career at Deloitte Consulting, working on strategy and operations for some of the biggest companies in the world.

I left corporate America because I kept finding myself drawn to entrepreneurs, the people building something new and willing to keep learning through the uncertainty. I spent years as the de facto third partner at a real estate investment firm run by two brothers, and we grew it from about $10M to over $200M in assets. More recently, I've worked closely with the owner of an established CPA firm, helping strengthen its operations, technology and client delivery.

Big companies have a CFO and a finance team whose job is to make sure the numbers are right and someone is paying attention. Most owner-led businesses don't have anybody in that seat. I want to bring that same quality of work to them, because I believe a thriving small business community is what creates opportunity and makes the places we live stronger.

Start with a conversation

The Clarity Session is free. It's a real conversation about where you are and where you're trying to go. It's not a sales pitch. If it's a good fit, I think we'll both know pretty quickly.

Book a Clarity Session

troy.carson@carsonac.com