Becky Carlson, CPA, ABV, CDA

Director, AE

As an accredited business valuator, Becky’s career has focused solely on the architecture and engineering (AE) industry, She understands that the most crucial elements involved in an AE firm valuation are the employees. This lead with people approach can enhance the value of a firm and position it for greater success.

In her previous roles, as a Partner with TWO CPAs & Consultants, Inc. and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in the areas of  valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting services. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as benchmarking data that is highly usable and relevant to the client.

Her love of numbers means Becky leaves no stone unturned in her pursuit of helping to strengthen the big picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.

Education

  • BS degree in Finance from Michigan State University
  • BS degree in Accounting from Franklin University

Professional & Community Highlights

  • Accredited in Business Valuation (ABV)
  • Certified Design Accountant (CDA)
  • QuickBooks ProAdvisor

Ask Becky About

The time she served a root beer float to a rock star.