Becky Carlson, CPA, ABV, CDA

Director, OAS

As an accredited business valuator in the architecture and engineering (AE) industry, Becky has gained an extensive understanding of the crucial elements involved in an AE firm valuation. During her career, as a Partner with TWO CPAs & Consultants, Inc. and a Consultant at PSMJ Resources, Becky has developed highly focused skills in the areas of performing business valuations, ownership transition modeling, mergers and acquisitions, and firm transition plans.

Becky’s experience working with professional services firms also includes part-time CFO services, tax preparation, business advisory services, and specialized reporting such as key performance indicators analysis, as well as full-charge bookkeeping and financial reporting. Her love of numbers means Becky leaves no stone unturned in her pursuit of helping to strengthen your big picture strategies for growth and prosperity.

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.