CPA Consulting
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CPA consulting built to engage, empower and educate

 

We’re not like the others.

Our uniquely collaborative approach to CPA consulting is thoughtfully designed to engage, educate, and empower you to get your finances organized so you can pursue growth opportunities and run more efficiently as a business.

We believe in empowering our clients to take control of their finances. We do this by educating you throughout our process on relevant industry and accounting standards so that you can make informed and calculated decisions about your organization’s financial framework moving forward.

Working with us, we will help you to:

  • Run your business more efficiently and legitimately

  • Ensure your business is compliant to all finance and accounting standards

  • Get your business audit-ready

  • Become more attractive to potential investors

  • Make more informed financial decisions for your business

 

Get In Touch

We offer complimentary, introductory phone consultations to help you determine what’s best for you and your company. Our goal is to help you get organized so you can reach your goals.

 

Our Services


Accounting Services

  • Financial statement reviews

  • Financial statement compilations

  • Audit preparation

  • Bookkeeping

  • Software implementations


Management Consulting

  • Mergers, acquisitions and spinoffs

  • Growth strategies

  • Business planning and forecasting

  • Standard operating procedures

  • Internal control implementation 


Expert Services

  • Forensic accounting

  • Optimization strategies

  • Cost analysis

  • Business valuations

 

 
 

Casey Bennett

founder & certified public accountant

Casey is not exactly like other accountants - she believes in working closely with and educating her clients so they are empowered to make informed financial decisions even after her work is done. Her unique perspective on a younger professional generation enables her to bring a more innovative, relatable and hands-on approach to her clients.

She is passionate about sharing her expertise to help companies create a firm finance and accounting framework that will enable them to achieve their short- and long-term goals as an organization.

Casey is knowledgeable, experienced and dedicated. After receiving her undergraduate degree in Accounting and Economics from the University of Denver, followed by her Master’s Degree in Accounting also at DU, she began her accounting career at a large regional public accounting firm in their audit practice. She focused specifically on startups and publicly-traded companies, which gives her unique insight into these types of organizations to this day.

More recently, Casey has worked primarily in the regulated cannabis industry at a young, publicly-traded company. She has relevant experience in internal controls process creation, ERP implementation, monthly close optimization, SEC reporting, financial planning and analysis, project management, audit prep, and due diligence.

 
 

 
 

Let's Chat.

Use the form below to contact us regarding your finance or accounting enquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.