Carli has been in public accounting for over 15 years. She gained experience working within the Firm’s Assurance and Tax Planning & Compliance groups before transitioning to the Firm’s Business Consulting and Business Accounting & Finance practices. As part of these practice groups, Carli helps her clients with outsourced CFO and Controller services, valuations of closely held businesses, business exit planning, and general business advisory services. Her early experience in the audit and tax realms gave her a broad background that has been valuable when focusing on the specialty areas she currently serves.
As a part-time CFO/Controller for her clients, Carli assists them with projects such as month end closing and adjustments, financial statement analysis, KPI and dashboard generation and monitoring, budgeting, multi-year projections, assistance with obtaining financing and monitoring of related covenants, implementation of new accounting software, and financial presentations to management and/or boards of directors.
As a Certified Valuation Analyst, Carli values interests in closely held businesses for purposes such as exit, succession, and estate planning; assisting with a business sale or purchase; gift and estate tax planning and compliance; helping a business owner or a spouse through a divorce; and assisting with disputes between owners. Performing business valuations requires her to learn about every aspect of a client’s business. As a result, she is in a unique position to further help those companies and their owners to implement changes that can build and maintain the value of their businesses.
Additionally, Carli works with business owners and their attorneys, accountants, bankers, financial planners, and other business advisers to generate and implement exit, succession, and estate plans, which help business owners to maximize profits and value, and to sell or otherwise transition their business to the next generation or group of owners.
She graduated with a Bachelor of Science degree in Accounting from Juniata College.
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- National Association of Certified Valuators and Analysts (NACVA)
Awards & Honors
- Leadership of Hanover Class of 2015
- Hanover Chamber of Commerce, Treasurer
- Conewago Valley Soccer Club, Treasurer
- St. Teresa of Calcutta Catholic School, Finance Committee Member
- Adams County Children’s Advocacy Center, Past Treasurer and Snowflake Gala Chair