As a Virtual CFO senior advisor, Chelsea provides clients with high-level financial strategy and management services. Building client trust, ensuring financial integrity and maintaining financial accuracy in a business are three responsibilities that Chelsea takes seriously. She enjoys working with clients to create solutions to drive them closer to accomplishing their goals.
Joined the firm in 2021
Education & Certifications
B.S., Accounting, Winona State University, Winona, MN
chelsea-j-carlson
Chelsea J. Carlson
Virtual CFO Senior Advisor
(866) 497-9761
Specialties
QuickBooks
Virtual CFO
Tax Planning
Financial Statements
Tax Preparations
About Chelsea
Professional Profile
As a Virtual CFO senior advisor, Chelsea provides clients with high-level financial strategy and management services. Building client trust, ensuring financial integrity and maintaining financial accuracy in a business are three responsibilities that Chelsea takes seriously. She enjoys working with clients to create solutions to drive them closer to accomplishing their goals.
Joined the firm in 2021
Education & Certifications
B.S., Accounting, Winona State University, Winona, MN
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