About me
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate.
As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies.
With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations.
“It was a pleasure to talk with Carli about all of my tax and business opportunities!”
— Alex Gong
“Working with Carlesia was a pleasure. She was very responsive throughout the process; even getting back to me after midnight her time. She showcased knowledge of my tax situation, diligence and a professional work ethic. The work was completed ahead of schedule and on budget. Highly recommended.”
— Clayton Garrett
CH Strategies, LLC 