I am pleased to offer this recommendation for Carleen Peterson Molnar, a professional accountant whom I first met through a business association but who has become my trusted friend, financial consultant, and personal tax advisor.

Being a business intermediary, I am frequently engaged in the marketing, sale, and transfer of business ownership with entrepreneurs – both buyers and sellers — from all over the USA. In doing so, I am witness to a wide spectrum of financial statements, balance sheets, tax returns, and payroll schedules – some ranging from professional to others that are far less so. I first became aware of Carleen Peterson when I came across the financial documents and tax returns for a mutual clients’ business. I was impressed with her pin-point accuracy, meticulous attention to detail, orderly presentation, and the overall professionalism of her reporting. But most importantly (and surprisingly), was the transparency, integrity, timeliness, and Christian values that she brought to the project. I was impressed with her seasoned, steady, and calming demeanor … and I have now entrusted her to be the EA for my two businesses as well as my family’s personal tax preparer.

In addition to having a superb educational background, a wealth of real world accounting experience, and a commitment to continuous training to stay ahead of the ever-changing tax landscape, Carleen is extremely proactive, client-centric, and possesses a relentless problem solving mindset. Every business deal or tax situation has its moments of frustration and challenge, but to her great credit, Carleen’s can-do attitude never wavers and her resolve to focus on the big picture results in a solution that consistently delivers value to her clients.

In the business world, we are all taught to be focused, independent, competitive, and often “to win at all costs”. In doing so, the need to listen to your client, strive to understand their needs, and develop helpful solutions is sometimes lost. With Carleen, personal gain is always secondary to how she serves her clients. Without reservation or hesitation, I strongly endorse Carleen Peterson for all accounting, payroll, or tax consultancy projects … and the best part is you will also receive an honest, trustworthy, and conscientious partner for no additional charge!