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During the course of her professional experience with over 30 years in Accounting and Finance, she has worked in highly diversified and entrepreneurial environments. She considers herself to be a true numbers person with an outside-of-the-box perspective. Her work experience in the Bay Area not only taught her that things are not always as they appear, but to work within your passion and to be truly the best that you can be, no matter what. The experience that she received was not only unique in nature but also taught her to think differently, more strategically and in general to think smarter. This has not only proven useful in her career but has also created a key advantage in working with clients and other associates.
Rachel Carlsen has always been fascinated with numbers and enterprise, and by the time she arrived in college, she began developing a wide breadth of complementary skill sets. After working in different types of customer service positions throughout banking, she started to develop an understanding of Finance and Customer Service from a financial perspective. Rachel then relocated to the San Francisco Bay Area where she began her training and ascension in the field of Public Accountancy, and worked tirelessly in order to earn her CPA License. As she furthered her career in Accounting, she developed a vision for the Firm of the Future, where she could see financial services and the approach to client service rapidly changing to a full-service approach or rather, to a different approach.
In 2011, she passed the series 7 and series 66 exams for financial services and went on to eventually pass the insurance exam. This was to allow her to develop a niche and unique understanding in the financial services market, but with an accounting edge and perspective, which would prove to be quite beneficial and powerful.
With her unique perspective and insight, from a CPA point-of-view, she went on to form her own public accounting firm, based in Los Angeles, California, named; Carlsen Financial, and quickly became a leader in Accounting and Tax Strategy. She continued to be a leader in tax services and preparation, with 300% year-over-year revenue growth, until her firm's dissolution and partnership merger in 2018.
As President and Founder of Create Impact, a California based tax-exempt 501(c)3 Organization, she has a vision to give back by promoting social awareness and giving entrepreneurs the ability to learn from each other and to be in-service as Social Impact Partners. Socially Conscious Entrepreneurs have the opportunity to not only give back but to also educate fellow entrepreneurs on their mission statement and vision that led to their entrepreneurial path.
From 2015 to 2018, she served as the President and CEO of Carlsen Financial, Inc., formerly a California Public Accounting Firm located in Sherman Oaks, California. This organization created an accessible, virtual, financial network designed around her vision to create the "Firm of the Future". While providing financial planning services, insurance services, CFO services, bookkeeping and tax preparation, she opened the doors to socially conscious entrepreneurs and business owners like never before; providing access to a full suite of financial services in one place, facilitated and led by a Certified Public Accountant, and able to assist with a financial plan. This network of the future not only provided a high-tech solution to fast-paced entrepreneurs, but also provided the strategic road-map to individuals and businesses who needed assistance with the administrative structure of their organizations.
She has been featured as a guest speaker on Social Entrepreneurism and Diversity amongst her professional network; she prides herself on being a mentor to young people and future business leaders.
She has also served as a Principal at Carlsen Partners LLP, a Leader and Visionary in Business Consulting and Tax Strategy in the Greater Los Angeles Area.
In May of 2023, she was honored to receive an Outstanding Achievement Award from The Los Angeles Tribune, for her Outstanding Excellence in Leadership.
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