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.