During the course of her professional experience with over 30 years in Accounting and Finance, Rachel Carlsen has worked in highly diversified and entrepreneurial environments while developing her skills as a Tax Strategy Expert and Business Valuation Expert. Rachel Carlsen 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 that is. The experience that Rachel Carlsen 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.

During her time in the Bay Area, Rachel Carlsen worked with multiple clients that were cutting edge in their space and on a path to Entrepreneurial Success, including;

Auctiva - instrumental in brand development and the creation of the revenue model (integrated Ebay Auction software, eventually purchased by Alibaba)

ReloPro - instumental in business plan development and execution

Achieva - internal accounting management and training (Educational College Aptitude Software)

37 Degrees - instrumental in financing arrangements and business plan development and execution

Zack Systems (Brand Development Software Company)

Matranet (Telecommunications Company)

Rachel Carlsen has always been fascinated with numbers and enterprise, and by the time she arrived at 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. 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 services 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 allowed 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 Rachel Carlsen's 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, including Tax Preparation; with 300% year-over-year revenue growth, until her firm's dissolution and partnership merger in 2018.