Meet Brian Carlton, CPA

As a born leader, Brian captained his college basketball team before beginning his career as an entry-level staff accountant at a regional CPA firm. In his 35-year career, he rose to the top leadership ranks as a regional managing partner and executive committee member. During his career, he provided services in audit and litigation support before moving full-time into tax compliance. In his leadership roles, which spanned nearly two decades, he proved to be a skillful and tactful negotiator, a key strategist, and a motivator of people. He helped lead his firm and region through tremendous growth and robust technological and industry challenges. He consistently garnered top scores in trustworthiness from his peers and associates. He gained significant and valuable experience and wisdom as he grew with the firm and is now using that wisdom and experience to help others.

Over the course of his career, he has:

• Developed and executed a strategy that resulted in growing his region from 15 to over 250 employees
• Developed, implemented, and executed merger and acquisition strategies
• Served as a key leader in his firm’s minority and women’s leadership development initiatives
• Served as a member of the firm’s executive and compensation committees
• Implemented strategies that dramatically improved employee retention
• Served in leadership on various non-profit and religious organizations

Now he’s putting that experience to work for you.

As a strategic advisor to CPA and professional services firms, Brian helps organizations plan and execute growth strategies by developing and delivering benchmarking data analysis on various issues, such as required capital, working capital, and cash flow. Additionally, he provides comprehensive data review and feedback on proposed acquisitions and assessments and uses his expertise to assist in partner compensation processes, partner deferred compensation and buy-out plans.