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Services

Carol leverages her professional experience to optimize business performance through her approach to finance and analytics. She evaluates organizational structures, provides Treasury analytics, identifies opportunities for financial performance, and offers employee recruitment, development, and retention solutions.

Rates are determined by location, format, duration, and frequency.

Calibrate

Assess

Identify scope of services, client initiatives, objectives, culture, & risk concerns.

Build

Focus on identified operational challenges & recommend solutions to workplace performance.

Collaborate

Interact with key staff to assess leadership qualities, development, & levels of engagement.

Accountability

Review internal controls, best practices, audit deficiencies, time management, & vendor relationships.

Benchmark

Analyze financial reporting formats, timeliness, accuracy, relevance, & utilization of key performance indicators.

Communication

Deliver key personnel support by identifying skill levels, awareness of interdependence, & hiring practices.

Activation

Offer recommendations to leadership to assure efficiency, effectiveness, & efficacy.

Balance

Propose strategies to preserve the company mission in support of employees, customers, & vendors.

Continuity

Provide a strategic partnership to assist in short-term goal achievement, long-range planning, & maintain business momentum.

Contact

Contact

Thank you for your inquiry. I'll be in contact soon!

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"I just wanted to thank you again on behalf of the Board and everyone at Coldstream for all of your assistance these past several months, helping us to right the ship and get back on track in the Finance Department. You have helped us navigate a very turbulent 2024 with our staffing challenges and fraud recovery, and we are forever indebted to you for all of the effort you put in to help set us up for success next year! Thank you again for all that you did, for (literally) working through a hurricane, and for being there for us at every turn."

Jenny Harves

Board Member & Finance Chair

Coldstream Country Club

"Your time and dedication to help us through this transition has been extremely helpful and very valuable."

Shawn Costello, GM & COO

Coldstream Country Club

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"I just want you to know how fortunate we are to have you on the team during these challenging times."

Robert A. Sereci, CCM, ECM

Chief Executive Officer 

Colleton River Club

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"Thanks for making the mountains feel like molehills... Your support has been greatly appreciated throughout the transition."

David Sweet

General Manager/COO

Boca Woods Country Club

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"Carol - Thanks for helping to bridge the gap and providing guidance during our time of transition."

Mark Bado, MCM, CCE

General Manager/COO

Mizner Country Club

"It has been amazing working with you over the past few months. Your guidance was invaluable to all of us! Thank you so much for the support, guidance and training!"

Robyn Schapiro

Controller

Mizner Country Club

“I enjoyed our time together, thank you for everything that you did to set us in the right direction...we are in a much better place than a year ago and that is solely because of you...you exceeded all expectations.

Eric Dietz, CCM, CCE, PGA

General Manager

The Tree Farm

Cat Cay Yacht Club

“Thank you for your support, guidance, hard work, and expertise during a challenging and exciting time for our private island community and Club. It has been an honor working with you.”

John McCranie, CCM

General Manager/COO

Cat Cay Yacht Club

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"Thank you for helping out to fill the void. I appreciate your help and professionalism over the last couple months. Hopefully we are off in the right direction but will reach out if I need your assistance again in the future."

Ian Leggatt, PGA

GM/Director of Golf

La Gorce Country Club

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“Carol’s dedication and job performance has always been at the height of excellence. Her potential and performance are nothing short of outstanding. The quality and accuracy of her work is unquestionable, and she is well respected throughout the corporation.

Frank Cuzzo

Sales Manager

Penske Auto-Truck Leasing  

“Carol is a very solid addition – great organizational skills, competent and knowledgeable, willing to take on new tasks. She is good at partnering with departments to improve standards, systems and controls.”

Jesse K. Thorpe

Chief Operating Officer

Hammock Dunes Club, Inc.

“Carol performed above expectations on a consistent basis ... and is one of the strongest resources in our division. She maintained a strong control environment ... and is well respected by her peers and senior leadership ... Her work on the labor audit was exceptional. Carol’s audit score was the highest in the division, which demonstrated the abilities of her technical skills and organization."

Phil Fash

Division Controller

Toll Brothers, Inc.

“I would like to express my appreciation for what you accomplished for us. You were the one to straighten out the books and the audits, and create a functional financial department. That was no small achievement.”

Chauncey Dewey

Emeritus Board President

Hammock Dunes Club, Inc.

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