About
Meet Shelley Carpenter,CPA
Shelley is a highly experienced local business owner and CPA, with over 15 years of expertise in financial management, accounting, and business strategy. With her unique background in tax, audit, and as a Controller; she brings a comprehensive approach to her role at Proactive CPA, helping clients navigate the complexities of their financial landscape. Shelley’s commitment to understanding the unique needs and goals of each client enables her to create tailored financial strategies aimed at maximizing profitability, improving operational efficiency, and driving sustainable growth. Her focus on delivering personalized solutions ensures that her clients not only achieve their financial objectives but also retain more of their hard-earned income.
​
Shelley places a strong emphasis on getting to know her clients personally and professionally. She believes every client is unique, with their own specific challenges and aspirations. She takes the time to fully understand the details of each client’s operations, vision, and long-term goals. This deep understanding allows her to create customized financial strategies that address their immediate needs while positioning them for future success. Her dedication to building meaningful client relationships sets her apart as a trusted advisor who goes beyond providing standard financial advice. Shelley offers insightful, client specific guidance that supports sustained growth.
​
In addition to her professional achievements, Shelley is a dedicated lifelong learner who continually seeks to expand her knowledge. Her passion for personal growth extends to the realm of health and wellness, where she is a certified Les Mills Bodypump instructor. Shelley’s commitment to fitness underscores the discipline and energy she brings to all aspects of her life. Outside of work, she enjoys leading an active lifestyle, and engaging in outdoor activities such as trail running, hiking, mountain biking, and camping with family and friends.
​
Shelley’s combination of financial expertise, client-centered service, and personal drive makes her an invaluable leader at Proactive CPA where she helps clients feel comfortable financially so they have more time to spend doing the things they love with the people they care most about.
Core Values
Caring
We genuinely care about our clients and each other, passionately striving to give our best in every interaction. We are driven by our belief that fostering a supportive and compassionate environment creates meaningful, long-lasting relationships. We deeply respect the hard work of our clients, recognizing that their dedication deserves our utmost effort, appreciation, and mutual support.
Accuracy
We prioritize accuracy in everything we do, recognizing that our clients’ trust relies on our attention to detail. We take the time and effort necessary to ensure our work is correct and complete, understanding that our role is to provide confidence and peace of mind to those we serve.
Enthusiasm
Enthusiasm fuels our commitment to excellence. We are excited about helping our clients navigate the complexities of tax strategies and proactive planning, making technical concepts relatable and accessible.
​
​Our dedication to fostering an enthusiastic community creates an environment where everyone feels comfortable learning, engaging in conversation, and strategizing.
Integrity
We hold ourselves to the highest ethical standards, ensuring honesty and transparency in all our interactions. We are upfront about what we can deliver, maintaining trust and integrity in our relationships with clients and colleagues alike.
Determination
We are willing to do whatever it takes—ethically—to complete our tasks on time and to the highest standard. We take pride in our work and embrace continuous learning, ensuring we acquire the knowledge necessary to tackle any obstacles efficiently and effectively.
Security
We are committed to providing our team with the tools and resources necessary for success. We provide our clients with clear guidance, enabling them to understand what toexpect and plan for the future with confidence. By ensuring both our team and clients feel secure and well-informed, we create a supportive environment where everyone can thrive.
