Running Valley Financial, LLC -

Melanie Colon

Before working with Carrie, I thought I had a good grasp of my business finances, but I often found myself with an empty account at the end of the year. I didn't have a cushion, and I struggled to find the cash to pay taxes on time. Carrie introduced me to the Profit First system and helped me set aside money for taxes on a monthly basis. She provided the strategy and accountability I needed to allocate the right percentages for both taxes and profit.

Now, I have money sitting in an interest-bearing account, ready for tax payments, so I never have to scramble at the last minute. Plus, my Profit account is growing, serving as a buffer for emergencies or slower months. For the first time, I have money left over to show for all my hard work, and I can confidently say that my business is profitable. Carrie's guidance brought so much clarity and direction, and I'm incredibly grateful for her ongoing support.

Tricia DeBolt

Carrie was amazing to work with for my taxes this year! All things financials and taxes intimidates me, so it was great having someone so kind, communicative and knowledgeable helping me file. The number one thing that stands out to me about working with Carrie is I felt very reassured and paid attention to the entire process. Being a small business owner, when working with past accountants I did not feel this way so it was so nice to know she cared and answered all my questions. I am so happy to continue working with Carrie going forward!

Anita Shumaker

Carrie is wonderful to work with, and she makes the process very easy and explains everything very thoroughly! She makes you feel comfortable every step of the way. I highly recommend working with Carrie!!

Carly Marie

Carrie with Running Valley Financial Associates is fantastic! We met two times throughout the year for tax strategy calls. Those were super helpful! The way she presents information, answers questions, and guides you through everything is top-notch. She is extremely knowledgeable. We learned a lot from her and look forward to having an ongoing relationship with her as we move forward in life and in business. She made this tax season a breeze, which, of course, as we all know, can sometimes be a a bit stressful. Thank you, Carrie!!!! I

Chelseas CrispCleaning

Carrie is amazing with communication, and gets our taxes done in a timely manner! She thoroughly listened to my concerns or any worries I had and was able to walk me through the process. Thanks Carrie!

Candace Glading

Carrie is such a pleasure to do business with. As soon as I "met" her in our welcome virtual meeting, I knew she was the right CPA. Her workflow is very organized via her portal, and she's very responsive and helpful in answering questions and advising how best to do things (e.g. keeping records for college expenses). We had a tricky issue this year for our tax return, but she figured it out quickly and logically. We are so glad to have her professional expertise. I know that she will be able to make sense of any other tricky or complex scenarios that come our way in the future.

Ashley Rodriguez

Carrie did a great job with our taxes. She was super fast and answered any questions we had with expert knowledge. I really enjoyed using her portal to upload documents and sign them when she was done and chat with her as needed. We will absolutely be using her again!

Kathleen Thaxton

Carrie did an excellent job with my taxes. Her app and secure online portal allow me to upload all my documents wherever and whenever I need to. Carrie is right there to answer questions and always working in my best interests!