Rachel Carlson
Staff Accountant
Rachel Carlson is a Staff Accountant in Client Advisory Services. She works with both nonprofit and for-profit clients, contributing to core accounting functions and helping ensure financial data is consistent, timely, and reliable.
She is certified in QuickBooks Online and BILL and regularly uses these systems to support efficient workflows and accurate transaction processing. Rachel is recognized for her dependable work style, strong attention to detail, and ability to manage multiple priorities. She continues to grow her accounting knowledge while contributing to a collaborative, client-focused environment.
Education/certification/professional memberships/awards
Bachelors of Business Administration in Accounting from Grand Valley State University.
Years in Practice
1
Top 5 Gallup Strengths
• Relator
• Communication
• Restorative
• Developer
• Adaptability
Your role at the firm, area of specialty, main responsibilities
As a staff accountant, I support clients through a variety of daily accounting tasks and month-end processes. My responsibilities include invoice entry, coding, and approval, along with assisting in reconciliations and other closing activities to ensure financial records are accurate and up to date.
What I enjoy most about my work is helping create organized and reliable financial information that clients can depend on. I like the balance of routine and problem-solving, and I take pride in improving processes and finding efficient ways to get things done.