Management consulting, built on a
Big Four background in audit and executive-facing strategy.
Helping small CPA firms and business owners strengthen how they operate.
CPA & accounting firms
Small and mid-sized firms preparing for peer review and building quality management systems. The SQMS No. 1 Toolkit is available now; hands-on advisory returns in 2027.
Owner-led businesses
Founders and leadership teams working through operations, strategy, and what comes next - with hands-on advisory scoped to what the business actually needs. Advisory returns in 2027.
What the practice covers.
SQMS No. 1 Toolkit for CPA firms
A productized toolkit for firms preparing for peer review under SQMS No. 1. Risk assessment, monitoring templates, and audit binder structure.
Hands-on advisory returns in 2027 following maternity leave.
- Peer review readiness & remediation
- Ongoing monitoring support
- Firm transformation
- Strategy & operations advisory
- Executive workshops & strategic planning facilitation
- Business process improvement
Be the first to know when 2027 services open.
Leave your email and I'll send a note when hands-on advisory returns next year.
Caroline Cast, CPA.
Caroline is a licensed CPA and management consultant. She started her career at Deloitte in Audit & Assurance, then managed Executive Transition Labs through Deloitte's consulting greenhouse - working with C-suite leaders on strategy and operations.
Today she works with small and mid-sized CPA firms and owner-led businesses across quality management, operations, and finance. The SQMS No. 1 Toolkit grew directly out of that work and has been tested and refined alongside it.
Read the full About pageBefore you reach out.
I'm not sure exactly what I need. Can you help me figure that out?
Yes - that's usually the first conversation. A 30-minute consultation makes it clear whether the toolkit is the right fit now, or whether what you need is advisory work returning in 2027, and there's no cost or commitment to find out.
Do you only work with CPA firms?
No. The practice serves CPA firms and owner-led businesses alike. The work spans quality management, operations, strategy, and finance - the common thread is building systems you can actually run.
Is the toolkit software I have to log into?
No. Everything is delivered in Excel and Word. You own the files outright - there's no platform, subscription, or seat fee.
How do engagements usually start?
With a short conversation about where you are and what you're working toward. From there I'll propose a scope before any commitment - and I'll tell you plainly if I'm not the right fit.
Not sure where to start? Let's spend 30 minutes on it.
Free, no commitment.
Book a consultation