Carol Phelps Associates Services Offered

At Carol Phelps Associates, clients can expect functional expertise across a wide spectrum of industry sectors. We deliver top-notch business acumen and thought leadership to solve financial and business issues. Most importantly, we invest quality time to learn the business drivers of each client in order to become a trusted business advisor.


  • Budgeting and Accounting
  • Cash Flow Analysis
  • Valuation Models
  • Profitability Analysis
  • Operational Efficiency
  • Strategic Planning
  • Fiscal Check-ups
  • Growth Analysis
  • Marketing & Branding
  • Scalability
  • Practice Management

  • Internal Controls
  • Business Intelligence
  • Mergers and Acquisitions
  • Forensic Accounting
  • Sarbanes-Oxley Compliance
  • Legal Review


Business Strategy - Carol Phelps AssociatesBusiness Strategy

CPA has a solid background in working with enterprises ranging from small manufacturing and construction firms to large international information technology enterprises. The common dominator is a commitment to ethical growth and sustained profitability.

Construction - Carol Phelps AssociatesConstruction

CPA provides assistance to construction, architecture and engineering firms in areas of access to capital; project management, bidding and cost estimating, scheduling and contract negotiations.

Transportation & Logistics - Carol Phelps AssociatesTravel, Transportation, & Logistics

CPA uses data and business models to develop costing and pricing recommendations for customers facing increasingly high fuel and infrastructure costs.

Information Technology - Carol Phelps AssociatesInformation Technology

Innovation and speed to market are key dynamics for high tech firms. CPA helps clients capture  actual expenditures and measure against planned budgets.

Environmental Social Sector - Carol Phelps AssociatesEnviromental and Social Sector

CPA supports client in the “green” sector as well as non-profit sector to manage their businesses. CPA has expertise in economic development strategies especially for women in emerging markets.

Financial Services - Carol Phelps AssociatesFinancial Services

CPA maintains focus on internal controls and strong financial oversight for public and private companies. Our team are experts in analysis of financial reports and statements.

Retail - Carol Phelps AssociatesRetail

CPA analyzes market data to help retail customers understand the buying demographics of their targeted consumers. We drill down on data to identify the unique profitability of different channels of distribution.

Consumer Packaged Goods - Carol Phelps AssociatesConsumer Packaged Goods

CPA can provide comprehensive studies on operations to enhance the manufacturing of goods.