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A New Perspective In Accounting

CPA’s are focused on compliance and tax. Accountants are more focused on ‘fixing’ data than interpreting data. Full Charge Bookkeepers are a thing of the past.  Software promises a quick solution; but implementation is not easy and can be costly. Business owners are frustrated and overwhelmed with their accounting and don’t know where to turn. They are tired of business as usual. They want more.

The world has changed, how we do business has changed, but the foundation remains. Good systems provide timely, relevant numbers upon which informed, strategic decisions can be made. As Pacioli stated in his 1494 Treatise without a good system, without timely numbers business owners understand, “they would have no rest and their minds would always be troubled.”

Look 22 degrees distant, just left or right of the sun for the bright spot in accounting. Look for the SunDogs. Sundogs refract light to provide a different view.

We live and work in the business world. We know bookkeeping. We are accountant’s. We are strategic advisors. We are future ready. We embrace the efficiency and cost benefits of automation and integrated software solutions.

We start at the foundation, study your workflows and core systems and weigh your needs. We work hand-in-hand to develop a shared understanding, determine the current situation, objective and goals. We collaborate. We listen. We design processes and procedures and research solutions. We assist with implementation and beyond. We are SunDogs.

Our Philosophy 

We at SunDog Consulting believe the success of your business boils down to your ability to make informed, strategic, results-oriented business decisions. To do this you must collect and evaluate timely, accurate and relevant numbers. It requires an effective accounting and business management system to provide the numbers you need. They are your decision making information.

We know that adding software to a broken system will only make it worse.  An App may feel like a quick fix for today’s pain point, but without a system they quickly become a dysfunctional conglomeration instead.

We take the time to get to know our clients and give them our undivided attention. Working hand-in-hand to develop a shared understanding, we determine the current situation, objectives, and goals.

Who We Are

Carrie J. Goodman, MBA, Principal

Carrie brings to SunDog more than 20 years of experience in the business and financial world. Put together Carrie’s formal training in accounting and business administration, her experience as a consultant and instructor, and her knowledge of the day-to-day operations of a small business, and you have a person uniquely qualified in the development and implementation of management and accounting system.

The daughter of entrepreneurs, Carrie grew up learning the ins and outs and ups and downs of her family’s floral business. She majored in accounting in undergraduate school at the University of Arizona and received her MBA from the U of A in 1991. She has a California CPA certification, and has worked as a certified public accountant, an instructor and a business administrator in the western United States since the mid-1980s. Carrie has a simple, logical approach to accounting and management systems and she is able to easily and effectively communicate with entrepreneurs as she helps them learn to “manage by the numbers.”

Caralee L. Valdez, Principal

Caralee’s energetic passion for small business and inventive thinking drove her to establish the business in 1998. An entrepreneur herself, Caralee discovered the challenges faced by small businesses in developing accounting and business management systems. Caralee loves the ever-changing innovation that technology brings to accounting and business management software. Her strong accounting foundation, understanding of the workflows of small business, coupled with her love of accounting technology solutions gives her a unique insight in assisting clients in choosing the best technology solution for their business.

Always searching for new opportunities and challenges, Caralee loves to learn as evidenced by her education and certifications. She has a B.S. in Business Administration from Colorado Technical University. She has been a QuickBooks and Bookkeeping Instructor, AIPB Certified Bookkeeper, Certified NxLevel Instructor, and Marketing for Smarties Coach. Her current certifications include Advanced QuickBooks ProAdvisor®, Xero Certified, and FreshBooks Certified Accountant.

Our Services

  • Business Needs Assessment – Let us help you identifying the specific needs of your business and address your pain points.
  • Process and Procedure Design – They are the building blocks of good management and accounting systems.
  • Software & App Selection – Uniquely qualified to assist you with software and technology selection and stack solutions.

You know your business – we know systems. Ready to connect? Contact SunDog.