Board Members

Save Yourself Sleepless Nights. Call in Back Up.

Jackelyn C.

Has been a CFO for 5 years managing over $100 million at a healthcare clinic. Before that she was a Controller for a HVAC company increasing revenue by 200% in less than 2 years.

She is empathetic and loves spending time with her loved ones.

Education

Bachelors in Accounting
MBA Emphasis in Finance
Fluent in Spanish

Shannel T.

She’s led 6–7 figure SAAS deals with brands like Bechtel, Kimley Horn, WSP, Aecom, Verizon, AT&T, and etc.

Now at Canopy, she gets to work with hundreds of accounting and CFO firms.
She loves learning and social impact.

Education
General Contractor
MBA
UX/UI
Geospatial (GIS)

Lana C.

Lana is a powerhouse who has lead multiple startups to 7+ figure revenue increases thanks to her skills in both finance and operations.

She is a force of good and is the playmaker behind the scenes. She loves her kids so much.

Education
Bachelors in Accounting and Information Systems
MBA Emphasis in Accounting
Fluent in Tagalog

Lee U.

As a Board Advisor she enjoys volunteering to support us thanks to her 30+ year track record at Port of Long Beach in California.

She was on a nimble team who oversaw over $677.5 million before retiring.
She lights up the room with her energy and kindness.

You Can't Scale A Mess

Fix your finances asap. Your business, your employees and family will thank you.

Stop Bleeding Money

When you’re serious about keeping the lights on and want to protect your business and family, you bring in the right support to back you up.

Created a proposal for $10 million and secured the funding for a new pharmacy to be built for a healthcare client in Southern Utah.

CAR has handled over 20 federal healthcare grants maintaining strict adherence to unique and specific regulations.

CAR has handled $19 million in federal & state grants to ensure the livelihood of a healthcare client with multiple locations that has over 60k+ visits annually per location.

CAR helped a healthcare client with 300+ employees get the same insurance benefits while cutting employee costs by 10%.

Who We Serve

Take Your Business Around
Construction & Civil

thanks to CAR’s strategic financial guidance, a construction transport team stayed open 12 extra months — giving them enough time to find the right buyer.

Did an acquisition for a new business owner in Salt Lake City, Utah and secured funding for $300k+ to convert personal loans into business loans within 12 months.

A construction owner was guessing on pricing with messy books. CAR stepped in, cleaned it up, forecasted finances resulting in saving $45K+ in taxes, and boosted profits by 15%.

Restructured manufacturing business and revenue model for company in Pleasant Grove, Utah that resulted in $1.8 million revenue increase.

Real Estate

CAR helped several real estate investors in Utah — each with over $10M in properties — save money with smart, tailored tax strategies.

Each CAR partner owns real estate, and one is a General Contractor — so we don’t just give advice, we live it.

CAR has managed over 60+ remodels to ensure the property was ready to be rented or sold.

CAR has exclusive partnerships with a drain cleaning and asphalt services in Salt Lake thanks to one of the CAR partners being a General Contractor.

Stop Tripping Over Your Numbers

Bring in the right team to help your business run smoothly.
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