Mission

Slate Ridge was founded in 2024 to support small businesses, entrepreneurs, artists, and startups by delivering clear, reliable financial solutions. We provide transparent bookkeeping, FP&A (Financial Planning & Analysis), and consulting services. We work with clients virtually in all 50 states.

Our mission is to provide exceptional bookkeeping and advisory services, ensuring that every financial statement we deliver is consistent, accurate, and tailored to your business. We are committed to empowering our clients by simplifying complex financial tasks, offering expert guidance, and providing the insights needed for sound decision-making. By handling the intricacies of your financials, we enable you to focus on growing your business and pursuing your goals with confidence. At Slate Ridge, you’re not just a client, you’re a valued partner in a shared journey toward success.

Meet the Team

  • Founder & Managing Director

    Hi there! I’m Caroline, the founder of Slate Ridge. With over a decade of experience in accounting and consulting across various industries, I started Slate Ridge to empower and support fellow business owners. I’m passionate about using my knowledge to serve others. I believe accounting doesn’t have to be dull or overwhelming—in fact, I believe it can be approachable and exciting.

    • Dual Major in Accounting & Finance from UNC Charlotte.

    • 10 years of experience in accounting, in both consulting and industry.

    • Involved in multiple ERP system migrations and implementations.

    • Advanced knowledge of GAAP, and technical accounting.

    • Managed payroll & accounting for $50m annual revenue company.

    • Extensive experience in inventory and manufacturing requisition process.

  • Co-Founder & FP&A Director

    Hello! I’m Joe, co-founder of Slate Ridge. With a decade of experience in FP&A, I specialize in budgeting, forecasting, and financial analysis to drive strategic decisions. I’ve worked with top public companies like UnitedHealth Group, Taylor Morrison, and Columbus McKinnon, refining financial processes to enhance performance. I’m passionate about making finance clear, accessible, and impactful for businesses.

    • Major in Finance with concentration in Investments from UNCC.

    • 10 years of experience in Corporate Finance and Accounting.

    • Expertise in PowerBI implementation for financial analysis and reporting.

    • Advanced Skills in Budgeting & KPI Management.

    • Knowledge of SOX and SEC regulations pertaining to cost compliance.

Industries we work with

Start Ups & Small Businesses

SaaS

Life Sciences & Renewable Energy

AI

Professional Services

Artists & Freelancers

Event Venues & Hospitality

Entrepreneurs

Select Retail

Select Manufacturing & Engineering Services

Fitness Studios, Personal Trainers, & Healing Arts

Don’t see your industry? No problem, contact us to learn more.

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