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Magnolia 313 Accounting Services

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Overview

150+

Avg Hourly Rate

2 - 9

Employees

2018

Year Founded

ABOUT MAGNOLIA 313 ACCOUNTING SERVICES

For Financial Peace of Mind

At Magnolia 313, we adopt a comprehensive perspective. We don’t just insert figures and handle the finances. Instead, we begin by understanding the owner's objectives and ensure that every decision made in the business aligns with those personal and professional aspirations. We partner with a select group of clients, referred to as members, to provide an exceptional level of service. Our philosophy is that you should only need to reach out to one person for all your financial inquiries.

Languages Spoken
English
HIGHLIGHTS

150+

Avg Hourly Rate

2 - 9

Employees

2018

Year Founded

Services
Focus
Industries
Clients
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services

About the Team

OUR STORY
Carolyn has dedicated over a decade to mastering financial management, business strategy, and tax planning, applying her expertise at accounting firms and Caterpillar. Recognizing gaps in client profitability and financial stress during her CPA tenure, she now leads a team offering enhanced services to empower business owners with crucial financial insights and strategies. Passionate about supporting local economies and communities, Carolyn understands the challenges business owners face in managing finances and planning for retirement. Outside of work, she cherishes time with her family and dog, Cooper, and enjoys adventurous pursuits like water skiing, snowboarding, and exploring global destinations, including memorable trips to Norway.

Projects & Clients

Project Size & Rate

Average Hourly Rate

150+

Locations

Headquarters

820 Walnut St.

San Luis Obispo, California, United States 93401