Charles is a CPA and entrepreneur with over 30 years of experience. Charles has provided business and accounting solutions to many businesses in a variety of industries. He has guided numerous entrepreneurs in the creation and improvement of their business. In addition, Charles has founded, operated and sold many ventures himself. This collective experience gives Charles a unique perspective to deliver high impact solutions for the clients he serves.
Charles provides Financial Neutral services for clients in the Collaborative Divorce process. Resolving complex matters is a characteristic that works well with couples during the Collaborative Divorce process. Charles’ experience and relatable communication style is a calming, helpful resource for couples and is an ingredient that leads to objective and trusted resolutions.
Charles is founder of CAPSERV360 and is the Director of Financial and Accounting services for the firm. Charles' training, experience and relatable communication style makes him a valued and trusted advisor for clients. Charles is a reliable resource for clients because he delivers value added solutions for the business and business owner.
- Financial systems
- Financial Neutral in the Collaborative Divorce process
- Strategic planning
- Business acquisitions or sales
In addition to providing business and accounting solutions to CAPSERV360 clients, Charles is also the host of the Answers That Count podcast. This podcast provides content for entrepreneurs, business owners, managers and those who are trying to get there. Charles features an array of business experts such as attorneys, human resource experts, insurance professionals, financial advisors and many more specialists. Charles and his guests discuss the hottest topics pertaining to the current economic climate, regulatory actions and topics of the day.
In 2001, Charles transitioned from a partner with the CPA firm to starting an accounting and bookkeeping firm, Bean Team. This firm provided bookkeeping and back-office solutions for entrepreneurs for nearly 2 decades. In November 2020, Charles sold the firm he founded, Bean Team to Reconciled a virtual bookkeeping firm for entrepreneurs. Bean Team as part of Reconciled, expands the resources available for both employees and clients of Bean Team.
After graduation from Florida State University in 1985 with a B.S. Degree in Accounting, Charles began his professional career in the public accounting. Charles worked with small businesses by providing accounting and attestation services. During this 16-year period, Charles advanced to a Partner in a regional CPA firm. His appreciation for the small-business owner grew immeasurably. Charles learned about the challenges and tools needed for the entrepreneur to succeed. In 2001, he founded an accounting and bookkeeping firm that evolved into Bean Team. The mission of Charles and Bean Team was to deliver accounting and back-office solutions that helped their clients succeed.
