What Katrina Carrington does

Katrina Carrington CPA PLLC, now operating under the brand Keystone Crest Financials, is a privately-held, founder-owned professional services firm founded in 1999 by Katrina Carrington, a CPA and MBA with military veteran credentials and 25 years of industry experience. The firm is headquartered in Jacksonville, North Carolina, and delivers a full-service suite of tax, accounting, payroll, and business consulting services to small business owners, individuals (including the military community), and contractors. Core offerings span tax preparation, tax planning, IRS tax problem resolution, expatriate tax services, outsourced bookkeeping, payroll management, QuickBooks training, and consultation/coaching engagements. Service delivery is consultation-led: clients book discovery, tax planning, business strategy, and QuickBooks training calls through a LeadConnector widget on the firm website, with pricing established via engagement letters under retainer, one-time, or 12-month recurring subscription structures.

In addition to traditional professional services, the firm has expanded into a proprietary technology product, the Growth Hub System—a CPA-approved automation platform for service contractors that bundles a business phone line with call tracking, a virtual assistant, automated lead follow-up, and a CRM with pipeline dashboard. The Growth Hub is offered either as a one-time buildout or under a recurring subscription model. The firm also resells the 7 Figure Wealth Toolkit in partnership with ProfitWealth. There are no disclosed AI/ML capabilities, no software platform beyond the contractor-focused Growth Hub tooling, no API surface, and no enterprise integrations. Technology stack references are limited to QuickBooks proficiency and standard CRM/booking tooling (LeadConnector, Stripe for payments).

The go-to-market motion is sales-led and relationship-driven, with no channel partners, resellers, or institutional ownership. Marketing relies on the company website, organic content, YouTube educational video, an outbound phone number (833-359-3582), and online booking. Revenue is not publicly disclosed; the firm operates on a professional-services fee model supplemented by subscription revenue from Growth Hub and recurring client engagements, with all business conducted under the laws of the State of North Carolina. The leadership team comprises approximately nine people including the founder/CEO, IRS resolution, payroll, tax, and business services specialists, and executive assistants.

Name

Katrina Carrington

Legal name

Katrina Carrington CPA PLLC

Website

https://katrinacarringtoncpa.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Katrina Carrington CPA PLLC (branded Keystone Crest Financials) is a Jacksonville, North Carolina-based CPA firm providing tax preparation, accounting, payroll, and business consulting services to small business owners, military community members, and individuals, with a proprietary Growth Hub automation platform for contractors.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Other Accounting Services (541219)

SIC

Services-Management Services (8741)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Small business accounting
• Tax preparation services
• Payroll management
• IRS tax resolution
• Business tax planning

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting Services: Comprehensive accounting and bookkeeping services for small businesses. Services include outsourced bookkeeping, financial statement preparation, and ongoing accounting support. Offered under engagement letters with detailed scope and fee structures.
2. Tax Preparation and Planning: Tax preparation, planning, and compliance services. Includes tax return preparation, strategic tax planning, expatriate tax services, and tax problem resolution. Revenue generated through service fees quoted in engagement letters.
3. Payroll Services: Payroll management services including processing, compliance, and reporting.
4. Consultation and Coaching: Business consultation, coaching, and strategic planning services. Offered as separate engagements or bundled with other services.
5. Growth Hub System: CPA-approved automation system for service professionals (contractors). Includes business phone line, virtual assistant, lead follow-up automation, CRM setup. One-time buildout or ongoing subscription model.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Katrina Carrington CPA PLLC (Keystone Crest Financials) is a full-service tax, accounting, payroll, and business consulting firm offering tax preparation, tax planning, IRS tax resolution, expatriate tax services, outsourced bookkeeping, payroll processing, QuickBooks training, and business consultation/coaching for small businesses and individual taxpayers. The firm also offers a proprietary Growth Hub System automation platform for service contractors.

Product overview

Katrina Carrington operates as an accounting and financial services firm (now branded as Keystone Crest Financials) offering a unified suite of professional services for small businesses and individuals. The core portfolio includes tax services (preparation, planning, problem resolution, and expatriate services), business services (outsourced bookkeeping, payroll management, and QuickBooks training), and consultation and coaching. Additionally, the firm offers a proprietary Growth Hub System—an automation platform for contractors and service professionals featuring CRM, call tracking, and virtual assistant capabilities—as well as a 7 Figure Wealth Toolkit for wealth building. Services are delivered through scheduled consultations and booking sessions.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Professional tax return preparation and filing services for individuals and businesses, ensuring accuracy and compliance with tax regulations.
• Tax Planning
• Tax Problem Resolution
• Expatriate Tax Services
• Outsourced Bookkeeping
• Payroll Services
• QuickBooks Training
• Consultation & Coaching
• Growth Hub System

Quantifiable outcome

• According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Named customers5 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Pilot: Tech-enabled accounting, bookkeeping, and CFO services for startups and small businesses. Comparable in serving SMB outsourced accounting needs but differentiated by software-first delivery and focus on venture-backed companies.
• Bench: Tech-enabled bookkeeping platform combining software with dedicated bookkeepers for small businesses. Comparable in outsourced bookkeeping and SMB focus but uses a stronger proprietary software layer than the Katrina Carrington firm.
• Botkeeper: Automated bookkeeping service combining AI/ML with human accountants for SMBs. Comparable in outsourced bookkeeping and SMB target customer but competes primarily on automation and lower price points.

Broad incumbents

• RSM US: Mid-market accounting firm providing tax, consulting, and outsourced accounting services to privately held businesses. Comparable in serving privately held SMBs with tax and accounting needs but at significantly larger scale and broader geographic reach.
• KPMG US: Big Four accounting firm offering tax, audit, and advisory services including small business and private client services. Comparable in tax preparation and advisory capabilities but operating at enterprise scale rather than as a small local CPA practice.
• Intuit QuickBooks Live: QuickBooks-branded virtual bookkeeping and tax services offered by Intuit. Comparable in offering outsourced bookkeeping and tax support to small businesses, but as part of Intuit's broader accounting-software ecosystem rather than as a standalone CPA practice.
• BDO USA: Major U.S. accounting firm offering tax, advisory, and bookkeeping services to businesses including the SMB segment. Comparable in tax preparation and advisory offerings but serves a much broader client base with significantly more resources.

Direct peers

• Jackson Hewitt: Tax preparation franchise serving individuals and small businesses with similar preparation, planning, and resolution services. Comparable in service mix (tax + bookkeeping add-ons) and customer segments to the Katrina Carrington firm.
• H&R Block: National tax preparation chain serving individuals and small businesses with both in-person and virtual CPA/tax services. Directly comparable to Katrina Carrington's core tax preparation, planning, and IRS resolution offerings, though at much larger scale.
• 1-800Accountant: Virtual accounting and tax services firm targeting small businesses with bookkeeping, tax preparation, payroll, and advisory offerings. Highly comparable business model and target customer base (SMBs needing outsourced financial services).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/katrinacarringtoncpa
• LinkedInlinkedin.com/company/katrina-carrington

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Katrina Carrington