Andrew Carroll

Andrew Carroll, who goes by the LinkedIn username andrewcarrollcpa, is a multifaceted financial professional and entrepreneur. Here are some key points about his background and current roles:

Education and Early Career

Andrew Carroll holds a Bachelor of Arts in Business Administration, with a focus on Accounting and Finance, from California State University-Fullerton's College of Business and Economics. He graduated between 2002 and 2006.1

Professional Experience

• Carroll Family Holdings, LLC: Andrew is the Co-Owner of this company, which he has been involved with since April 2016. CFH LLC is a suite of companies focused on accounting, finance, and the start-up space, providing strategy and infrastructure to various businesses.15
• Kingstone Financial: He has held several roles at Kingstone Financial, including Investment Advisor Representative since May 2016, Chief Operations Officer - Family Enterprises from October 2016 to September 2020, and Strategic Advisor since July 2020.1
• Previous Roles: Andrew has also worked as a Registered Representative at Money Concepts from 2006 to April 2016 and as the General Manager at NCH Tax & Wealth Advisors from 2002 to April 2016.1

Current Focus and Ventures

• CFO and Advisor: Andrew operates as an Outsourced CFO for businesses and families, offering a wide range of financial and operational services. He is currently focused on disrupting the advisory business and integrating human, emotional, and behavioral elements into financial planning.3
• Letter Tech: He serves as the CFO of Letter Tech, which aims to disrupt the banking industry by combining banking, a robo-advisor, a digital family office, and a marketplace for private investments into a single app for high net worth individuals.2
• Other Ventures: Andrew is involved with several other ventures, including Collective (formerly Hyke), where he is the founding CPA and Advisor, and Luci, a pre-launch project developing a "machine human" interface for small business owners. He is also associated with J3 Initiatives and has been involved with Northstar Money and Titan Angels Angel Investment Fund.2

Companies Under Carroll Family Holdings

• Accrual Empire: Provides CFO services to small companies and families.
• Bookkeeping Joy: An outsourced bookkeeping company.
• CFOAndrew: Offers financial services to freelance knowledge workers and professionals.
• Andrew Carroll PLLC: A private tax and advisory firm for operating family offices.
• Firethorn Investment: An invitation-only investment fund for private equity and real estate investments.4

Andrew Carroll's expertise spans a broad range of finance, investment, tax, and accounting areas, and he is actively involved in building and advising various businesses and high net worth individuals.