A Modern Accounting & Financial Services Firm
McCarthy Money Management was founded on the idea that the role of today’s CPA should be that of a client’s go-to trusted financial advisor; someone who actively participates in his or her client’s everyday personal finance and business decisions.
And so - that is exactly what Nicholaus set out to create with the founding of McCarthy Money Management. At MMM, we concentrate on our clients’ whole financial picture, not just their taxes. Offering a broader range of personal and business financial services – many of which are far more fundamental to one’s financial health than tax alone.
Our clients return time and time again to lean on Nicholaus for his guidance and expertise in all ‘money decisions’ they encounter. Our mission is to provide high quality, accessible professional financial guidance that people and small businesses deserve and need, and to be of impactful service to normal, everyday, hard-working folks in need of sound, reliable, and affordable financial services.
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We at McCarthy Money Management know that finding the CPA to partner with your business is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
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For most personal or business financial decisions, there isn’t a definitive, ‘right’ course of action to take. Rather, each unique situation presents a different set of choices - each with their own set of trade-offs. My job is to identify and help you understand your set of choices for your situation, and to make you feel confident that you are making the best decision for you and/or your business.
Certified Public Accountant
Nicholaus McCarthy, Founder & CEO
Founder, CEO
Nicholaus McCarthy
Nicholaus graduated from the University of Nevada, Reno, where he attended the business school and double-majored in Accountancy and Economics.
While in university, he volunteered for the Volunteer Income Tax Assistance (VITA) program, a non-profit organization that helps lower-income individuals and families file their taxes for free. It was then when he first realized his passion and talent for helping people with their finances and the rewarding nature of such work.
Out of college, he began his professional career working as a tax accountant at Mowat Mackie & Anderson, a public accounting firm in the San Francisco Bay Area. While at Mowat, Nicholaus passed the CPA Exam and gained the necessary experience to become a Certified Public Accountant. His work was primarily concentrated in tax, tax planning, and attestation services for high net worth individuals and medium-sized businesses. He excelled at analyzing his clients’ situations and coming up with solutions tailor fit to their specific needs.
Nicholaus enjoyed working in a traditional public accounting firm, but he felt restricted. He feels strongly that the role of the CPA in today’s world should extend far beyond filling out tax returns and other compliance-type work. He believes CPAs are best positioned to become any business’s go-to trusted advisor in real time, not just once a year during tax season. Nicholaus set out to create a firm that does just that with the founding of McCarthy Money Management.
Education
University of Nevada, Reno
B.A., Accountancy
B.A., Economics
Professional Certifications
California Licensed CPA
License #145069