ConsultingWP originated in 1985 with five principals dedicated to integrity and excellence in economic and financial consulting.
Through gaining experience in various economic periods, our team are able to identify the best opportunities whether we are in good times or bad times. Good times provide growth in our portfolio and bad times, despite the potential negative effects, can provide opportunities.
We see ourselves as a forward looking group of passionate property professionals with the relevant experience to match.

Why choose us
Travel and Aviation
Consulting
Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.
Financial Services
Consulting
We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.
Business Services
Consulting
We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.
Energy and Environment
Consulting
Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.
Consumer Products
Consulting
We are a company that offers design and build services for you from initial sketches to the final construction.
Surface Transport
& Logistics Consulting
The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.
Our mission
In 1990, ConsultingWP combined with Inception Analysis, Incorporated to strengthen its expertise in energy matters and opened its first office in Cupertino. Since then, the company has expanded throughout the United States and Europe to more than 300 people.
We know our clients’ brands inside and out to create bespoke campaigns that bring the brand story to life, engage with consumers and inspire the media.
- Work fewer hours & make money
- Phenomenal success in our target
- Retain, high-paying customers
- You’ll get more done in less time
- Leadership skills to manage team
- Generating millions of dollars
Our experience
Our team
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Tricia Kaelin, CPA
Tricia Kaelin, CPA Chief Financial Officer, Chief Technology Officer Principal Advisor – Restructuring...
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Alyssa Collins
Alyssa Collins Senior Accountant Alyssa is an accounting professional with a wide-range of experience...
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Amorette D. Mason
Amorette D. Mason, EA Controller & Tax Expert Dope CFO Network – VIP Pro Amorette Mason...
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Molly Mayfield
Molly Mayfield, CPA Controller, Dope CFO Network – VIP Pro Molly is a CPA with over 20 years...
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Lisa Plunkett
Lisa Plunkett Controller Lisa is an experienced cannabis industry Controller. She excels at building...
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Bruce Andersen
Bruce Andersen, CPA Tax Expert Dope CFO Network – VIP Pro Bruce has 30 years of experience...
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Rick LaNeve
Rick LaNeve, CPA Chairman – Cannabis Committee of the New York State Society of CPAs Dope...
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David Rabinovitz
David Rabinovitz, MBA, CLFP Principal Advisor David is a unique problem-solver with strong financial...
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