CASEY NEILON, INC.
CARSON CITY, NV

In 2005, two seasoned business women began to compare career notes. Darsi Casey had started out in the late 1980’s with a business degree majoring in marketing, never intending to become a CPA. Nicola Neilon (Niki) had begun raising a family before continuing her education and finding her love for accounting and her path to becoming a CPA. Casey Neilon’s ideal client is a time-starved entrepreneur. They are an owner or key stakeholder in a successful and growing business. Some Casey Neilon clients are serial entrepreneurs and hold equity in more than one business simultaneously. Casey Neilon impacts the business and personal lives of ideal clients in ways that are deeply meaningful to them. Here are just some of the outcomes that our ideal clients realize as a result of us serving them. Casey Neilon clients choose us for several reasons. First and most importantly, their financial lives and goals are often very complex, which means our clients need great advice and timely execution of that advice. At Casey Neilon, everything starts with a conversation. We want to come to understand your goals, dreams, hopes and fears. We also want to help you develop the best possible plan for your future. At Casey Neilon, we are dedicated to meeting the needs of our clients, our community, and the professional and personal growth of our team members. Our team is known for their commitment to reaching their potential, while helping our clients achieve theirs. In 2006, after decades of accounting and business experience, Darsi and Niki founded Casey Neilon. There was no need to solicit clients as their loyal clients continued on with them to their new firm. As the firm has grown over the years, Darsi and Niki continue to stay involved in changes in the business environment, the U.S. and world economy and of course the ever changing tax and regulatory environment. They are dedicated to serving their clients to their fullest capabilities. If you’d like more information about how we can help your family, please fill out the form on this page. ABOUT CASEY NEILON Casey Neilon’s ideal client is a time-starved entrepreneur. They are an owner or key stakeholder in a successful and growing business. Some Casey Neilon clients are serial entrepreneurs and hold equity in more than one business simultaneously. These entrepreneurs have complicated financial and business lives. They often need to make complex business or personal finance decisions within very short windows of time. Yet the implications of these decisions could be far-reaching in their long-term effect. This is why they need a trusted advisor who deeply knows them, their goals, their businesses, their family situation and their dreams. These entrepreneurs have a limited number of trusted advisors on their team and need a team leader to unite the players and deliver the best return on time. They prefer to have private conversations with a single advisor who can give them great and timely advice. They also want a partner who can fully execute on the decisions they make, get the details right and get the work done so they can focus their time and energy on their businesses and families. If you’d like more information about how we can help your family, please fill out the form on this page. ABOUT CASEY NEILON Casey Neilon impacts the business and personal lives of ideal clients in ways that are deeply meaningful to them. Here are just some of the outcomes that our ideal clients realize as a result of us serving them. Our clients realize greater peace of mind knowing that they’ve made the best decisions possible and have a partner who deeply knows them taking care of the details that impact their family and businesses. Our clients realize clarity about the future of their business and personal wealth as a result of our consultative process. Because we ask deep and probing questions, we help our clients analyze and clarify what is important to them. Our clients gain back large chunks of time when we serve them. This allows them to focus more time and energy on what they do best – usually growing their existing business or starting a new business. They also have more time for family and loved ones with greatly reduced worries interrupting or draining the quality of that time. Our clients make better decisions because we are guiding them. They make those decisions faster and based on more accurate and up-to-date information. Our clients realize, in their relationship with us, someone to bounce ideas off and help them think creatively about various ways to achieve their goals. We help our clients avoid situations that could be deeply troubling or potentially disastrous. This trouble could be with the IRS, with regulatory bodies, with bankers or with private equity partners. Trouble in any one of these areas could result in disastrous financial consequences and time-intensive conflicts that would pull them away from the work and families they love. Our clients retain a greater share of the wealth they create because we help them avoid paying more than their fair share of taxes and avoid penalties from improper or late filing of documents. Because we guide our clients for the long-term, we put them in the best possible position to leave a meaningful legacy. By keeping them out of trouble and on-track for their goals, we help them build very valuable businesses that realize strong multiples on EBITDA. For those who choose to retire, this gives them a great feeling of accomplishment and a legacy to leave to heirs and charitable organizations. Our clients feel validated when we help them discover more effective ways of accomplishing their goals and check-in with them to ensure they are managing their businesses according to those standards. Our clients have a partner for life in Casey Neilon, which helps them breathe, take a long-term perspective and dream about the possibilities. ABOUT CASEY NEILON Clients also choose us because they need one trusted advisor who can come into their inner circle and understand what they care about deeply: their family, their business and their long-term goals. But clients also choose us because they need a partner who can direct a team of people to achieve their goals.