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Brightside Financial Care
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Our Mission

To compassionately manage and organize individual’s day to day financial affairs to bring clarity, simplicity, and peace of mind.

What We Offer

We have your best interest in mind. Our belief in the dignity of people and emphasis on the value of relationship is at the core of all we do. With over 9 years of accounting and CPA industry experience, Carrie combines her professional knowledge and love of people to provide exceptional customer service.

Carrie Poling, CPA (inactive), PDMM®

Originally from Moline, IL, Carrie grew up near the Mississippi River in a modest, but happy home. She learned the value of aXXEclNOL0KLM9MHbf3WzXZSYVlFycfoG9JjhvlcgmNo
dollar at the age of fifteen after her first paycheck from the ‘famous’ Whitey’s Ice Cream awarded her the ability to purchase the kitten she had admired at the pet shop; she has been working ever since. Venturing away from home, she attended Indiana Wesleyan University in Marion, Indiana after hearing about it from her pastor. She graduated in December of 2007 with honors and a double major in Accounting and Business Administration.

Since graduation, Carrie has held various positions in the accounting industry – in both small and large companies and the public and private sectors. She earned her CPA license in August of 2011. She has been fortunate to work for family-owned companies that gave her real insights into the intricate workings of all accounting aspects and several companies that have ranked top in Indiana’s ‘Best Places to Work’ awards.

Spending over the last three and a half years as a tax accountant preparing tax returns for individuals, small business owners, and not-for-profit clients, Carrie felt the tug to follow an entrepreneurial path in order to experience the more ‘human’ side of accounting and utilize her creative talents. In order to pursue and combine both her professional and personal passions, Brightside Financial Care, LLC was founded in August of 2015 to focus on serving individuals by providing daily money management services with the highest level of trust and integrity.

Carrie resides in Fishers, Indiana with her husband and two sons. She enjoys exploring her ever-growing home-town, as well as hiking, biking, ‘antiquing’, volunteering, reading, and of course, family fun time.

Personal Promise: As a member of AADMM (American Association of Daily Money Managers) we commit to abide by the following standards of practice and code of ethics:

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