Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


2501 West Beltline Highway
Madison, WI

Tel: 608.661.2614



Areas of Expertise


  • Financial lines
  • Crime and fidelity
  • Liability
  • Personal injury/fatal accident
  • Property
  • Business interruption (BI)/contingent BI
  • Extra expense
  • Property damage


  • Fraud investigations
  • Insurance litigation
  • Extra expense
  • Loss of profits
  • Personal injury/fatal accident


Indiana University
  • Bachelor of arts degree in mathematics
  • Master of professional accountancy degree in accounting assurance risk management

Carly S. Jacobson, CIA, CFE, CRMA


Carly Jacobson focuses primarily on providing forensic accounting, litigation consulting, and fraud investigation services. Having worked in the field of accounting and internal audit since 2003, she has worked extensively in both the public and private arenas and leverages this experience to assist insurance professionals and attorneys with calculating financial damages in matters involving business interruption, employee dishonesty and misappropriation, and measurement of damages related to fraud/fidelity and other types of litigation support matters.

Carly has testified as a qualified expert in state and federal courts in matters of forensic accounting and fraud examination. She also has been involved in the preparation of expert accounting evidence for use in arbitration, mediation, and trial and has provided deposition consultation for attorneys on a variety of matters. Carly has assisted at the International Association of Defense Counsel's annual Trial Academy as a mock expert witness related to damages.

  • Certified Internal Auditor
  • Certified Fraud Examiner
  • Certification in Risk Management Assurance
Professional Memberships and Activities
  • The Institute of Internal Auditors (IIA) - Member
  • Association of Certified Fraud Examiners (ACFE) - Member
  • National Society of Professional Insurance Investigators (NSPII) - Member and chapter treasurer