Carlos Garcia

Speaker/Coach

Carlos Garcia is a bilingual sales coach, speaker, and business strategist transforming the way accounting professionals communicate, position their value, and grow their firms. As co-founder of REFRAME with Hector Garcia, CPA—a nationally recognized movement designed to evolve the accounting profession—Carlos equips firm owners with the tools to move beyond compliance and into confident, consultative leadership. He is a certified guide in Exactly What to Say™, trained directly by Phil M. Jones, and serves as co-creator of the “Exactly What to Say: Accounting Edition”, a collaborative publication by REFRAME and Phil M. Jones that brings the power of intentional language to accounting professionals and advisory leaders. Carlos also serves as a TaxDome Certified Consultant, helping firms optimize workflows and implement tech-enabled systems that create capacity for growth. With over 20 years of experience in banking, consulting, and entrepreneurship, he merges sales psychology, communication frameworks, and business innovation to empower service-based professionals to lead with clarity and close with confidence. Known for his engaging delivery and practical mindset shifts, Carlos helps accounting professionals reframe how they show up—in sales, in service, and in their role as strategic partners.