Christy Stein, MACC, CPA, CMA
Partner, Growth Team
Christy Stein is a Partner on the Growth Team at Cooper Norman, holding a MACC, CPA, and CMA. She works with owners whose next move is bigger than the last one: adding a location, restructuring, buying in, or planning the exit. The question she keeps in front of you is not what the numbers were last year, but what they let you do next.
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About Christy
Growth work sits at the intersection of tax planning and business direction, and that is where Christy spends her time. She leads engagements across Tax Planning & Advisory, Business Valuation, and Business Transition Planning, which means the decisions on her desk tend to arrive with real consequences attached: how an entity should be structured before it grows, what the business is actually worth when someone wants to buy in or step out, and how a transition gets sequenced so the tax outcome and the ownership outcome do not work against each other. Her CMA credential brings a management accounting discipline to that work, connecting what the financials say to what the operation is doing.
Working with Christy means bringing the decision before it becomes urgent. She will ask what you want the business to look like in five years, then tell you plainly what the current structure supports and what it does not. When an answer needs Client Accounting Services or Audit & Assurance behind it, she pulls in the people who do that work every day; Cooper Norman has been one connected team across six offices in Idaho and Utah since 1954, and clients get the whole bench, not one person's calendar.
Bring the next move to Christy.
Contact ChristyBring the decision you are weighing. The right advisor calls or writes back within two business days.