Casey Elkin is a Senior Manager in Sorren’s Advisory department, based in Santa Rosa, California, where she provides advisory, client accounting, and valuation services for closely held businesses. With more than 20 years of experience spanning business valuations, client accounting services, and tax preparation, Casey works primarily with real estate developers, investors, and property management companies. She partners with clients to strengthen financial reporting, improve visibility into business performance, and turn accounting data into meaningful insights that support strategic decision-making.
Throughout her career, Casey has built a reputation for helping clients better understand the financial health of their businesses and identify opportunities for growth. Her broad background across advisory, accounting, and tax allows her to approach client challenges from multiple perspectives, providing practical guidance tailored to each organization’s goals. She is particularly passionate about helping business owners make informed decisions by transforming financial information into actionable strategies that support long-term success.
A Sonoma County native, Casey enjoys building lasting client relationships and finds the greatest satisfaction in helping clients gain confidence in their financial information. Outside of work, she enjoys hiking, camping, road trips, and running, and recently completed a half marathon on Catalina Island. She also loves to travel and has visited Costa Rica, Ireland, and England.
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