Customized Solutions
For Today's Broker-Dealers
and investment advisers
YOUR TRUSTED PARTNER IN OUTSOURCED SOLUTIONS
OUTSOURCED SOLUTIONS THAT FOCUS ON YOUR FIRM
Our Integrated Solutions
PROVIDING THE FULL & IMMEDIATE SUPPORT YOUR FIRM NEEDS
OUTSOURCED FINOP
The Cartana Team is committed to empowering your broker-dealer operations, ensuring uninterrupted oversight of your finances for the sole purpose of growth and compliance. Our services will enable you to eliminate the hassle of managing your finances, leaving you to solely focus on growing your business and serving your clients. With us, you get a partner whose commitment is fixed on the solution of your challenges and the realization of your financial goals, ensuring a stable and prosperous way forward.
FRACTIONAL CFO
At Cartana, our goal is to make your financial management effortless. Our Chief Financial Officer (CFO) services are a critical part of our offerings: they make certain that all your financial risks are managed effectively while delivering top-class financial planning, record-keeping, and reporting. With decades of experience, our team will work alongside other senior executives towards your firm's overall success.
General Accounting
The Cartana Team goes beyond just outsourced FINOP and CFO services; we're here to handle your general accounting and bookkeeping too. We work closely with all of your third-party accountants (auditors, tax CPAs, etc...) to make sure you are always in good hands. Leave the day-to-day numbers to us. From managing everyday accounting and bookkeeping, to more complex tasks like implementing new financial pronouncements, preparing audited financial statements and notes, and intricate revenue recognition entries - we handle it all so you can focus on your core business.
Our Core Beliefs At Cartana Consulting Solutions:
Competence
”Love what you do. Get good at it. Competence is a rare commodity in this day and age.”
-Jon Stewart
Confidentiality
”Trust is like the air we breathe. When it’s present, nobody really notices. But when it’s absent, everybody notices.”
-Warren Buffett
Integrity
”The truth of the matter is that you always know the right thing to do. The hard part is doing it.”
-H. Norman Schwarzkopf
Transparency
”A lack of transparency results in distrust and a deep sense of insecurity.”
-Dalai Lama
Our Process Is Simple.
Step 1 - Complete The Form
Start by clicking any of the light blue buttons on this page labeled 'Partner With Us'. You'll be taken to a quick form which you can fill out with your company info, contact info, and how exactly we can help. Submit it, and we'll be in touch shortly!
Step 2 - Introductory Discussion
Once the form is collected on our end, someone from our team will be directly in contact with you soon. Our purpose is to learn as much as we can about your firm, how you're handling financial reporting currently, and how we can integrate ourselves into the mix as quickly and cost-effectively as possible!
Step 3 - Partner With Us
Now that we have talked, developed a plan, and started integrating our FINOP/CFO solutions into your firm - our sole focus moving forward is to help you save more time, stay compliant, improve your productivity, and remove all worry.
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Cartana Consulting Solutions LLC.
All Rights Reserved