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Your Books Are Safe With Us


Besides outsourced FINOP and CFO services, Cartana Consulting offers general accounting and bookkeeping services. We are not a CPA firm; however, we collaborate closely with our clients' CPAs and tax accountants to ensure that their interests are well protected. We handle the day-to-day accounting and bookkeeping tasks so you don't have to.

This close cooperation helps streamline financial processes and ensures accuracy in financial reporting, critical for effective business management and compliance with regulations. By managing these essential tasks, we free up our clients to focus on growing their businesses, confident in the knowledge that their financial operations are in expert hands.


With Our General Accounting Services, We Will:

  • Reconcile bank accounts
  • Record journal entries to recognize prepaid expenses, depreciation and/or unearned revenues
  • Ensure that all revenues and corresponding commission expense have been recorded to the proper accounting period
  • Prepare and post payroll entries
  • Review any intra-company accounts and any other special accounts
  • Verify that all leases are properly recorded and recognized
  • and much more!

Why Choose Us

Since 2015, Cartana Consulting Solutions has risen up to the challenge of supporting FINRA member firms in their financial responsibilities. Our goal is to provide broker dealer owners and executives peace of mind - allowing them to fully focus on day-to-day business operations.

A clean record

Our commitment to maintaining high professional standards is something we take pride in. As a testament to our dedication and professionalism, you will not come across any disclosures on the broker check pages of our FINOP consultants.

EXCEPTIONAL SERVICE

With 100% client satisfaction, you can rest assured that we will carry out our services for your firm, without fail.

PROVEN PERFORMANCE

Rest assured that our dedicated team will thoroughly execute the services for your firm with attention to detail. Our goal is to ensure that all work is completed in a timely manner and in strict accordance with industry standards.