Ensuring Financial Risk Is Minimal
The Chief Financial Officer (CFO) is primarily responsible for managing the financial risks of a corporation. They are also responsible for financial planning and record-keeping, as well as financial reporting to higher management. Our consultants have held CFO positions overseeing the operations of multiple broker-dealers of various size and scopes of operations.
As an outsourced CFO, our goal is to become an integral part of your firm and ensure your continuing financial success.
As Your fractional CFO, Our Duties Are:
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.
