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about us

Welcome to Cartera
Consultant

Cartera is a leading consulting, bookkeeping and financial management firm, specializing in small to midsize businesses.

With a qualified and experienced team, Cartera can strategically equip you with the tools and knowledge you need to maximize your business potential and maintain a necessary competitive advantage.
Complex market conditions can easily overwhelm the private entrepreneur, making it increasingly difficult to achieve and sustain a successful and profitable business model. Over the years, Cartera has developed a captivating formula, combining an intricate set of in-depth analytical reporting tools, implementing strict control procedures and knowledge of solutions to industry specific challenges, that is proven to maximize the performance and potential of our clients.

Financial Reporting/ Internal Analysis

 

Tracking your day-to-day financial activities and clearly presenting them to
management are crucial to achieving profitability. Cartera specializes in
efficiently streamlining the entire financial statement preparation process. In
addition to standard financial statement compilations, Cartera offers an
assortment of internal reports and analysis that focuses on specified areas of our
clients’ operations.

Business Structuring & Planning

 

Cartera is much more than a typical accounting firm. With extensive knowledge
of different industries, Cartera offers comprehensive financial consulting services
that span far further than traditional firms. We have a proven track record of
identifying potential opportunities that drive sales while controlling costs, derived
from continuous first-hand operational experience.

 

Entry & Exit Strategies

 

While many businesses may be in tune with their business model, often it is more
difficult to gauge the economic value of a business entity. Throughout the course
of a company’s lifespan, various obstacles inevitably arise that require the overall
financial assessment of a business. Cartera is an industry leader in financial
valuation and structuring through time-proven methods of due diligence and
financial modeling.

 

 

Local Tax Preparation (Coming Soon)

 

Preparing and planning for taxes can often be stressful. At Cartera, not only do we aim for timely filing of tax returns, but also ensure that with proper tax
planning we utilize maximum available credits and deductions to minimize tax liabilities for our clients.