our process

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.

• Sales analysis and comparison
•  Accounts Payables & Receivables
• Bank Statement and Credit Card Reconciliations
•  Operating Budgets & Forecasts
•  Financial Statement Compilation
• Payroll Reporting and Analysis
• Cash Flow Forecasting

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.

•  Business Plan Development
•  Lease & Contract Negotiations
• Operating Cost Analysis
•  Human Resource guidance

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.

•  Purchase & Sale Agreement Examination
•  Partnership Opportunities
•  Partnership & Corporate Structuring

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.