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Cartera offers fully integrated solutions that will allow you to achieve your business goals in the most effective way. Whether you are ready to embark in your first business venture or already have an established history. Let's Get Started LET'S GET STARTED

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    about us

    Welcome to Cartera Consultants

    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 ourclients.

    our services

    Our Passion Is Your Success

    At Cartera, we grab hold of the finances so you can focus on growing your business.
    services-1

    Financial Reporting

    Tracking your day-to-day financial activities and clearly presenting them to management are crucial to achieving profitability…

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    services-2

    Business Structuring & Planning

    Cartera is much more than a typical accounting firm. With extensive knowledge of different…

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    services-3

    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…

    READ MORE
    services-4

    Local Tax Preparation (Coming Soon)

    Preparing and planning for taxes can often be stressful. At Cartera, not only do we aim for timely filing…

    READ MORE
    about us

    What you can expect

    Cartera offers fully integrated solutions that will allow you to achieve your business goals in the most effective way. Whether you are ready to embark in your first business venture or already have an established history.

    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.