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Cartana

Cartana Consulting Solutions, LLC | 142 followers on LinkedIn. Outsourced FINOP solutions for your small/medium sized broker-dealer | Series 27/28 | CFO | Accounting | Audit Support | Cartana Consulting Solutions is a reputable firm that specializes in providing customized FINOP, CFO, and accounting services to small and medium-sized BDs. Our team of experienced FINOPs is committed to ensuring our clients&#39; success. We understand the importance of business continuity for BD financial operations and excel at providing comprehensive solutions that meet our clients&#39; unique needs.

Cartana Consulting Solutions offers outsourced FINOP solutions for your small/medium broker-dealer | Series 27 | CFO | Accounting | Audit Support

Corey Carter

FinOP at Cartana Consulting Solutions, LLC

Anya Cross

Cartana Consulting Solutions, LLC

Today is the day! Let your voice count and get out there and vote!

The most dreaded time of year is fast approaching: the annual PCAOB audit. We understand that this process can be a significant distraction and can be time-consuming and costly. However, it doesn't have to be such a burden. At Cartana Consulting Solutions, we have created a simple chart outlining small steps you can take now to reduce stress in the first quarter.

Last week, our team was in Chicago for FINRA's Small Firm Conference. We had an amazing time meeting old friends and making new connections. As a small firm, these relationships we build mean more to us than you know. We look forward to cultivating these new relationships for years to come.

PCAOB Rule 3520 has been effective since May 2006, yet some CPA’s still don’t get it and some BD’s still don’t understand it. Repeat after me: my auditor cannot be my bookkeeper nor can they draft my financial statements and notes!

We are in Chicago all set up and ready to meet you. Stop by our booth to say hi and let us know how we can help YOUR firm’s financial operations!

We are just 1 month away from this year's Small Firm Conference in Chicago. If you are planning to attend, please stop by our booth and learn what Cartana has to offer. If you can't make it in person, you can still meet us via our virtual booth. No matter if it's in person or virtual, Cartana's team will be ready to discuss your needs!

Does your FINOP visit your offices regularly? We strive to visit our clients at least annually, more often as / if needed.

From all of us at Cartana we hope you have a fun and safe Independence Day. Let freedom ring!

CART

CO:CARTANA

Cartana