Financial Advisory

At Carrtegra, LLC, we understand the importance of defining and consistently executing basic business processes. So if you need specific expertise or additional or emergency financially related services and resources, we can help. We bridge the gap during peak periods by providing seasoned finance and accounting resources that can assist you with:

  • External audit support - We can draft financial statements, respond to external audit inquiries, and coordinate external auditor field visits.
  • Data manipulation and analysis - We identify potential duplicate payments to vendors, match unmatched purchase orders with payments and establish dashboard reports.
  • Mergers and acquisitions - We bring a deep strategic expertise to make sure nothing slips through your merger or acquisition process.
  • Due Diligence - We perform detailed analysis on financial and operational data providing insights and comfort when making investment decisions.
  • Technical accounting matters - We research complex accounting issues and prepare white paper documentation supporting desired accounting treatment.
  • Accounting special projects and investigations - We can help with audit preparation, compliance review, close the books processes and financial statement processing.

By taking the time to listen and understand your needs and requirements, we are able to best serve you with utmost integrity.