PACKAGES TAILORED TO YOU

Our Services

Our Packages are customized to your needs and are designed to support your business.

TECH

E-COMMERCE

PACKAGES

OUR APPROACH

FINANCIAL MANAGEMENT FOR TECHS

  • Managing finances in the tech industry comes with unique challenges, but accurate financial records are key to sustainable scaling. Clear and detailed financial reporting provides the insights needed for strategic decision-making, investor readiness, and operational efficiency. At Carter Consulting, we specialize in streamlining bookkeeping for tech companies, so you can stay focused on innovation and growth.

  • Precise tracking of income and expenses is essential for financial clarity and accountability. Our team of tech-focused accounting professionals offers in-depth visibility into your financial position, providing regular updates on your balance sheet, income statement, and cash flow. We also work closely with your CPA to ensure smooth audits and support compliance with relevant financial reporting requirements.

  • Maximize your runway and resources with accurate financial reporting and timely budget analyses. Our approach empowers you to focus on high-level strategy backed by reliable, real-time data. Share clear financial insights with stakeholders and investors to drive informed, growth-oriented decisions.

  • Transparency builds confidence. Our customized financial reports clearly show how capital is allocated and spent across teams, projects, or product lines—aligned with investor expectations. Strengthen trust and maintain solid relationships with investors through clear, detailed, and consistent financial reporting.

  • In a fast-moving tech environment, consistency in financial operations is critical—regardless of team changes. Our streamlined bookkeeping system leverages advanced tools and standardized workflows to ensure reliable financial management at every stage. With Carter Consulting, you get end-to-end support—including bookkeeping, payroll, and financial oversight—under one predictable fee, eliminating the hassle of hiring and turnover.

FINANCIAL MANAGEMENT FOR E-COMMERCE

  • Running a successful eCommerce business means making data-driven decisions on inventory, marketing, logistics, and scaling operations. To do that with confidence, you need accurate, up-to-date financial statements. At Carter Consulting, we deliver detailed monthly cash flow reports, balance sheets, and income statements—giving you the financial clarity to grow your brand while maintaining operational efficiency.

  • Managing revenue streams in eCommerce—across multiple sales channels, payment processors, and platforms—can be complex and time-consuming. From tracking transactions to ensuring accurate revenue recognition, this essential work can distract from growing your business. Carter Consulting handles all aspects of revenue tracking and payment reconciliation, ensuring your books are accurate while you stay focused on scaling your brand and serving your customers.

  • Your eCommerce business relies on trusted suppliers, including manufacturers, dropshipping partners, and wholesalers, for inventory, packaging, and other essential services. Ensuring timely and accurate payments is key to maintaining strong relationships and seamless operations. As your business scales, managing supplier payments can become more complex. Carter Consulting streamlines the payment process, ensuring all invoices from manufacturers, dropshipping partners, and wholesalers are processed accurately and on time, allowing you to focus on growing your business without financial disruptions.

  • Managing the financial aspects of an eCommerce business involves various tasks, including bookkeeping, payroll, accounts payable, and receivables. Hiring in-house financial experts and maintaining the necessary software, like QuickBooks, Xero, or Shopify Accounting, can be costly and time-consuming. By outsourcing these functions to Carter Consulting, you gain access to experienced financial professionals and cutting-edge accounting software, ensuring accuracy and efficiency without the overhead costs.

Scaling fast but flying blind financially?

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