Carter + Co. is a consultative, collaborative, data-centric accounting firm focused on providing actionable information to help our clients plan and build for the future. In addition, we are here to relieve them of the day-to-day burdens of their accounting functions and related activities. Our technology-forward approach provides information vital to running their businesses, letting them focus on their core competencies so they have the information they need to make better business decisions.
Carter + Co. offers full operational accounting solutions that range from maintaining official books and records and cash management, to flexible and customized financial reporting, financial planning, and analysis.
We currently serve more that seventy-five entities across multiple industries including law, title curative providers, data analytics, artificial intelligence companies, family offices, and many more. We see ourselves as partners; in service to our clients’ ambitions and objectives. Our clients count on us for our responsiveness, accuracy, and responsibility.
We are located in downtown Dallas and within an hour flight of all major cities in Texas.
Recently a client told us, “You treat our business like it is your own”. We love that, because we view every relationship as an opportunity to own our client’s challenges and opportunities, to always have their backs and to bring value to every engagement. We are flexible, adapting our practice to the needs of our clients. We are great believers in using research and data to better inform our advice and decisions. We guard our partner’s information as if it was our own.
Chris’s main focus is relieving clients of day-to-day burdens of their accounting functions and related activities including planning and analysis, budgeting and forecasting and financial reporting. Chris previously worked at Crow Holdings, which transitioned to a multi-family office platform, CH Investment Partners. He has worked at multi-affiliate asset management platform, Resolute Investment Managers, as assistant controller in addition to his duties of internal fund administration. He began his career in public accounting at PriceWaterhouseCoopers as a tax and audit associate. Chris is a licensed CPA in the state of Texas and received a B.B.A and M.P.A. in Accounting – Taxation from The University of Texas at Austin where he was a member of the Business Honors Program.
Lauren oversees all daily operations of Carter + Co. Lauren is responsible for all things from cash management to client reporting. Lauren is also in charge of all marketing and business development efforts not only for Carter + Co. but for several of our clients, including investor reporting, marketing materials and client reporting functions. She previously served as a financial analyst for Rocktop Partners, an alternative investment manager that specializes in distressed consumer credit markets. Lauren is a graduate of Oklahoma State University where she earned a Bachelor of Business Administration in Marketing, minoring in Accounting and a Bachelor of Science in Customer Interface Excellence.
Thomas handles the bookkeeping of our operating and legal clients, specializing in bringing books into accordance with GAAP, industry standards, and best practices. Thomas works to eliminate accounting system and workflow bottlenecks in order to provide sustainable profitability. Prior to his work in accounting, Thomas served in the U.S. Air Force with the 757th Aircraft Maintenance Squadron as an Electrical and Environmental Control Systems Specialist on F-15E fighter aircraft. Thomas received his undergraduate degree in Accounting from the University of North Texas in 2018 and is currently pursuing his Executive MBA from The University of Texas at Dallas.
Sen manages all books and records of our property management and real estate related clients, specializing in bringing books into accordance with GAAP, industry standards, and best practices. Prior to joining Carter + Co., he previously interned with Dallas County Internal Audit and then interned with Weaver & Tidwell in the audit department. Sen is a graduate of University of Texas at Dallas where he earned his Bachelors of Science in Accounting.