We offer a suite of services built AROUND THE IDEA OF PROVIDING OUR ​CLIENTS WITH ACTIONABLE DATA.​

Carter + Co. Accounting Consultancy

We start by listening.

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.

OUR CULTURE​

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.

Our leaders

Clayton Carter, President
Clayton has overall responsibility of managing all business activities and setting strategic direction for Carter + Co. and its clients. Clayton started his career in the alternative asset assurance space at PriceWaterhouseCoopers. Since, Clayton has managed 20+ private equity and hedge fund entities representing 1.5B+ in assets at Strait Capital where he held the title of Vice President. Before launching Carter + Co. he held the title of Principal, Manager at Blue River Partners where he managed various private equity engagements. Clayton studied at Southern Methodist University, graduating Summa Cum Laude with a Master’s in Accounting, a Bachelor of Business Administration, and a Bachelor of Science in Financial Economics.
CHRISTOPHER WALLNER, VP OF OPERATIONS
Chris’s main focus is relieving clients of day-to-day burdens of their accounting functions and related activities including planning and analysis, accounts payable and receivable, and financial reporting. Chris was Vice President of Data Operations at DTA Solutions before joining the Carter + Co. team. He formerly served as the Vice President of Data Analytics at FASLO Solutions LLC, a subsidiary of CoreLogic, and as a Senior Data Analyst with First American in the Subordinate Lien division. He has over a decade of experience in the mortgage and data analytics market. Chris holds a Bachelor of Science and Master of Science in Finance from Louisiana State University, where he graduated Summa Cum Laude.
Lauren Lange, Senior Controller
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, a private equity fund. 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.
Cono Casella, Managing Director
After graduating from Colgate University in Western New York State, Cono began his career in media performing ratings research for a New York City-based television producer. He quickly transitioned into software development, eventually settling at Computer Associates. He held various software engineering positions there over the next several years, and utilized a variety of technologies including C#, JavaScript, CSS, Microsoft SQL, ASP.NET and Java. In 2007, Cono joined the Dallas office of Seneca Capital, a $5 billion event-driven hedge fund based in New York City. The following year he left Seneca along with a principal of the firm to help found Capital Tactics, a $120 million event-driven hedge fund, as a financial analyst. After leaving Capital Tactics he helped start AlphaMine Capital Management, a fund that invested in public equities held by the most skilled asset managers and hedge funds as determined by a proprietary algorithmic analysis of their holdings as reported in SEC 13-F filings. In November of 2018, Cono joined Carter + Co. to apply his development, planning, and financing experience to a wider set of opportunities.

We're here when you need us.