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 than 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 served as assistant controller for Resolute Investment Managers, focusing on 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 Bachelor of Business Administration and Masters in Professional 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.
Scott is responsible for the day-to-day accounting, cash management and investor reporting for several clients within the real estate industry. He previously worked at Verdad Resources, as a Senior Oil & Gas Accountant. At Verdad, he was responsible for joint interest billing, lease and capital expenses, accounts receivable, and monthly financial statements. Prior to Verdad, Scott was an Oil & Gas Property Accountant at Merit Energy. He began his career at Ernst & Young as an Assurance Staff Auditor working in multiple industries that include retail, Oil & Gas, Medical, and Construction. Scott is a licensed CPA in the state of Texas and received a Bachelor of Business Administration in Accounting and a Masters in Accounting at the University of Oklahoma.
Danika runs the accounts payable, accounts receivable and vendor management processes for the firm’s clients. She provides monthly and quarterly reports to investors and management teams, ensuring all books are in accordance with industry standards and best practices. She previously served as a staff accountant at TearLab Corporation, a leader in ocular surface diagnostics that develops and markets lab-on-a-chip technologies. Danika is a graduate of The University of Texas at San Antonio where she earned a Bachelor of Business Administration in Accounting and a Masters in Accounting.
Sen manages all books and records of our property management and real estate related clients, specializing in bringing books into accordance with GAAP. Prior to joining Carter + Co., he interned with Dallas County Internal Audit where he worked specifically with fixed asset audits. Prior to that, he interned with Weaver & Tidwell in the audit department for multiple real estate investment funds and oil and gas related clients. Sen is a graduate of University of Texas at Dallas where he earned his Bachelors of Science in Accounting. He is currently perusing his Master of Business Administration from Southern Methodist University.