We see trust and transparency as foundational to every relationship.

Carter + Co. Accounting Consultancy

We are open and accountable, committed to thoroughly learning our client’s business. Insights come from listening carefully, and then asking the right questions. For us, every relationship is collaborative.

Every client brings a unique set of challenges and opportunities, which is why we begin with a deep dive, to thoroughly understand the metrics that are driving your business. The more we learn, the faster we can uncover both inefficiencies and opportunities. And drive business success.

Jason Pinson
CEO of Rocktop Partners
“Within the first month of service, Carter + Co. was able to provide a fully transparent and audit-able support structure for a multitude of operational aspects including marketing, accounting, FP&A, cash management, and vendor solutions.”

Rocktop Partners, LLC & Holding Companies

An SEC-registered multi billion-dollar private equity fund specializing in alternative asset management.

Since inception in 2014, Rocktop has facilitated the investment of over three billion dollars in more than thirty-one portfolio loan pool acquisitions.

Carter + Co. maintains all the accounting books and records for the investment manager and holding companies while ensuring compliance with government regulations. By outsourcing the holding companies the investment manager is always able to obtain timely and best-in-breed service while minimizing internal operational costs and pain points. This has resulted in significant cost savings. By customizing their portfolio of services and making the reporting packages concise, consistent, and immediate, Rocktop is able to have more informative discussions with their internal management. It also allows them to respond to investor requests in a timely manner, enhancing their position, and potentially leading to additional capital and growth.

We're here when you need us.