Expert Financial Consulting for Sustainable Business Success

We help you keep your money and grow efficiently

Meet with our Financial Strategist now

James has been a financial strategist for nearly a decade. Working mostly with small to mid-size contractors, James has gained an impressive amount of insight and experience into helping them succeed.

About Us

Our Core Principles

We at Carter Financial Partners want nothing more than to help hard working people take their businesses to the next level and truly thrive off their passion

01

Our Journey So Far

For nearly a decade James has watched contractors work their fingers to the bone and still struggle to grow. After helping these contractors correct their cashflow and get their pricing in order James has formulated various strategies make sure you succeed

02

Meet Our Team

James Carter the Founder and CEO is our Head Strategist who will be personally taking care of your needs

03

Our Services

Explore Our Strategic Packages

Each package is labeled after the stages of a businesses life to best suit their needs and goals

Starter

This is the first true step to success. After you start your business and get a few jobs going we can take over the books for you and get you monthly financial reports so you can better manage your company and make informed decisions at all times

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Growth

Once you’ve gotten a few projects under your belt and you want to take your business to the next level you’ll need a little more help. This package takes the starter package and adds in more support from Carter Financial Partners making sure we keep in contact with you and help you make strategic moves to grow

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Professional

When growth has really taken off you’ll start to feel a little overwhelmed. the Pro Package has us doing full Accounting and filing quarterly/monthly taxes for you as well as full Advisory so we’ll be with you every step of the way in making sure you keep your momentum and success

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CFO

If you’re really serious about turning your business into an enterprise or just really need the headache of finances taken care of, then this is for you. We become your outsources CFO taking care of every financial need before you even know about it. You focus on the employees and the jobs and We’ll focus on making sure you’re making money

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Add-Ons

We offer additional services such as Payroll, Business Tax Strategy, Clean-up/Catch-up Bookkeeping, and Job Cost System Setup

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Business Startup

Every business starts with an idea. Whether it be HVAC, Plumbing, Electrical, or General Contracting. We can get you started on the path to success with your business formation

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Our Team

Meet the Team

We at Carter Financial Partners are here for you

James Carter

CEO

FAQ

Freequently Asked Questions.

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Testimonials

What out Clients say

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“Architecto autem facilis conse quuntur rerum nemo! Torquent non, nostrum quis vestibulum magnis? Quos praesentium netus. Gravida, eros, ridiculus dolor purus eveniet magnam vero.”

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Daniel Kim

CFO, Greenway Logistics

“Architecto autem facilis conse quuntur rerum nemo! Torquent non, nostrum quis vestibulum magnis? Quos praesentium netus. Gravida, eros, ridiculus dolor purus eveniet magnam vero.”

★

Emma Parker

CFO, Greenway Logistics

“Architecto autem facilis conse quuntur rerum nemo! Torquent non, nostrum quis vestibulum magnis? Quos praesentium netus. Gravida, eros, ridiculus dolor purus eveniet magnam vero.”

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