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Carter & Balsam


At Carter & Balsam, your business and financial affairs are given individual, creative attention tailored to fit your needs. Carter & Balsam provides sound business and financial advice, saves tax dollars and helps you cut through the red tape of the business and financial world. The professionals at Carter & Balsam have track records with individual experience averaging over 20 years.
 
Your affairs are handled with strict confidentiality. The Carter & Balsam professionals effectively communicate with bankers, attorneys, government agencies, and others connected with your financial life and they communicate with you They believe that open communication is vital to a good client and professional relationship. They want you to feel comfortable asking questions and discussing your concerns at all times.
 
You will find them good listeners responsive to your needs and capable of meeting them. They provide enormous value for the fees charged. At the initial conference they discuss the nature of the work to be done and the fee arrangement. In addition, they encourage you to discuss fees with them at any time.
 
Carter & Balsam will work with you and your other advisors to solve your business problems. They provide assistance with cost controls, cash flow, credit policies, pricing, organizational issues, loan applications and your other individual business needs. When you start a business, they can help you select the proper organizational structure and help you secure adequate financing. They can assist you in developing a strategic plan and implementing that plan to achieve your goals.
 
Carter & Balsam is a registered investment advisor in the state of California. They provide conservative and effective investment advice to individuals and companies. They can prepare or supervise the preparation of financial statements and management reports. Helping you to use the statements in managing your business effectively and increasing its profitability is an important aspect of our service to you. They design recordkeeping systems to fit your business and personal affairs. Compiled, reviewed, or audited financial statements as well as reports to federal and state agencies can be provided according to your needs.
 

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