As an Advisor to Key Business Executives including CEOs, CFOs, COOs, Board Members, Business Owners and other key decision makers and as a Controller, Senior Consultant and key Business Professional I have provided my services to the following organizations over the years either directly as an Employee or through supporting contracts as a Consultant:

• Deutsche Bank Capital Markets & Deutsche Asset Management (Morgan Grenfell)
• Utendahl Capital Management, L.P.
• Caris & Co.
• Kabrik Trading, L.L.C.
• Bank of New York Mellon (on separate occasions for Corporate and Management Accounting projects, Business Analysis of Peoplesoft, and Client Account Servicing long ago)
• Rochdale Investment Management, LP
• J&W Seligman & Co.
• Gruntal Financial L.L.C.
• WPP Group Plc USA subsidiary Enterprise Identity Group (Anspach Grossman Portugal)
• American International Group
• The Walgreen's Company

The skills and experience gained and delivered in these roles ran from Retail (Public Relations / Products Management) then to a career path from Fortune 500 Audit through CFO ready Controlling (for Services driven Business Models including Job Costing for mixed Product and Services Business). I have worked closely with Board Members, Partners, Principals, CEO's, CFO's, COO's, Corporate Council and Legal Compliance, Directors, External and Internal Business Partners, Bankers, Investment / Portfolio Managers, Traders, Sales People and all levels of Corporate Staff.

I am highly skilled in Controlling, Analysis, Reporting, Compliance (Investment Acts 1940 covering Investment Advisors and Investment Management / Asset Management Firms and SEC Rule 17a-5 Focus / Net Capital Reporting under SEC Act 1934 15c3-1 &3 covering Broker-Dealers), Research (for GAAP, IFRS, Tax and other laws and rules), Accounting Systems, Financial Planning and Analysis and more.

While my skills were gained in the realm of Financial Services they are by no means limited to Financial Services. Accounting is a highly portable skill set that can be applied to any business model or industry.  I have core skills for:

• CFO Ready Controlling 
• Accounting and Financial Reporting (for G.A.A.P., I.F.R.S., O.C.B.O.A. [other comprehensive basis of accounting] and Tax)
• Accounting Research
• Accounting Software & Systems
• Auditing
• Reviews and Compilations 
• General Ledgers & Sub-Ledgers (A/R, A/P, Fixed Assets, Accruals, Taxes et. al.)
• Cash Flows / Profitability
• Management Reporting
• Financial Planning and Analysis
• Personal Financials
• Audits support and Compliance
• Deal support - provided Financial Backbone to successful $3 Million Private Equity Capital Raise
• Tax work (IRS, New York State, Multi-State, et. al.)

These skills as listed above are highly transparent and transportable and not limited to industry or segment. For any areas requiring specialized technical support I am linked in to the AICPA, adept at work with Regulators (SEC and FINRA) and the IRS, and am expert in Accounting Research.

Non-For Profit & Governmental Work

I am proud to have delivered volunteer services for:

• Municipal Credit Union of NYC the $1.4 bn Assets Credit Union of NYC (supporting a Newly Elected Board Member)
• New York City Comptrollers Department - Audit Division (supporting the CRT - Commercial Rent Tax Audit Team)

I am interested in volunteer services opportunities that can be supported along with standard business flow and in training new accountants as my practice grows.

Coaching Services 

I have been a successful Accounting and Reporting coach for several CEOs, a Newly Elected Board Member of a Credit Union and a Professional who pursued a Certificate of Accounting with great success. I have proven skills in sharing Accounting and Reporting knowledge and supporting growth for Professionals interested in expanding their command of Accounting and Reporting skills.

Quick Contact Link: info@dcarsoncpa.com 

Building Out and Bringing Value

We are here as a key resource for Financial Service Entities along the lines of our Expertise with Investment Management/ Asset Management, Broker-Dealers (not Audit at present), Registered Investment Advisors, Capital Markets, Commercial and Investment Banking and more with ability to deliver on Full Range Services for Private Companies at Present (currently not Auditors for Broker-Dealers but available for all other services).

We are also here for General Businesses and Individuals who can benefit from our experience with Accounting and Consulting and full range CPA Services that include not for profit and government roles.

We look forward to being a key Business Solution for your Business and Individual needs for CPA Services, Consulting and Business Analysis. I am a Licensed NYS CPA with 15 years of Business Experience helping Businesses and Individuals reach their goals by delivering High Quality Financial Reporting and Analysis with Ethics, Integrity and Professionalism.

High Standards of Accountability - The Mark and difference of a CPA.

It has been written that a hallmark of a profession is it's acceptance of Public Responsibility and in being a licensed NYS CPA, registered in NY and CT for CPA Services and Tax work, I am held to high standards of Accountability and you can be certain that I will be committed to delivering top quality work for my clients as I have been throughout my career in Permanent and Consulting roles prior.

Contact Us

I have enjoyed a wide range of successful roles as a Senior Consultant to key leaders in Financial Services (CEOs, CFOs, COOs, Board Members and other key leaders), CFO Ready Controller, Business Analyst and key management professional, growing with Clients and delivering streamlined Accounting Services for all purposes Controlling, Operations, Management and Financial Reporting, Research, Accounting Systems, Capital Raising, Taxation, Regulatory and Compliance and more.

I am looking forward to working with you and your Business to help you grow and cover your CPA services, Accounting, Reporting, Taxation and other customized needs for services.

Please call me at

212-879-0279 to best discuss the many ways we can help.