Dean T. Carson II, C.P.A. |
Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean
Our Landing page on Analytics....
Maximizing the Benefit of Accounting, Financial, Tax and Compliance Reporting and other important data flows for Decision Making to lead with Financials.
Our C-Level Executive Suite Experience, Project skills, experience in Entities of All sizes (Fortune 500, Mid-Tier, Boutique Investment shops and Small Business), and deep Financial Reporting, Operations and Accounting expertise is an excellent start point from which to support your needs on Financial Analysis. Where Hands on skills, knowledge, team work and research connect we bring efficient but comprehensive skills to deck on problem solving in Strategis and Operational Capacities.
You may also benefit from our skills on compliance to connect with Tax Rules and Multi Dimensional US, State and Local compliance. there we use Foundational Legal Research and Government Research skills to help on needs where Compliance and Technology connect on Reporting.
Business Analysis and Project Management skills we posses are important value adds on services, the ability to anticipate the connection of ALL Business needs to Technology and the ability to fall in on related Accounting, Analysis, Reporting, Tax, Compliance and other needs or to lead projects is ALL a part of what we can do to help on services. Call us to see where we can help where Business and Technology or Special Projects are the needs on your checklist Conact Us or e-mail info@dcarsoncpa.com .
We have advanced skills from CMA Qualifying training and hands on experience in broad areas of Management Accounting for Manufacturing and Service Model Businesses to meet Profit, Manage Expenses and Allocate Costs across your Financial Entity. Lead with Financial Insight by knowing and Managing your Profits and Expenses - we are here to assist with related skills that can help ALL types of Entities. Contact Us or e-mail info@dcarsoncpa.com
As we continue to pursue CFA Certification and Training and build out skills with Economic and Statistical Analysis to complement hands on experience in Financial Analysis for Financial Institutions. We have the foundational skills to support Investment Analysis and welcome the opportunity to support CFAs on consulting needs. Contact Us or e-mail us at info@dcarsoncpa.com
The below links to CFAI are provided for Educational Awareness, we are NOT CFAs but we really value the specialized knowledge that the CFA designation represents which is higly complimentary to CPA skills adding in Advanced Finance, Economics and other tool sets that can ALL help on analytical problem solving.
Financial analysts typically do the following:
Financial analysts evaluate capital financing and efficiency opportunities. They work in work in ALL types of Entities including: corporations, banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses.
As a passing point of reference CFA's work with Buy Side and Sell Side Investment Analysis but our Financial Analysis work is focused on Capital Finance and Operations Decision Making support services. Consisting of Strategic and Operational Analysis, although we could support CFA's workflows that may include Financial Models and Projections under CFO support Services arrangements. Other points of support occur on Bankruptcy, Restructuring and Turnaround Situations.
Ideally we meet your business at a point in your business cycle where we can use advanced skills in Strategic and Operational analysis to improve efficiency, compliance and optimal performance analysis with insight for Management Decision Making including Cost of Sales, Financial Metrics for Dashboarding and much more.
Contact Us or e-mail info@dcarsoncpa.com for more information.
Analysis skills:
With Hands on Experience supporting Investment Management, Broker-Dealers, Private Equity and Operational and Strategic Analysis. We can help in many ways.
Skills include specialized Corporate Training :
Insurance, Capital Markets and more.
With NYSSA Investment Analyst path Training working towards the Gold Standard on Investment Analysis skills we already possses strong Financial Analysis and Financial Research skills from the ownership of Financials and deep insight to Financial Reporting, Taxes and the Investment Management Industry. We can also fall in with Financial Analysis skills from CMA path training.
Management Accounting, Finance and Cost Accounting skills for Profitability, Costs of Products, Profitability, Expenses, Cost Allocations and Tracking, Job Costing and much more including Advanced Finance qualifying for CMA exam pursuit.
Our Skills can help on wide ranging Financial Analysis, Financial Research, Managerial Accounting, Finance and more.
Bearing in mind that you are only as good as your resources - we go full scope to connect with top notch resources, insight,, research and more to support Financial Decision Makers with Best in Source support on Services driven by research.
Bearing in mind that in Leadership .... You don't need to "know it all" you just need to know precisely where to go to solve the problems at hand. We help in as many ways as possible on this front with Hands on Skills, Knowledge, Teamwork and Research. Contact Us or e-mail info@dcarsoncpa.com
Our website is only the summit of Our skills, beneath which we have deep resources from a comprehensive process in foundation emphasizing Financial, Governmental and Compliance Research to consider the broad needs of Financial Decision Makers with select advantages on Decision Making insight for Services.
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Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean