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J.M.CARATAN

CPA

Grow Your Business.

Let Us Do the Math.

PRACTICE AREAS

PRACTICE
AREAS

CFO SERVICES

We provide operational, strategic and transaction experience. Outsource your budgeting and forecasting, financial planning, credit management, and industry reporting. We provide the insights and adaptations you need to grow your business.

MONTHLY ACCOUNTING

We manage your all your monthly accounting needs: financial statement, cash management, month-end close, account reconciliation, and company accounting and financial systems.

PROJECT WORK

We take on projects both big and small so you don't have to: system conversions, accounting clean-ups, audit preparation, or creating policy/ procedure handbooks and documents. We ensure your project runs smoothly and is completed on time.

TAX CONSULTING

Keep more of your wealth. We develop and implement proactive tax strategies to save you money. We plan and prepare your returns so no credit or deduction is overlooked. Let us help you build wealth with our tax planning, preparation, and resolution services.

PAYROLL

Our payroll solutions allow you to spend time where it matters: on your business. We handle the pay schedule, regulatory reporting, and the compliance tasks.   

PAYMENT PROCESSING

Outsource your personal or business bill payments, and trust that your bills are paid timely, monitored for discrepancies, and reconciled accurately.

OUR VISION

MISSION

Every individual and business has different accounting needs.

That’s why JMCaratan CPA & Consulting is committed to delivering personalized accounting services and solutions to each of our clients.

We apply our expertise to every individual client’s unique situation, and offer customized solutions to help achieve their financial goals. Our personalized accounting services and solutions help our clients adapt and transform their business. Let us help you reach a better financial future.

 

You grow your business.

Let us help you grow your wealth.

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ATTORNEYS

ABOUT JOAN M. CARATAN

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Joan Caratan began her career with KPMG, LLP serving clients from industries ranging from real estate to tech. She went on to work for private and public companies in the biotech, retail, fitness, not-for-profit, and real estate spaces.

She brings this varied experience to her firm, where she is passionate about helping clients understand and manage all aspects of their finances and helping them build real wealth.

She lives with her family in Rancho Santa Fe, California, where she also serves on the RSFA Audit and Finance Committee.

JOAN M. CARATAN

CPA

Tel: 858-264-4815

joan@jmcaratan.com

California Board of Accountancy

License No. 85129

CONTACT

CONTACT
J.M.CARATAN

CONTACT INFORMATION

Email: joan@jmcaratan.com
 

Tel:  858-264-4815

P.O. Box 333 

Rancho Santa Fe, CA   92067​

Schedule a consultation today and see what

accounting and tax services we can offer you.

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