Accounting / Finance

Established in 1990, AMS is a service organization providing reliable information to facilitate wise decision making and to establish business management objectives. Our clients are primarily nonprofit organizations and small business. Specializing in the design & the application of accounting & management systems as well as maintenance of accounting information.

As a socially conscious, boutique economic development financing and consulting firm, BWC takes a holistic, objective and entrepreneurial approach to advising units of local government, operating companies and higher education clients on how to:
● Position themselves for growth and sustainability ‐ Thriving Brands
● Drive economic impact and development via creative financing strategies and structures and/or
● Obtain the financing needed for growth or restructure for viability vs. project financing

WHAT MAKES US DIFFERENT?
We believe the success of organizations and businesses is inextricably tied to the success of the community and the individuals that live and work there.
Our Innovative Financing Yields Results
In order to meet the needs of each unique client, BWC takes an innovative approach known as Structured Multi‐Layered Financing, which:
● Leverages the power of public‐private partnerships using financial products and incentives, tax credits and programs available from local, state and/or federal government to cover project gaps.
● Incorporates traditional financial institutions willing to work in the community development space to deliver attractive financing options with creative capital sources to meet these needs.
● Accesses the constantly changing landscape of financial tools available for community development to leverage every dollar for which they qualify for a full array of investment options.
● Brings the resources and partners of the investment community and government together to layer and structure the appropriate financing vehicles and package them to fully meet the needs of sustainable communities

Cartesian FinOp Partners was “Built for Users, By Users”. We sit at the intersection of Finance/Accounting and Investment Operations, serving Family Offices, Private Investment Funds, and Small & Medium Enterprises (SMEs). Emanating from the middle and back office of a London-based single-family office with operations in four countries, we service over 60 entities, including an investment vehicle holding over 40 different investments, such as private funds and portfolio companies.

As a business owner, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process we take seriously. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.

People often think estate planning starts and ends with a will. It doesn't. A skilled New Bern estate lawyer builds a complete legal framework around your life one that accounts for what you own, who you love, and what you want to happen if things go sideways. That includes powers of attorney, healthcare directives, trust structures, and beneficiary designations that actually align with your intentions. Getting the details right matters. A poorly drafted document or a missing signature can tie up assets in probate for months, create family conflict, or hand decision making to someone you'd never have chosen. An experienced estate and legacy planning counsel in New Bern knows where those gaps appear and closes them before they become problems.