1. Our professionals are subject matter
experts in the financial regulatory environ-
ment and provide guidance by leveraging
our experience, industry knowledge,
familiarity with laws and regulations and
creativity. Carrtegra brings years of experi-
ence in designing and reviewing
processes, evaluating controls, and
making critical recommendations that
increase process efficiency and reduce
risk. While you are managing your busi-
ness, we can dedicate full time profession-
als to designing and helping you imple-
ment solutions. We do the work; you own
the solution.
Leadership,
Value and Integrity
Carrtegra is a Houston, Texas based man-
agement consulting firm specializing in
Compliance, Controls and Ethics; Internal
Controls; Financial Advisory; and Finan-
cial Talent. We work closely with your
company to provide carefully tailored
high-value solutions.
Businesses today are complex, and tech-
nology changes faster than the weather.
But you still have to manage and control
your business despite the environment
and pressures. Effective processes,
controls and transparency help you over-
come these challenges. Carrtegra can
help.
Our team of professionals offers leader-
ship and management skills. Members of
our team have held roles as Chief Financial
Officers, Controllers, Internal Controls
Review Directors and Operational VP's in
both public and private companies. We
work with your management team and
auditors, external or internal, to provide
collaborative solutions that work for
everyone.
Carrtegra Philosophy
The Carrtegra team consists of experienced
professionals with both public accounting
and industry experience. Our consultants
can effectively communicate with your
executive management team and the
board as well as your independent audi-
tors. We leverage this experience to our
clients providing great value.
Our approach is focused on quality as well
as value. Our processes include a quality
assurance review for every significant
deliverable. And, our partners are in the
field, working right along-side the team.
We hire our consultants and do not use
independent contractors. This provides for
consistency and better control over proj-
ects.
We take on projects only if we are confi-
dent we can execute them at the highest
level. Our reputation and our people are
our most valuable assets.
Contact Us:
616 FM 1960, Suite 415
Houston, Texas 77090
Phone: (713) 955-2277
scarr@carrtegra.com
www.carrtegra.com
Sam H. Carr, Managing Partner
Sam Carr has over 30 years of experience in
financial management and consulting. He
is a finance and operations executive with
broad-based experience that includes 12
years as a Chief Financial Officer or Chief
Accounting Officer in mid-sized private and
public corporations. Sam served as Presi-
dent of a management consulting firm for 9
years and worked as an auditor and consul-
tant for an international public accounting
firm for 14 years.
Carrtegra, LLC is not a licensed CPA firm and does not offer attestation services which include audits, reviews and compilations

2. Carrtegra, LLC is not a licensed CPA firm and does not offer attestation services which include audits, reviews and compilations.
Overview of Services
Carrtegra, LLC is a Houston, Texas based management consulting firm. We work with your company to provide carefully tailored high-value solutions.
Services Industries
Compliance, Controls and
Ethics
Internal Controls Financial Advisory Financial Talent
Corporate governance Internal audit co-sourcing and
outsourcing
Annual and quarterly
financial reports for lenders,
equity holders
Interim CFO/controller Energy
Sarbanes-Oxley Section 404
internal control documentation
and testing
IT risk and governance
assessment
SEC and regulatory filings Interim finance team resources Healthcare
FCPA investigations & controls
remediation
Data analytics / Continuous
controls monitoring (IDEA,
ACL)
Technical accounting support Preparation for external audits Construction
Forensic work, fraud and white
collar crime investigations
Coordination with external
auditors
Transaction support: due
diligence, bid room
preparation
Internal business controls
support
Manufacturing
Financial control
redesign/remediation
Operations controls testing Post-merger integration Account analysis and
reconciliations
Transportation
Business processes and controls
design and implementation
IT general controls testing Complex data analysis (IDEA,
ACL)
Distribution
Accounting policies and
procedures
Cost analysis/control Gaming
Finance closing procedures Analytics & Financial
Modeling/Forecasting
Aviation
Enterprise risk management Restructuring/turn around Forest products
Contract and regulatory
compliance reviews
Project management Real estate