Bookkeeping  ·  Payroll  ·  Advisory

Financial clarity, kept with precision.

Carolus Advisory keeps the books in order, the payroll on time, and the path ahead clear — so the businesses we serve can make decisions with confidence.

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What we do

Disciplined financial operations, handled end to end.

From day-to-day records to the questions that shape your next move, Carolus brings order and judgment to the financial side of your business — whatever industry you're in.

01

Bookkeeping

Clean, reconciled, current records you can actually rely on when it matters.

  • Monthly reconciliation & close
  • Accounts payable & receivable
  • Clear, decision-ready reporting
02

Payroll

Accurate, compliant payroll run through a vetted, fully managed platform.

  • Scheduled, on-time pay runs
  • Filings & compliance handled
  • Onboarding & records support
03

Advisory

A steady hand on cash flow, structure, and the decisions ahead of you.

  • Cash-flow visibility & planning
  • Fractional finance support
  • Strategic, plain-spoken guidance
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Construction & trades

Construction finance, from the inside.

Job costing, WIP schedules, AIA progress billing and certified payroll, from a firm founded by someone who has run construction companies.

Construction services

Founded by Carlos Ortiz, who brings 8+ years in construction finance and has run two construction companies.

About Carolus

Let's put your numbers in order.

Tell us a little about your business and what you need. We'll take it from there.

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