Accounting

Fianance Research & analysis

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A financial strategy is a clear path for what you are trying to achieve with your money. It can range from short-term goals like saving up enough for a new computer in the next three years, to lifetime goals like how much you would need to save up in order to retire at 65. it is also important financial strategy because it can help you stay organized and make better financial decisions.
Financial strategy is beneficial because it will help you save more money in the long run. Having a plan for your money can also help you stay organized, instead of spending frivolously with no end goal in mind.When things are disorganized.

Questions? You’re Covered

Regardless your needs in accounting, taxes, operational finance or team management, I can provide you with the solutions you need. In other words, I offer you a full picture of finance.

I address my multidisciplinary approach to business corporations who look for consistent standards of services based on high professional capabilities, industry insight, local knowledge combined with expertise, experience and professionalism.

I usually come on board under the following roles: Finance Manager, Finance Director, CFO, Group Head of Finance, Tax Manager, Tax Director, Head of Accounting & Taxes.

As a Certified Public Accountant (CPA) in the USA and Steuerberater (Certified German Tax Advisor) in Germany, my services extend at an international level -whether based on either both of these two countries or anywhere else in Europe-, in any place where financial knowledge for these two jurisdictions need to be applied.

Prior to establish an agreement with a client, I usually set up a couple of interviews with a potential client in order to establish the exact kind of services are needed as well as fees.

After a contract has been signed, my services start by an on-site evaluation of the client’s financial team and numbers. This phase begins with day 1 and through listening, getting to know the processes and responsibilities of each person. There is no need for a company on-boarding process. Trusting the people within the team is important, not only because they already know the job but also it is part of a quality personal approach.

After 2 to 3 weeks of this “listening/getting to know everyone” period, I proceed to set a list of tasks and prioritize deadlines. From this point onwards, I’m in a position to add value to the organization and being able to guide/lead the team.

Experience: My international expertise for more than 15 years with small, medium-sized and large corporations as well as privately held organizations, added to an audit background will let me assist your business eliminating risks, improving management and therefore, leading to profit.

Knowledge across finance areas: I offer coordinated cross-border finance operation as a whole full picture of finance approach: I will create connecting bridges among all areas (accounting, taxes, operational finance & team management) in order to achieve the best result possible and also saving time, money and effort.

Commitment & reliability: I’m here to serve you and provide solutions. What you’ll experience by working with me is the passion I share for this work through a direct “hands-on” approach.

Professionalism: My two professional titles within two different international jurisdictions have set me in the path to follow professional standards and to provide reliable services.

Personal Approach & transparency: A regular communication and good quality of my services guarantee the success for your business. This translates into regular updates about the progress, work closely with my clients, helping them to mitigate risks and grasp opportunities.

Professional approach: Listening is the first step to understand your needs. Afterwards, I can quickly adapt to the company´s processes and operations to offer solutions that match your requests and apply to your company´s needs.