Services
What I Do
In today's business environment, success depends to a large extent on the ability to make informed decisions. In this regard, reliable and up-to-date financial information is essential. As a finance professional, I understand the importance of this task and am committed to contributing my knowledge and skills to ensure that your accounting functions effectively and provides you with the data necessary for informed and strategic decision making.
Remote Accounting And Tax Advice.
Asesoría Contable Y Tributaria Remota.
El área financiera es un pilar fundamental en la administración de una empresa y entiendo que puede ser difícil tomar decisiones con confianza sin tener acceso a información financiera fiable y actualizada. Yo apoyare con mi conocimiento y habilidades para que su contabilidad funcione y aporte efectivamente para la toma de sus decisiones.
Remote Accounting Outsourcing.
- Design and parameterization of the Chart of Accounts.
- Accounting Policy and Procedure Organization.
- Preparation and Elaboration of Monthly and Annual Financial Statements and Management Reports.
- Updating Late Bookkeeping using the Client's Accounting System.
- Personalized Advisory and Training for Clients' Business Knowledge and Management.
Tax Advisory Services
- Preparation and review of national and territorial tax returns. Outsourcing of tax compliance.
- Personalized advice and training to the client for the knowledge and management of his company
Asesoría Y Educación En Finanzas Personales.
Quieres invertir u organizar tus finanzas, pero no sabes por dónde empezar? Tranquilo todos pasamos por ahí, y hoy has llegado al lugar indicado, en este espacio encontraras además de contenido gratis de Educación en Finanzas también una persona a la que podrás consultar si lo deseas y podre ayudarte a lograr tus metas y objetivos con mi conocimiento y experiencia.
Advice and Education In Personal Finance.
Do you want to invest or organize your finances, but don't know where to start? Relax, we all go through that, and today you have come to the right place, in this space you will find in addition to free content on Finance Education also a person to whom you can consult if you wish and I can help you achieve your goals and objectives with my knowledge and experience.
Personal Finance
- First we will analyze how your financial situation is today, as well as your attitudes towards money.
- We will make a diagnosis to be very clear about your life objectives, including goals for retirement savings, your children's education, among others.
- I will show you different options to protect, control and optimize the resources you have, which is a point of personal finance that is often overlooked but is fundamental.
Self-employed and Entrepreneurs
- Feasibility studies.
- Assistance in the development of the Business Model.
- Financial Projection - Financial Analysis & Insights.
- Incorporation and/or Formalisation of Companies.
- Establishing the optimal procedure for the registration of operations carried out by the company.
Investments
- Identify your risk profile.
- Identify and explain investment options tailored to their needs or interests.
- Establish an investment method such as dollar-cost averaging (DCA).
- Presentation and support in the use of investment platforms and brokers.
- Investment taxation analysis.
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Consulting And Education In Decentralized Finance, Blockchain And Cryptocurrencies.
Blockchain and Cryptocurrency Consulting and Education.
- An introductory overview of the world of decentralised finance, focusing on how it works, use cases, investment opportunities and risks.
- Criteria to know how to choose which DeFi protocol.
- Suggested investment strategies according to risk profile.
- Step-by-step on how to use Exchanges, Wallets.
- Downloadable tools to help you analyse and manage your portfolio for personal or tax purposes.
Bitcoin Investing Education and Advice
- Understand what Bitcoin is and why it has monetary value
- We will explore together the potential that bitcoin has for you.
- Suggested investment strategies according to your risk profile.
- Step by step to use, store and manage your Bitcoins by yourself.
- Downloadables that will help you analyze and manage your portfolio for personal or tax reasons.