Modern accounting & external advisory

Streamlining Financial Operations for Modern Business.

Precision data. Strategic growth. Month-end close, payroll reconciliation and compliance run as one operating system — audited, optimized, and managed.

Scoped proposal 2 days from your first inquiry
Opening audit 30 days written list of open items
Reporting Monthly fixed close calendar
Service offerings

Three operational buckets.

Scope is fixed before work begins. Every engagement reports against the same deliverables.

Corporate Accounting & Reconciliation

Month-end closing, gross-to-net payroll reconciliation, and systematic ledger auditing.

Month-end close Payroll Ledger audit

External Advisory & Lean Operations

Applying OEE and Lean frameworks to financial workflows to eliminate waste and optimize resource allocation.

OEE Lean Resource allocation

Tech-Driven Compliance

Electronic tax compliance, invoice tracking, and integration of QuickBooks Online, ERPs, and AI-assisted data extraction tools.

e-Invoicing QBO ERP

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How we work

Audit. Optimize. Manage.

A fixed onboarding sequence. You know what lands, and when.

01

Audit

Full ledger review, reconciliation backlog, and a written list of open items within the first 30 days.

02

Optimize

Workflow redesign against Lean and OEE measures — remove duplicate entry, close the data gaps, set the calendar.

03

Manage

Ongoing close, payroll reconciliation and electronic filing, reported on a fixed monthly cadence.

Stack QuickBooks Online Bill.com Smartsheet SUNAT / SIRE JobNimbus Paychex
Advisor headshot
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The advisor

Jorge De La Cruz

External advisor and project accountant. Construction, services and cross-border filing — the same operating discipline applied to each.

Project accounting Lean / OEE Electronic compliance

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Tell us the primary goal.

Four fields. You will hear back with a scoped proposal within two business days.

Book a Discovery Call