Financial clarity for your businessand your personal finances
Public Accountant with 15+ years of experience at companies like Haleon, PriceSmart, Walmart and KPMG. Today I bring that same corporate rigor to entrepreneurs, small businesses and individuals in Costa Rica.
Experience built at Haleon · PriceSmart · Walmart Mexico & Central America · KPMG · Newport Pharmaceuticals
End-to-end financial services
From day-to-day bookkeeping to the analysis leadership needs to make decisions. A full catalog, built for independent professionals, small businesses and companies.
Accounting & compliance
Monthly bookkeeping, financial statements and closings, with or without prior backlog.
Tax & compliance
VAT, income tax, withholdings, e-invoicing and regularizations with tax authorities.
Audit & internal control
Internal audits, external audit support, and certification of financial statements.
Costing & profitability
Cost structure, margins by product and break-even analysis.
Financial planning (FP&A)
Budgets, cash flow, forecasts and management dashboards.
Automation & Power BI
Dashboards, automated reporting and ERP implementation.
Official resources
Direct links to the Costa Rican tax authority and central bank portals you'll need most.
Tax calendar
Filing dates and deadlines with the tax authority.
Ministerio de Hacienda
Open official siteCABYS
Goods and Services Catalog used for e-invoicing.
Central Bank of Costa Rica
Open official sitePublic inquiry
Check your tax status and that of third parties.
Ministerio de Hacienda
Open official siteOVI
Virtual Tax Office for filings and tax procedures.
Ministerio de Hacienda
Open official siteCorporate rigor, applied to your reality
I spent over a decade closing books, building budgets and running audits for multi-million dollar operations. That same rigor — without the bureaucracy — is what I bring to every small business and every individual I work with.
End-to-end vision
From daily bookkeeping to strategic analysis, without losing the thread between them.
Real automation
Power BI reports and dashboards that save hours of manual work every month.
Compliance up to date
Current Costa Rican tax rules, no last-minute surprises with tax authorities.
Plain language
I explain your numbers without jargon, so you can decide with confidence.
Numbers behind the work
Years of experience
Industries served
Reduction in reporting time
In controlled inventory impact (USD)
A simple process, start to finish
Diagnosis
We talk through your current situation and what needs solving.
Proposal
I present a clear plan, with defined scope and timeline.
Implementation
I execute the work with periodic progress updates.
Ongoing support
Continuous follow-up so your finances stay healthy.
Before you reach out
Yes, I work remotely with clients across Costa Rica, and in person around the Curridabat area when needed.
Yes, I work with independent entrepreneurs, small businesses, incorporated companies, and personal finances too.
Filling out the contact form or messaging me on WhatsApp is enough. In our initial consultation I'll tell you exactly what information I need.
Yes, as a licensed CPA I can certify financial statements and issue income certifications.
Ready to get your finances in order?
Write to me today for a free initial conversation about what you need.