Everything you need from your accountant,
in one place
As a licensed CPA, I can support you at every stage: from keeping your books current to certifying your financial statements and helping you plan for growth.
Accounting & compliance
An orderly record of your operations, ready for decision-making and any regulatory requirement.
- Monthly bookkeeping / outsourced accounting
- Financial statements under IFRS and IFRS for SMEs
- Monthly and annual closings
- Bank reconciliations
- Fixed assets and depreciation
- Catch-up bookkeeping for backlogged accounts
- Bookkeeping for self-employed individuals
Tax & compliance
Costa Rican tax compliance kept current, with no last-minute fines.
- Tax registration and updates (D-140)
- VAT filing (D-104)
- Income tax (D-101) and partial payments
- Withholdings (D-103) and D-151
- Simplified regime (D-105)
- E-invoicing implementation
- Beneficial ownership registry filing
- Handling tax authority requirements and regularizations
Audit & internal control
Independent review that gives confidence to partners, investors and banks.
- Internal audit
- External audit preparation and support
- SOX-style internal control review
- Certified financial statements
- Income certifications
- Accounting due diligence
Costing & profitability
Knowing what it costs to produce and sell is the foundation of every profitable decision.
- Standard and job-order costing
- Cost structure and break-even analysis
- Margin by product, customer or channel
- Inventory valuation and physical counts
Financial planning & analysis (FP&A)
My biggest strength: turning numbers into decisions. Over a decade doing this for large operations.
- Annual budgeting and rolling forecasts
- Projected cash flow
- Financial models and scenarios
- KPIs and management dashboards
- Project evaluation (NPV, IRR, payback)
- Variance analysis
Automation & digital transformation
Fewer hours building reports by hand, more time analyzing what matters.
- Dashboards in Power BI, Tableau and Looker
- Financial reporting automation
- ERP implementation and migration (SAP, Softland, QuickBooks)
- Digitizing financial processes
Personal finance & financial education
Because a healthy financial life takes planning too.
- Household budgeting
- Debt payoff plans
- Personal finance organization
- Financial education talks and workshops
I work with different profiles
Entrepreneurs
Start off right, without fiscal headaches.
Small businesses
Accounting order and reports that support controlled growth.
Corporate
Focused projects in analysis, audit or automation.
Personal
Order and peace of mind for your day-to-day finances.
Not sure where to start?
Let's talk for free and I'll tell you exactly which service fits your situation.