Meet the team

Financial Clarity, Engineered by Humans.

CFOs, CPAs, and Data Scientists working together for your growth.

Modern office workspace
Our Mission

More than compliance.
Built for growth.

Most accounting firms treat your books like a compliance checkbox. We treat them like the strategic asset they are.

Our team combines financial expertise, technical automation, and data science to give you clarity on what's working, what's not, and where to invest next.

We don't just close your books. We open opportunities.

$2.4M
avg. saved per client
89%
faster month-end close
24/7
automated reconciliation

Leadership you can trust

Three specialized teams working as one to deliver financial excellence.

Strategic Finance

Led by José Sosa & Carlos Artica
Profitability & Growth

Our finance leaders bring decades of CFO-level experience, helping companies navigate complex growth decisions with data-backed strategies.

Precision Bookkeeping

Led by Michele Hernandez
Compliance & Accuracy

Michele ensures every transaction is categorized correctly and your books are audit-ready, so you never worry about month-end close.

Data Intelligence

Led by Allan Rodriguez
Automation & Insights

Allan builds the automations that eliminate manual work and surface insights that traditional bookkeepers miss.

How we work

A proven process that takes you from chaos to clarity.

01

Audit

We review your current books and identify gaps, errors, and opportunities.

02

Clean

We fix historical issues and establish proper account structures.

03

Automate

We build workflows that reduce manual data entry by 80%+.

04

Scale

Your financial operations grow with you, not against you.

Our values

The principles that guide every decision we make.

Transparency

You see everything. No black boxes, no surprises.

Accuracy

We obsess over getting the numbers right, every time.

Tech-First

We leverage automation so humans focus on strategy.

Proactive

We catch issues before they become problems.

Meet the team that will
change your business.

Let's have a conversation about where you are and where you want to go.

Work with us