Services

Financial management that improves decision quality.

Executive projects and ongoing support tailored to your company's stage, structure and priorities in Brazil.

01

CFO as a Service

Experienced financial leadership working alongside founders and management, with an independent perspective and a focus on results.

Executive finance routines and leadership support
Management reporting and KPIs
Cash and working capital management
Planning and performance monitoring
Development of Finance, Accounting and FP&A teams

02

Financial planning and FP&A

Turning business goals into numbers, scenarios and performance management mechanisms.

Annual budgets and forecasts
Scenario and sensitivity models
Variance analysis and action plans
Dashboards and performance routines

03

Profitability, margins and cash

Economic and financial analysis by product, customer, channel or business unit to guide commercial and operational priorities.

Contribution margin and break-even analysis
Cost analysis and pricing
Cash flow and working capital
Identification of losses and opportunities

04

Financial restructuring

Rapid organization of information and decisions for businesses facing cash pressure, declining margins or uncontrolled growth.

Financial diagnostic and risk map
Cash stabilization plan
Renegotiation and prioritization of commitments
Redesign of processes and responsibilities

05

Financial modeling and investments

Projections to assess feasibility, returns and risks before committing resources.

Business plans and projections
ROI, payback, NPV and scenarios
Evaluation of new products and operations
Financial preparation for fundraising and M&A

06

Governance and internal controls

A structure that enables growth through clear responsibilities, reliable information and lower risk exposure.

Policies, approval levels and segregation of duties
Financial close and management calendar
Critical controls and reconciliations
Reporting for shareholders, boards and investors

07

Team development and training

Technical and managerial development that turns the finance function into a business partner, with content adapted to each company's reality and maturity.

Practical training for Finance and Treasury teams
Management accounting and financial statement analysis
FP&A, budgeting, forecasting and variance analysis
KPIs, profitability and decision support
Customized programs based on real company cases

08

Brazilian Tax Reform readiness for 2027

Assessment of the financial and operational impacts of the transition to CBS and IBS, helping companies protect margins, cash flow and process continuity.

Impact assessment by product, service, customer and supplier
Review of pricing, margins, tax credits and working capital
Analysis of commercial contracts and tax pass-through clauses
Review of systems, master data, tax documents and internal processes
Financial simulations, readiness roadmap and implementation monitoring
Coordination across Finance, Accounting, Tax, Sales, Procurement and Technology

Initial conversation

Which financial challenge is limiting your operation today?

We will identify the highest-impact issue and define a practical first action plan.

Schedule a consultation