Automating finance processes
Journal entries, reconciliations, invoicing and the monthly close, rebuilt so the repetitive part runs on its own.
Process Automation
We map the manual work inside your operation, automate it with Power Automate, Excel and AI-driven workflows, and measure the hours it gives back.
- Journal entries, reconciliations and the monthly close
- Invoices, reports and approvals that run themselves
- Built inside the tools you already pay for
- Hours and error rate measured before and after
U.S. Company and Tax
Formation, EIN, ITIN through an IRS-authorized Certifying Acceptance Agent, the company and personal returns, and the bookkeeping underneath them.
U.S. Company FormationITINBusiness Tax ReturnsPersonal Tax ReturnsAccounting and BookkeepingOperating and Tax BlueprintIFRS Financial Statements
Quote your case Global Talent
Vetted remote professionals, full time, by deliverable, by the hour or by project. They stay on our payroll, not on yours.
CAD and Site PlanningAccountingFinance and FP&AData AnalysisSystems and Software EngineeringAdministrative SupportProject ManagementCustomer Support
See all roles Business Intelligence
We turn scattered spreadsheets and systems into SQL data models and Power BI dashboards your team actually uses to make decisions.
- One source everyone reads from
- Dashboards built around decisions, not every metric
- Refreshed on their own, not rebuilt on Mondays
Training and Workshops
Workshops and coaching for finance teams on automation, Power BI and SQL, IFRS and running a U.S. company from abroad, built on your own files.
- In your office, live online or at your event
- Single sessions or packages of four to six
- In Spanish or English, on your own files
05 · Training and workshops
So your team can do it without us.
Workshops and coaching on the same work we do for clients: automation, Power BI and SQL, IFRS and running a U.S. company from abroad. Built on your team’s own files rather than textbook examples, so on Monday they put it to use.
Sample agenda
Automating the month-end close
- 09:00Where the close loses its days: mapping your own process
- 10:30Power Query: bank statements and ledgers without copy and paste
- 13:00Reconciliations that flag their own differences
- 14:30Power Automate: approvals and reminders that run on their own
- 16:00Everyone leaves with one process automated
Illustrative. Every agenda is built with your team.
TopicsExcel · Power Automate · VBA Power BI · SQL · DAX IFRS · US GAAP LLC · IRS · sales tax Copilot · ChatGPT Custom
Six topics, taught by the people who do the work.
Each one can be a single session or a series. The level adapts to the group, from people who have never written a formula to teams that already build models.
Power BI and SQL for finance
From the trial balance to a dashboard: data models, measures that agree with the accounting, and the SQL underneath.
IFRS for teams that come from US GAAP
The differences that change the numbers, practised on your own statements. Full IFRS or IFRS for SMEs.
Running a U.S. company from abroad
What gets filed and when, how the money moves and what the bank looks at. For founders and for the teams that support them.
AI applied to accounting
Where AI saves time today, where it still fails, and how to use it without putting client data at risk.
A topic of your own
Your ERP, your close calendar, your reporting package. If your team needs it, we build the session around it.
FormatsYour team Anywhere Open audience Leaders
In your office, online, or in front of an audience.
Single sessions, or packages of four to six, which is where a team really changes the way it works.
In-company workshop
For one company, with its own files and systems. Half a day, a full day or a series.
Live online
The same workshop over video, in shorter blocks, for teams spread across countries.
Events and associations
Talks and workshops for chambers of commerce, business associations and universities.
One-to-one coaching
For whoever leads finance and is taking on automation or IFRS, in sessions built around their real work.
How a workshop is designed
Built around what your team does on Monday.
01
Diagnosis
A short call and a survey of the participants: what they use, what they struggle with, what they have to produce.
02
Your material
Exercises built on your own files, anonymised if needed, so nothing feels like theory.
03
The session
Hands-on, with everyone at a keyboard. Short explanations, long practice.
04
Follow-up
Templates, recordings where the format allows, and a follow-up when the topic calls for it.
Who teaches
The same professionals who do the work for clients, certified in Power BI, Excel Expert, UiPath, IFRS by ICAEW and ACCA, and project management (CAPM), with coaching training accredited by the ICF.
Power BIExcel ExpertUiPathIFRS · ICAEWIFRS · ACCACAPMICF coaching
Who it is for
Teams that want to stop depending on one person.
- •Finance and accounting teamsWho close the month, reconcile and report, and want to do it in less time.
- •Founders and managersWho run a U.S. company and want to understand what they sign.
- •Associations, chambers and universitiesThat want practical content for their members or students.
What they leave with
Something working, not a pile of notes.
- ✓A process automated or a report builtMade during the session, on their own files.
- ✓Templates they can reuseThe models from the workshop, ready for the next close.
- ✓Material in Spanish or EnglishThe same content in both languages, for mixed teams.
Questionnaire
Tell us about the group.
Six questions about the topic, the people and the format. With that we propose an agenda and a price.
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Frequently asked questions
What we are asked before starting.
How is it priced?
Per session, or per package of four to six sessions, depending on the size of the group, how much preparation the material needs and the format. You receive the agenda and the price together.
In which language?
Spanish or English. Mixed groups work too: the material can go in both.
Can you use our real data?
Yes, and it is what works best. If the data is sensitive, we anonymise it or build a copy with the same structure, and nothing leaves your environment without permission.
Do participants need licences?
For Excel and Power Automate, the Microsoft 365 they already use is usually enough, and Power BI Desktop is free. We confirm the requirements a week before.
Do you run sessions for associations or universities?
Yes. Open talks and workshops on any of the topics above, in person or online, adapted to the audience.
What if someone gets stuck afterwards?
When the topic calls for it, the agenda includes a follow-up session, and one-to-one coaching covers anyone who needs more.
Pick the topic your team struggles with most.
Six questions in the form above and we send you a proposed agenda. Or talk to us if you are organising an event.