Our Work
We support companies of all sizes and sectors in the financial, structural, and strategic management of their businesses. Our portfolio reflects the trust of clients seeking solid and customized solutions to optimize processes, reduce risks, and increase results. See below for an example of our work.
01
Financial Dashboard
The challenge:
Our client was having difficulty tracking their financial results in a structured way. The information was scattered across different spreadsheets, making report generation slow, laborious, and prone to errors.
The solution:
We developed a customized financial dashboard that consolidates key management indicators into a single environment. The tool was designed to offer intuitive visualizations, comparisons between periods, and automatic data updates.
The results:
✔ Significant reduction in time spent preparing financial reports.
✔ Clear and centralized view of strategic indicators: revenue, costs, margin, cash flow, and profitability.
✔ Greater agility in scenario analysis and decision-making.
✔ Evolution of financial governance with more reliable and up-to-date data.
Today, customers have a solution that not only organizes information, but also generates insights to guide business growth.
02
Tax Review
The challenge
A medium-sized company sought greater efficiency in its tax management, but faced risks of improper tax collection and a lack of clarity regarding opportunities for credit recovery. The tax process was complex and decentralized, making it difficult to identify inconsistencies.
The solution
We conducted a detailed tax review, with a thorough analysis of applicable legislation, cross-referencing of tax data, and mapping of cost-saving opportunities. We also identified recoverable tax credits and suggested improvements to internal tax calculation processes.
The results
✔ Identification of improper payments and recovery of tax credits
✔ Reducing tax risks through procedural correction
✔ Significant savings through tax burden optimization
✔ Improved governance and greater security in fulfilling tax obligations.
03
Pricing
The challenge
An automotive manufacturer was having difficulty calculating sales prices based on actual costs, taxes, and contribution margins. The process was manual, lacked standardization, and created uncertainty in decision-making.
The solution
We've developed a smart pricing spreadsheet that integrates fixed and variable costs, taxes, and desired margins. The tool also allows for quick simulations of pricing and profitability scenarios.
The results
✔ Standardization in the pricing process
✔ Speed and accuracy in margin and profitability calculations
✔ Reduction of errors and inconsistencies in analyses
✔ Solid foundation for strategic pricing and negotiation decisions
04
Tax Planning
The challenge
A growing company was struggling to balance its growth with the complexities of the tax burden. The existing tax model no longer reflected the reality of the business, resulting in high tax costs and uncertainty about the best corporate and tax structure to adopt.
The solution
We developed a strategic tax plan, analyzing different tax regimes, applicable tax benefits, and corporate reorganization alternatives. The work was conducted in a personalized manner, aligning current legislation with the company's financial and operational goals.
The results
✔ Reducing the tax burden by choosing the most suitable tax regime.
✔ Identification of incentives and tax benefits applicable to the sector.
✔ Greater predictability in cash flow and financial planning
✔ Tax structure tailored to support sustainable business growth.
