How we work

A professional standard, a structured process

We work with fixed scope, fixed price and defined deliverables from day one. No open-ended retainers, no team rotations, no invoice surprises. This is exactly how we operate from the first conversation to the ongoing relationship.

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Our process

From first contact to ongoing relationship

A structured process to deliver results fast — no months of onboarding, no vague deliverables, no contractual surprises.

01
Free diagnostic

You write us about your situation or we schedule a video call. We understand your goals. No pitch — just an honest assessment of where we can add real value.

02
Clear proposal en 48h

Written proposal with defined scope, price and deliverables. You know exactly what you get and how much it costs before you commit.

03
Onboarding in one week

We review your numbers, set up dashboards and start delivering in days. No endless kick-offs, no infinite discovery sessions.

04
Ongoing relationship

Regular reporting cadence, monthly strategy calls, dedicated advisor always available. You always know where your business stands.

What to expect

Typical deliverables in an ongoing relationship

These are the concrete outputs we deliver to most of our Fractional CFO clients. Cadence and format adapt to the size and complexity of each company.

Monthly close + executive reportingP&L, balance sheet and cash flow before the 15th of the following month, with executive commentary on material variances.
KPI dashboardDashboard of your business's critical indicators — revenue, margin, DSO, DPO, cash conversion cycle, any relevant operating metric.
Budget vs actuals analysisVariances quantified and analysed. Early identification of concerning trends before they become serious problems.
13-week cash flow forecastRolling cash flow updated weekly. Anticipating cash tensions and planning funding needs in advance.
Scenario modellingStrategic decisions' impact quantified — price changes, new hires, geographic expansion, CAPEX investment.
Board and Investor ReportingQuarterly packages ready to present, tailored to the level of detail your investors expect.
Bank covenant monitoringCalculation and monitoring of bank-required financial ratios. Early warnings before any breach.
Ad-hoc executive supportAny one-off analysis you need ahead of a critical meeting — board, bank, potential buyer, audit.
Our principles

What guides us on every engagement

These aren't office-wall values. They are the operating principles any client can verify in their first week working with us.

01
Direct, not diplomatic

We tell you what we see in your numbers — even when it's uncomfortable. If your cost structure is unsustainable or your funding plan won't work, we say so clearly. You hired us to advise, not to agree.

02
Fixed scope, always

Every engagement starts with a written proposal defining what's included, what's not, and how much it costs. No unagreed extra hours. Transparency isn't optional — it's part of the service.

03
One advisor. Total accountability.

You work with a dedicated advisor who knows your business, your sector and your history. Not a rotating team of juniors who make you re-explain context every month.

04
Owner mindset

We think as if the company were ours. We recommend what makes most sense for your business long-term — not what sells best or requires less work on our side.

05
International by design

Operating with clients in multiple countries, in several languages and with cross-border legal structures is our daily reality. International complexity is in our operating DNA, not a special case.

06
Speed as a standard

Financial decisions don't wait for weekly review cycles. We reply within 48 hours — and usually much sooner. When you need an answer before a board meeting, you have it.

Our commitments

What you can expect from us

Operating commitments verifiable in the first 30 days of work — not marketing promises.

Proposal within 48 hours

After the diagnostic, you'll receive a written proposal with scope, price and deliverables within 48 hours.

Dedicated advisor always

Always the same advisor. Always available. Always with the full context of your business. No unexpected rotations.

No invoice surprises

The agreed price is the final price. No extra charges without your prior written approval. If scope changes, we discuss it first.

Response within 48 hours

Any question, any business day. Not in "the next few days". 48 hours — or sooner. That's our standard.

Your language, your time zone

Spanish, English or Russian — as you prefer. We adapt our availability to your time zone, not the other way around.

Absolute confidentiality

All information you share is protected by a confidentiality agreement. We never use one client's information to benefit another.

Siguiente paso

Shall we start?

Tell us your situation and we'll reply with an honest assessment and a clear proposal. No commitment. No pressure. Response within 48 hours.

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