Financial Architecture
We understand the importance of having a solid financial architecture in place. We help you understand the numbers behind your business and design strategies that strengthen profitability, cash flow, and long-term value. It includes all the systems and processes that support an organization's financial goals, including accounting, budgeting, bookkeeping, financial reporting, tax planning, estate planning, and more.
A complete vision of the current and projected financial situation of your business or assets allows you to design and implement strategies that guarantee the financial success of your decisions.
“Cash Flow and Profitability are key indicators to measure the financial management of the business and establish guidelines for decision making”
Alexander Rosania.
VP Finance.
Undertake YOUR Challenges
- Define the economic value of your company, project or idea
- Understand the numbers and establish financing channels
- Select the legal and tax structure that ensures and maximizes your investment
- Contain and redefine a more efficient cost structure
- Improve the cash flow of your company or business
- Establish financial planning and budgeting adjusted to your current and future business reality
- Turn your financial results from red to black, increasing the profitability of your business
- Count on a top-level accounting-administrative team
OUR SCOPE
ACCOUNTING STRATEGY
Choosing an appropriate accounting strategy gives entrepreneurs key insights into the factors that could hold them back or drive them forward. Accounting allows a business to monitor every aspect of its finances, from revenues to costs to taxes and more.
At Davos, we go beyond the numbers. We deliver in-depth financial analysis that transforms raw data into strategies-designed to protect your assets, optimize cash flow, and maximize returns.
FINANCIAL STATEMENT ANALYSIS & CONSOLIDATION
We help our clients gain a deep understanding of their financial performance and make informed decisions based on that data. Our reports will give you insight into your organization's financial health and key factors for assessing your financial performance and business value.
With our insights, you’ll:
- Evaluate profitability and performance with precision.
- Identify strengths, weaknesses, and areas for growth.
- Make informed decisions backed by reliable data.
- We transform financial information into strategic intelligence, empowering entrepreneurs to take control of their growth.
BUDGET PLANNING
A solid budget is your financial GPS—it helps you allocate resources wisely and stay prepared for risk. We design practical, tailored budget plans that reduce uncertainty and keep your business moving forward. At its core level, budgeting requires tracking five specific elements: income, expenses, savings, debt payments, and assets.
Our process includes:
- Cost analysis and supplier negotiation strategies.
- Revenue estimation and gross margin tracking.
- Cash flow projections aligned with industry trends.
- Realistic spending goals with regular progress reviews.
BOOKKEEPING SERVICES
Our bookkeeping services are designed to help our clients maintain accurate financial records, ensure compliance with relevant regulations and be tax ready.
Keep your books clean, organized and get on-time reports of your business each month so you can spend more time doing what is really important for you.
TAX PLANNING
Having an expert handle your taxes is an integral part of any successful business model. Understanding which legal structure better fits your business needs is one of the main factors to consider when designing your tax plan. The way you set up your business will affect how your business income will be taxed.
Our tax planning service ensures:
- Optimal use of international agreements.
- Legal and efficient tax strategies that reduce risks.
- Tailored structures that fit your business model and growth plan.
ESTATE PLANNING
Planning your legacy is a crucial step in mitigating the risks and uncertainties associated with the future distribution of your assets and wealth upon your death.
Estate planning ensures your assets are preserved, protected, and transferred efficiently to the next generation.
Key benefits of our estate planning approach:
- Long-term protection of family wealth.
- Tax advantages in inheritance and succession.
- Greater efficiency in business and financial structures.
- Asset protection against unstable jurisdictions or third-party claims.
OUR APPROACH
The best solution for you!
Get a service tailored to your specific needs
Just starting your business, and need to understand the basics?
If you are starting your business and don't have employees, this service will give you a full scope of your financial situation:
- Chart of accounts
- Income and Expense manual
- Management and system setup
- Monthly Bookkeeping & accounting
- Monthly Banking reconciliation based on your inputs
- Annual Financial Statement
- 2 hours by monthly expert consultant /additional hour $40
- Yearly Federal and State Tax Return
You can't be involved in the full operation of your business?
You understand that help from experts or knowledgeable staff is necessary for making business decisions. You have an innovative idea, but you need assistance with running the financial processes of your business.
- Dedicated bookkeeper
- Income and Expense manual /Chart of account design based in your business model
- Access from anywhere to our online accounting software –real time financial information
- Monthly Banking reconciliation based on your inputs
- Monthly Bookkeeping & accounting
- Annual Financial Statement
- Yearly Federal and State Tax Return
- Filing state and federal tax returns
- 2 hours by monthly expert consultant /additional hour $45
You need to determine the value of an investment, business or real estate property?
The value of an investment or real estate property can be determined using a comprehensive financial methodology. Make sure to understand the key factors for your investment valuation.
- Initial investment booking and depreciation table
- Income and Expense manual
- Management and system setup
- Monthly Bookkeeping & accounting
- Monthly Banking reconciliation based on your inputs
- Annual Financial Statement
- 2 hours by monthly expert consultant / additional hour $45
- Yearly Federal and State Tax Return
You are running your business with a small team but need financial support & advice?
Leave the accounting process in our hand and focus on making your operation effective.
- Dedicated bookkeeper
- Income and Expense manual – Chart of account design based in your business model
- Access from anywhere to our online accounting software –real time financial information
- Monthly Banking reconciliation based on your inputs
- Monthly Bookkeeping & accounting
- Annual Financial Statement
- Yearly Federal and State Tax Return
- Payroll setup
- Monthly Payroll Processing
- Filing of sales tax (if apply)
- Filing payroll, state and federal tax return
- 2 hours by monthly expert consultant
You need to understand your financial situation to execute an assertive plan?
We provide you with a realistic understanding of your company’s financial health and key insights that help you make better decisions and reduce associated risks.
- Monthly Management Report
- Monthly Management review, actual vs projected
- Budget analysis, tax structuring and consulting
- Financial Statement month-to-month comparison
- Yearly Budget Preparation
- Business KPIs development & follow up (Key Performance indicators)
- Payroll setup and management
- Annual Financial Statement Consolidation & Analysis
- Yearly Payroll, Federal and State Tax Return
Helping you to achieve your goals, is a plus.
Please feel free to contact us without any obligation.
¡Toma el control de tu futuro financiero y empieza a construir el éxito de tu empresa hoy mismo!
La contabilidad moderna ofrece a las empresas la información y las estrategias que necesitan para navegar por la incertidumbre y prosperar en un mercado competitivo.
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