Our Services

Practical systems. Clear resposibilities. Better visibility.

Consulting and implementation support for established businesses in Puerto Rico. Each engagement is scoped around your operation, priorities, and available information.

Operational Assessment

01 / Diagnosis

Get a structured view of how your business operates before deciding what to change. We review selected workflows, records, responsibilities, and controls.

Your assessment may include:

Interviews and workflow reviews.

Reviews of purchasing, invoicing, receivables, cash-handling procedures, or inventory records.

Documented operational gaps and control weaknesses.

A prioritized action plan with recommended next steps.

A separately scoped, paid engagement. Physical verification and specialist services are defined in the proposal when needed.

Implementation may include:

Standard operating procedures and document organization.

Defined roles, approval steps, and exception handling.

Workflow setup using Microsoft 365, Google Workspace, or your CRM.

Team training and implementation follow-up.

Project scope, milestones, and client responsibilities are agreed before work begins.

Process Improvement & Internal Controls

02/ Implementation

Turn findings into procedures your team can use. We help implement agreed changes and train the people responsible for carrying them out.

Ongoing Advisory & Financial Visibility

03/ Continuity

Keep priorities moving and stay informed about business performance through recurring reviews and defined operational support.

Support may include:

Management reporting, budgets, and cash-flow reviews based on available records.

Follow-up on invoicing and accounts receivable.

Supplier payment coordination, subject to client's approval.

Reviews of indicators, process adherence, and outstanding actions.

Monthly support is tailored to complexity and workload. Initial assessments and implementation projects are scoped separately.

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