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One firm that combines legal, financial, tax, and technology expertise. From entity formation and tax advisory to federal grants and AI-powered operations. Stop managing multiple providers. Start managing your growth.
Behind every great organization, there’s a foundation someone took the time to build right.
Entity formation, contracts, corporate governance, risk assessments, strategic roadmaps, compliance tracking, PR tax decrees (Act 60, Act 14, Act 73), and third-party provider oversight.
CFO-level leadership, tax advisory, and independent oversight of your external providers — so you never have to wonder if it’s being done right.
Application, Management & Governance
We offer comprehensive, strategic services for federal and public fund management, tailored to each organization’s stage and needs.
Strategic identification of federal funding opportunities and professional application preparation with AI-powered eligibility analysis and success probability scoring.
Ideal for
Organizations seeking federal funding for the first time or looking to improve approval rates.
Complete administration, regulatory compliance, and audit preparation for approved federal funding. Internal controls, expense monitoring, and reporting.
Ideal for
Organizations that have received federal funds and need professional, compliant resource management.
Strategic and operational support for public entities that administer or distribute federal funds. Process evaluation, compliance strengthening, and team training.
Ideal for
Municipalities, state departments, and government agencies responsible for federal fund administration.
Integrated Intelligent Technology
Across all three verticals, we leverage our proprietary AI-powered CRM for predictive analytics, workflow automation, real-time dashboards, and early risk detection — always under strict governance and human oversight.
Process optimization, workflow redesign, automation, dashboards, and AI-powered systems — with strong governance.
We also deliver tailored services beyond what's listed here. If you have a unique challenge or aren't sure where to start — let's talk.
Schedule a CallLegal and financial expertise under one roof. Structure, contracts, tax, and compliance — handled by one team instead of coordinating between two firms.
Forged in international firms across EMEA, APAC, and the Americas — serving multinational operations and cross-border compliance. That global standard is now applied to every client we serve.
A team trained at PwC and Deloitte, but you work directly with the founding partner — no layers, no juniors, no distance.
We sit between you and your external accountants, lawyers, and vendors — reviewing their work and making sure everything is accurate and compliant.
From entity formation and PR tax decrees to federal grant management and audit defense — you never outgrow us.
AI agents that read documents, summarize findings, track deadlines, and optimize compliance workflows. Custom CRMs and dashboards built in-house — systems designed for your operation.
CPA, Esq. — Founder & Managing Principal
FounderDual-licensed CPA and Attorney with 12+ years leading legal, financial, and regulatory governance across Big Four advisory, international law, private banking, and multinational operations. Gabriela leads every engagement and remains your primary point of contact.
Learn more about GabrielaAI Systems Architect & Technology Innovation Expert
Scalable systems, dashboards, workflow automation, and technology-embedded controls.
CPA, Big Four Audit & Risk
Audit defense, internal controls design, risk assessment, and financial rigor.
Loreana González-Lazzarini, CPA
Grant Management & Compliance
Certified Public Accountant with 19 years of experience in financial auditing, audit readiness, and grants management for federally funded programs, particularly in disaster recovery.
Learn more about LoreanaData Analytics Specialist
Senior Consultant with Big Four experience at PwC and Deloitte. Expert in data analytics, dynamic dashboards, automated reporting tools, and intelligent systems for compliance monitoring, risk assessment, and federal funds management.
Learn more about MaríaEnterprise-grade AI assistants operate continuously — document proofreading, deadline tracking, compliance cross-checks, and process optimization. The AI never replaces human judgment — it amplifies it.
1 hour — Let's assess your situation
