Expert financial guidance — budgeting, costing, cash flow, and project selection — tailored for small and medium businesses ready to grow with confidence.
Each engagement is tailored to your company's size, sector, and strategic goals — practical tools your team can own long after we're done.
Transform your financial ambitions into a disciplined, actionable plan.
Understand exactly where your money goes.
Cash is the lifeblood of every SMB.
Invest in projects that actually create value.
Turn raw accounting data into management intelligence.
Underpricing is one of the costliest SMB mistakes.
With experience across four countries, I help SMBs manage complexity with confidence.
Not all projects deserve your capital and time.
The result: more transparent investment conversations.
Born in Argentina, I built my financial career across four countries — Canada, Colombia, and now the United States.
I work exclusively with small and medium businesses because that's where financial expertise creates the most leverage.
I advise in Spanish, English, and French.
From management accounting fundamentals to advanced financial modelling.
Having worked across four different environments, I help SMBs navigate complexity.
Every deliverable is built to be owned and used by your team.
Engagements are structured to deliver usable tools within weeks, not months.
A structured, four-step engagement that respects your time.
We explore your current financial setup, pain points, and goals.
I analyze your existing financial data to identify gaps and quick wins.
We co-build the frameworks calibrated to your business.
Your team takes ownership with full documentation and optional ongoing support.
No long commitments, no confusing scope. Pick the package that matches where you are right now.
A focused financial health check that reveals exactly where your money is going.
We build the core financial tools your business needs to make confident decisions.
Your part-time finance director. I stay close to your numbers every month.
All engagements begin with a free 30-minute discovery call. Services available in English, Spanish & French.
Book a free 30-minute discovery call — no pitch, no commitment. Just clarity.
or reach out directly at jesica@lumisadvisory.pro
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