Expert Financial Services for the Modern Entrepreneur





Dedicated Advisors You Can Trust

At Condesa Financial Group, we understand the challenges facing SMEs and startups in the modern business landscape. Our firm prides itself in our ability to take ownership of diverse financial functions while developing trusting relationships with our clients. We excel in translating complex financial problems into easily understandable solutions and making our clients feel comfortable.

Our financial services offerings enhance financial clarity, optimize operations, and support informed decision-making. By combining on-shore and near-shore teams, we deliver world-class results for US-based or international clients at highly competitive rates.

Financial
Management

Condesa’s Leadership Team handles the complex deliverables and execution needed to keep your current business aligned with growth plans and operational targets.

Fractional CFO

Finance and accounting executive leadership without the expense of a full-time CFO.

Financial Planning & Analysis

Managerial insights derived from existing operations and/or forward-looking financials.

  • Forecasting
  • Budget-to-Actual
  • Cash Flow

Financial Modeling

Comprehensive analysis of investments and returns related to transactions.

  • Financing Rounds
  • Business Acquisitions
  • Real Estate

Accounting
Services

Condesa’s on-shore and near-shore teams help businesses maintain accurate financial records, optimize tax & compliance strategies, and ensure business continuity.

Accounting & Bookkeeping

Proper management of day-to-day financial transactions and related operations.

Accounting Systems

Implementation of optimal accounting systems and processes to match business needs.

  • Setup: New businesses or conversion from spreadsheets
  • Conversion: Migration into a new accounting system

Historical Cleanup

Fixing company financials to ensure accuracy, transparency and compliance.

Augmented Headcount

Outsourced staffing solutions for accounting and finance teams.


Advisory
Services

Condesa’s Leadership Team has the capability to oversee and/or execute complex operations on behalf of our clients.

Tax & Legal Structuring

Research and implementation of optimal legal structures to minimize tax obligations and legal risk exposure.

Transfer Pricing

Compliance protocols enabling international organizations to price their products and services according to local laws and regulations.

Business Development

Deliverables, communication and execution necessary to raise funds, expand existing operations or launch new businesses.

Accounting Advisory and FP&A for a Registered Investment Advisor and Broker-Dealer

"I’ve had the pleasure of working with Andrew and the Condesa team over the past six months, and it’s been an outstanding experience. They bring a high level of professionalism, deep expertise in accounting, and a genuine dedication to supporting their clients. The team is not only highly knowledgeable, but also responsive, efficient, and easy to work with. I highly recommend Condesa to anyone looking for reliable and insightful accounting support."

– John Mulqueen, Co-Founder

Do you have questions or need expert financial guidance?

At Condesa Financial Group, we take the time to get to know our clients and understand the specific needs of their business. If you are interested in how we can help you, please fill out the contact form below and we will redirect you to schedule a free consultation.