Strategic advisory and fractional leadership for businesses and global founders
Business and tax advisory — including U.S. expats living abroad — paired with fractional CFO and COO services and practical business training to help you grow with clarity and confidence.
A trusted advisor for businesses, founders, and globally mobile professionals.
Raquel combines a decade of advisory experience with the operational depth of a CFO and COO and the practical perspective of a business educator. She works with companies, founders, and U.S. expats abroad to strengthen finances, sharpen operations, and build the skills their teams need to scale.
Read her storyThree pillars of practical support
Advisory, fractional leadership, and training — designed to work together or independently, depending on what your business needs.
Business & Tax Advisory
Strategic guidance for businesses and individuals — including U.S. citizens and expats living abroad navigating cross-border obligations.
- Entity structuring & multi-jurisdiction planning
- Expat tax strategy: FEIE, FTC, FBAR, FATCA, treaties
- IRS representation & compliance remediation
- Year-round tax planning aligned to your goals
Fractional CFO & COO
Senior financial and operational leadership without the full-time hire — embedded in your team to drive clarity, controls, and growth.
- Cash flow, forecasting & financial modeling
- Operations design, KPIs & systems implementation
- Investor reporting & board-ready financials
- Scaling roadmaps for founders and SMBs
Business Training
Practical training programs that equip founders, teams, and finance professionals with the skills to run smarter, more compliant businesses.
- Workshops for founders & leadership teams
- Tax & accounting fundamentals for non-finance roles
- Process & operations training for scaling teams
- Custom corporate programs, virtual or in-person
Credentialed, embedded, and built around you
IRS Enrolled Agent
Federally authorized to represent taxpayers before the IRS in all 50 states and abroad.
Executive-Level Depth
CFO and COO experience that turns advisory into measurable financial and operational outcomes.
Educator's Clarity
Complex tax and business concepts explained so your team can act on them — not just nod along.
A clear path from complexity to confidence
Schedule Consultation
Book a virtual session at a time that works across your time zone.
Review Your Situation
We assess your business, finances, and goals in detail.
Build Your Strategy
A clear, written roadmap tailored to your operation and lifestyle.
Ongoing Support
Year-round guidance so nothing slips through the cracks.
Ready for advisory you can actually rely on?
Book a virtual consultation with Raquel and walk away with clarity.