Accounting and Financial Operations
Keep everyday accounting organized with support for reconciliations, invoicing, payables, receivables and financial reporting.
Explore this serviceCFO, CAO and Controller Services
Clear financial insight.
Stronger business
operations.
I help businesses strengthen financial leadership, organize their accounting and build systems that support better decisions. From CFO and CAO support to Controller services and hands-on accounting operations, we can define the level of support your business needs.
San Jose, Costa Rica | Miramar, Florida.
Fluent in English and Spanish.
Fluent in English and Spanish.
Ann-Marie PuigFinance Leadership and Business Consulting
How I can help
Practical support for your business
CFO Services
Connect financial planning, cash flow and business performance with the decisions that shape your business.
Explore this serviceCAO Services
Strengthen accounting leadership, policies, reporting processes and the organization of your accounting function.
Explore this serviceController Services
Bring structure to month-end close, reconciliations, financial statements and day-to-day accounting oversight.
Explore this serviceAccounting Systems and Automation
Choose and implement accounting tools, connect applications and reduce repetitive data entry.
Explore this serviceStartup and Business Consulting
Establish the accounting processes, systems and responsibilities your business needs from the beginning.
Explore this serviceA business that’s growing
Is your accounting keeping up with your business?
As a business grows, its accounting processes need to grow with it. You may need support if:
Together, we can identify where the gaps are and decide which changes will make the greatest difference.
- Financial reports arrive too late to guide decisions.
- Reconciliations or month-end tasks keep falling behind.
- Your team repeats the same manual work across several systems.
- Responsibilities and approval processes are unclear.
- You need to set up accounting for a new business or reorganize an existing department.
A personal approach
Meet Ann-Marie
I bring a hands-on approach to accounting and business consulting, with a focus on accuracy, responsibility and attention to detail. I work with business owners and their teams to understand how their accounting functions today and what needs to change as the business develops.
Fluent in English and Spanish, I value clear communication and practical solutions that people can use in their daily work.
More About Ann-MarieHow we work
A clear starting point
01
Understand your business
We discuss your priorities, current processes and the areas where you need support.
02
Define the scope
We identify the work required and agree on responsibilities, deliverables and a practical approach.
03
Put the plan into practice
I support the agreed project or ongoing work, with clear communication about progress and next steps.
Professional recommendations
What people say about working with me
“I had the pleasure of working under Ann’s wing for several years and I’ve yet to encounter a more responsible and hardworking professional. She is always accurate and reliable; tough but always there to extend a helping hand to her staff.”
Roy Ramírez HidalgoEntrepreneur
Read More RecommendationsInsights
Practical insights for business owners
Explore ideas for improving financial reporting, accounting processes and the systems behind your business.
Is Your Accounting Keeping Up With Your Business?
Five signs that your accounting processes may need attention as your business grows.
Read ArticleBefore You Change Accounting Software
Review your processes, data and reporting needs before choosing a new accounting platform.
Read ArticleMake Month End Reporting More Useful
A clear reporting routine helps business owners understand what changed and what deserves attention.
Read ArticleLet’s talk about what your business needs
Tell me where your accounting or financial processes need attention. We can discuss the support that fits your business and priorities.
Book a Consultation