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Our Team

Financial Consulting Specialists

Marilena Nistor

Senior Budget Planning Consultant

12 years experience

Marilena coordinates the development of annual budgets for SMEs in trade and services. She has completed over 80 financial plans that reduced operational costs by an average of 15%.

Reduced non-recoverable expenses by 22% for a client in the logistics sector.

Leontina Nicolescu

Financial Reporting and Compliance Expert

9 years experience

Leontina handles the preparation of annual financial statements and tax returns for clients in manufacturing and construction. She has detailed knowledge of legal deadlines and changes to the tax code.

Ensured timely compliance for 45 companies over the last three years.

Eng. Ilarion Luca

Financial Analyst and Tax Optimization Specialist

14 years experience

Ilarion analyzes cost structures and proposes tax efficiency solutions tailored to each business profile. He has worked with companies in IT, agriculture, and wholesale trade.

Reduced the tax burden by 18% for a client in the technology sector by choosing the appropriate tax regime.

Florea Sandu

Chief Accountant and Quarterly Reporting Officer

11 years experience

Florea manages current accounting and quarterly reporting for SMEs with turnovers between 50,000 and 2 million euros. He prepares documentation for audits and ANAF inspections.

Completed six tax audits without observations for clients in the services sector.

Company Evolution

From the First Projects to a National Network

Each stage was built on concrete decisions and measurable results.

In 2015, the team started with three clients from the retail sector, offering basic accounting and monthly reporting services. After two years of operation, the portfolio grew to 25 SMEs, and in 2018 the first regional office was opened in Cluj-Napoca. The decision to standardize internal processes reduced the time for preparing financial statements by 40%.

In 2021, the company launched an internal cash flow audit program, which helped clients identify savings of up to 15% in operational costs. Currently, the team serves over 120 businesses from various fields, and the client retention rate exceeds 90%.

120+Active Clients
40%Reporting Time Reduction
90%Annual Retention

Overview

Financial and Accounting Consultant for SMEs

We offer budget planning, financial reporting, and tax strategy services tailored to the needs of small and medium-sized enterprises in Romania. Our approach is strictly professional, neutral, and focused on legal compliance.

Rigorous Budget Planning

We build annual and quarterly budgets based on your business's actual data. We estimate revenues, allocate fixed and variable costs, and include seasonal adjustments. The result is a management tool that reduces the risk of errors and supports operational decisions.

Customized budgets based on financial history

Compliant Financial Reporting

We prepare the balance sheet, profit and loss account, and cash flow statement in accordance with ANAF regulations. We meet legal filing deadlines and ensure complete documentation for each reporting period.

Monthly, quarterly, and annual financial reports

Legal Tax Optimization

We analyze the appropriate tax regime for micro-enterprises or corporate income tax, identify deductions for investments and professional training expenses. The goal is to reduce the tax burden without violating current legislation.

Tax strategies tailored to each type of business
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