A boutique accounting and consulting firm dedicated to serving our clients and cultivating the next generation of high-caliber professionals.
About Us
Nexus CPA PR, LLC (“Nexus CPA”) is a professional services firm founded in 2022. Our partners, José Sierra, Juan Carlos Berríos and Gretell Báez, are Certified Public Accountants that bring over 20 years of financial experience.
Headquartered in Old San Juan, Nexus CPA PR LLC is the connection between clients and successful results. Our firm specializes in financial and insurance industries , from the idea of a new process or complex transaction to the final implementation considering key risks mitigation.
Whether you’re in a start up phase or you want to transform and innovate your financial processes, we will pivot your strategy and protect what you created, but we will also also help your organization it thrive in maximizing it with the right talent in the most efficient way. We bring extensive experience and hands-on style to every project/engagement and customize our support to your individual needs and concerns.
We will also support you thrive by strategically aligning the right talent in the most efficient manner
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A boutique accounting and consulting firm committed to serving our clients and contributing to our community by developing the next generation of high-caliber professionals.
Providers of sophisticated accounting and consulting services in Puerto Rico.
Our focus is to provide high-quality, value added, and unique services to our clients.
Nexus CPA’s technical expertise encompasses broad subjects such as:
Financial Statement and Other Reporting
Derivatives
Reinsurance
Technology and system Implementation (ERP, Financial Processes, Business Analysis, Integration, Change Management)
Mergers and Acquisitions
Enterprise Risk Management
Asset/Liability Management
Cash Management
Complex Accounting Matters
Credit Risk Assessments
Corporate Governance
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To provide professional services of the utmost quality. To help our clients and our team members in cultivating long-term success. To build an environment that encourages development, growth, respect, integrity, dignity, and collaboration. To provide a development path to the next generation of accounting and finance professionals in Puerto Rico.
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To be the best as financial technical knowledge advisors. It includes an important connection between clients and successful results and at the same time be mentors to the next wave (generation) of high-performing accounting and consulting professionals.
Our Values
Brilliant Client Service: The genuine interest in serving our clients through our vast experience and the development of our colleagues to create shared success
Business Focus: A commitment to improving efficiency and driving business value for our clients
Entrepreneurial Spirit: Being innovative, consistently looking for innovative ideas, and taking chances
Professionalism: Engaging in all dealings with clients and colleagues in a positive and professional manner
Differentiated Performance: Setting the standard for team performance through actions and results
Ethics and Integrity: Doing the right thing, making sound judgements, and communicating honestly with clients and colleagues
Teamwork: The commitment to do your part to assist others and help your team achieve a common goal
Initiative: Proactively seeking out opportunities to positively impact the individual, firm, and client.
Our Services
Nexus CPA offers a wide variety of services to its clients. Below is a summary of key services provided:
Financial statement preparation, including notes and supporting schedules
Serve as liaison with external auditors and regulators
Design of accounting policies and procedures
Evaluation of internal control gaps
Complex analyses, accounting guidance and support
Preparation of business plan, financial forecasts, budgets, and cash flows statements
Risk Assessments including Credit Risk Reviews
Virtual C-Suite Support
Audit Support and Finance
Department Scaling
Serve as liaison with external auditors, regulators, actuaries and other specialists
Perform complex analyses, accounting guidance and support
Preparation of business plan, financial forecasts, budgets, and cash flows
Risk Management and
C-Suite Day to Day Support
Provide expertise and resources for Enterprise Risk Management/Credit and Operational Risks
Compliance/Technology - Pre-Implementation Readiness and Post-Implementation Check-In
Project Deployment including Change Management PMO
Virtual C-Suite
Corporate
Governance
Advise in Corporate Governance Structures and the design and implementation of finance/accounting policies and procedures. and internal controls. Your Company must adapt quickly. We strive to anticipate these changes so you can focus more on creating success.
