A boutique accounting and consulting firm dedicated to serving our clients and cultivating the next generation of high-caliber professionals.
Juan Berrios
Juan Carlos Berríos has over 23 years of public accounting experience, providing audit and advisory services to private companies, including over 16 years with a big four firm. Juan Carlos has served multiple industries throughout his career, including insurance, manufacturing, hotels and casinos, advertising, automotive, retail, and non-profit organizations. Strengths include financial statements preparation, financial analysis, forecast and budgeting, general accounting guidance, preparation of accounting schedules and internal and external reporting.
Relevant
Experience
Consulting services to life insurance companies
Audit and consulting services of property and casualty insurance entities
Design and implementation of accounting policies, internal controls, and compliance with policies and procedures
Preparation of financial statements in U.S. GAAP-basis and Statutory-basis (NAIC Accounting Practices and Procedures Manual-basis)
Representative
Clients
Trans-Oceanic Life Insurance Company
Antilles Insurance Company
SIMED
Universal Life Insurance Company
Clear Blue Insurance Group
Caribe Girl Scouts Council
Museo de Arte Contemporáneo de Puerto Rico.
Alianza de Museos de Puerto Rico
VML Puerto Rico, Inc.
Group M Puerto Rico, Inc.
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Puerto Rico CPA Society (CCPA)
Meet the Team
José Sierra
Gretell Báez
Juan Berríos
Pedro Esparra
Ambar Cordero
Tiffany Albaladejo
Roberto Rodriguez
Boutique Firm - Local Expertise - Global Standards
Services
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.
