Advice You Can Trust

Advice You Can Trust

Advice You Can TrustAdvice You Can TrustAdvice You Can Trust

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Our Services

Count on us to provide support with:

·  Personal and Corporate Tax filings

·  Payroll and Sales Tax Reporting

Additionally, we:

·  Handle full-cycle monthly closing of accounting records, including creating closing procedures and internal financial reporting 

·  Manage payroll processing and reporting

·  Prepare budget models, based on information provided, and provide corresponding quarterly variance analysis

·  Create and issue Annual & Quarterly (10K, 10Q) Filings with SEC, OTC and CSE

·  Control management of supplier and customer invoices

·  Evaluate tax planning analysis resulting in potential efficient tax strategies

About US

Hello, my name is Juan Carlos Morales (my friends and colleagues call me “JC”), and I am a Florida CPA with a Bachelors and Masters of Accounting and +20 years of private and public experience in finance and accounting. Throughout my +20 years I have developed an expertise the following areas: domestic and international accounting and consolidations, financial reporting, internal controls, financial modeling, budgets, strategic growth plans, implementing cost savings, negotiating contracts, cash flow management, and managing shared services…all with significant experience in the Latin American market. In 2018 I founded Advisio Partners, LLC (“Advisio”).

Advisio is a management consulting firm based in that helps clients solve accounting, finance, tax and operational challenges. With +20 years of practical strategic and hands-on experience, Advisio helps with all areas of accounting from closing the books to external financial reporting and audit prep; from processing payroll to preparing budgets; from timely tax filing to forward-looking comprehensive tax planning. 


Contact Us

Drop us a line!

Advisio Partners, LLC +1.917.376.0786