Orlando, FL — Financial Consulting

Big-company discipline.
Small-business reality.

Fractional CFO · Process & Operations · Tax Consulting

+20
Years of combined financial experience
+10
Years at Big 4 — multinational-level expertise
4
Service pillars — one trusted partner

Who we are

Big-company discipline.
Small-business reality.

Metrik Advisory was founded by Renata and Sergio, a Brazilian duo based in Orlando. Together, they bring over 20 years of combined experience in corporate finance, tax consulting, and business management — across multinational companies and their own business ventures.

Metrik has a deep specialization in serving Brazilian businesses navigating the US market — but their work is not limited to it. Whether your company is Brazilian, American, or operating across both countries, they bring the same rigor, clarity, and commitment to every engagement.

R
Renata Rosche Co-Founder · Corporate Finance & Tax · Six Sigma Green Belt · QuickBooks ProAdvisor · Processes & Operations
S
Sergio Marcondes Co-Founder · 10+ Years at Big 4 · Senior Tax Manager · Controller · FGV & Saint Paul Business School
Business owners for 10+ years We know what it's like to be on the other side of the spreadsheet.

What we do

Four pillars.
One trusted partner.

Whether you need strategic financial leadership, back-office structure, process efficiency, or tax guidance — Metrik has you covered.

01

Fractional CFO

Senior financial leadership on demand — P&L management, cash flow, forecasting, and strategic decision-making without the full-time cost.

  • P&L management & financial reporting
  • Cash flow forecasting & budgeting
  • QuickBooks setup & management
  • Strategic financial advisory
02

Backoffice & BPO

Structured back-office operations so you can focus on growing your business while we handle the financial and administrative engine.

  • Accounts payable & receivable
  • Financial reconciliation
  • Payroll support
  • Financial reporting & KPIs
03

Process & Operations

Analyzing, structuring, and improving internal processes to increase efficiency, reduce waste, and help your business scale with control.

  • Process mapping & analysis
  • Six Sigma-based improvement
  • ClickUp implementation
  • SOP creation & documentation
04

Tax Consulting

Expert guidance on tax matters for businesses operating in the US — including cross-border tax planning and Brazilian tax obligations.

  • Cross-border tax planning
  • Brazilian tax obligations for US residents
  • Foreign asset reporting
  • IUL & investment structure analysis

Why Metrik

A partner who understands your world.

We understand the unique challenges of running a business — whether that means navigating two countries, two tax systems, or simply getting your financials under control.

🎯

Brazilian market specialists

We have a deep specialization in serving Brazilian businesses in the US — without being limited to it. We understand both systems, both cultures, and the bridge between them.

🏢

Multinational-level expertise

With over 10 years at a Big 4 firm and senior roles in global companies, our team brings corporate-grade rigor to every engagement — regardless of your company's size.

🏪

Owner's perspective

We've run our own businesses for over a decade. We know what it's like to be on the other side of the spreadsheet — and that shapes everything we do.

Get in touch

Let's talk about your business.

We start every engagement with a Discovery conversation — a focused 30-day analysis to understand your business and map the right path forward. No long-term commitment required.