Sophie completed a Master’s degree in “Audit” from the Barcelona Business School of Management (UPF) and in “Finance” from EDC Paris. She also hold the US CPA license.
Sophie started her career working in audit with PWC in Barcelona. In April 2014, she decided to move to the US and joined Jade FIDUCIAL as an intern.
She was promoted to manager after three years and developed since then a strong experience in servicing companies and individuals on their cross-border issues in terms of tax and accounting.
Sophie is currently General Manager at the Miami Office.
We at Jade Fiducial Miami understand the meaning of hard work.
We’re an advisor and back-office service provider to your business. Our services include financial management and recordkeeping, tax planning and preparation, payroll processing & periodic business reviews. We’ll prepare everything you will need to make the best business decisions and operate most efficiently.
-Insight and advice from an attorney on choice of entity
-Assistance on visa application in coordination with immigration lawyers
-Implementation of bookkeeping procedures and records; staff training on the use of an adequate software, monitoring of A/P and A/R, bank reconciliations
-Payroll implementation and management
-Preparation of tax returns
-Cash flow budget review, implementation of dashboards
-Comments on the state of your activity based on the financial statements, highlighting of the areas for improvement
-Company domiciliation, complimentary provision of a permanent address
-Reception and rerouting of your mail
Management of all your tax returns
Formulation of tax credit claims
Year-round reliable guidance on your tax issues, on how to minimize your overall tax liability and follow-up your tax payments
Individual tax planning and optimization of your personal tax situation
Insight and advice on the optimization of your personal social situation (tax free compulsory and supplementary retirement in the USA and in your country of origin, life insurance, tax exempt savings related to children’s education)