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
  • Investment structure & cross-border asset 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.

Every engagement starts with a Discovery — a structured diagnostic powered by proven methodology and technology tools, designed to understand your business quickly and map the right path forward so we can get to work as soon as possible.