Carlo Valdez, CPA, CMA

Cebu IT Park, Cebu City

★ 4.8 · 16 verified reviews

Identity Verified

PRC Licensed AccountantProfile Vetted

About & Background

Certified Management Accountant helping SMEs and tech startups with financial modeling, cash flow turnaround, unit economics optimization, and fractional CFO advisory.

Services & Consultation Rates

3 services listed

Cash Flow Optimization & Financial Runway Advisory

Review of burn rate, revenue forecasting, working capital optimization, and liquidity risk.

₱ 3,50060 min session

Startup Financial Model & Valuation Review

3-statement financial modeling for investor pitch decks and pre-seed/seed funding rounds.

₱ 7,000120 min session

Fractional CFO Monthly Advisory Retainer

Monthly strategic financial oversight, executive KPI reviews, and tax optimization.

₱ 15,000180 min session

Credentials, Education & Experience

Education

BS Accountancy (Magna Cum Laude)

University of San Carlos · Accountancy & Finance

Experience

Founder & Managing Director

Valdez Advisory & Financial Strategies · Cebu City

Advisory Manager

KPMG Philippines (R.G. Manabat & Co.) · Makati City

Verified reviews

16 total

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