Carlo Valdez, CPA, CMA

Cebu IT Park, Cebu City

4.8 (16 reviews)

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About

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

TaxationManagement AccountingFinancial Advisory

Services offered

Cash Flow Optimization & Financial Runway Advisory

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

60 minutes

₱ 3,500

Book

Startup Financial Model & Valuation Review

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

120 minutes

₱ 7,000

Book

Fractional CFO Monthly Advisory Retainer

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

180 minutes

₱ 15,000

Book

Experience & credentials

Experience

Founder & Managing Director
Valdez Advisory & Financial Strategies · Cebu City
Current role
Advisory Manager
KPMG Philippines (R.G. Manabat & Co.) · Makati City

Education

BS Accountancy (Magna Cum Laude)
University of San Carlos · Accountancy & Finance

Reviews

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