About Us
00Years
Experience
- We design and maintain network systems, provide system utility recommendations, and help you choose the best software for your business.
- We evaluate business-critical systems and configure them for maximum reliability and efficiency.
- We also specialize in installing security, backup, and fail-over systems to minimize downtime.
About Company
Taking IT to Another Level
finanxial IT is a multidisciplinary consulting firm serving Puerto Rico, the Caribbean, and Latin America Our team offers over 22 years of expertise in technology consulting, technology strategies, technology infrastructure, managed services, and proactive support. Our mission is to deliver solutions, not products.
IT Consultant
Smarter Solutions
IT Specialist
Faster Solutions
About US
Leaders in Law Firm Technologies Since 1996
finanxial IT has provided lawyers, law firms, and many other types of businesses with the best practices and industry-specific technology solutions. When you outsource your IT service needs with finanxial IT, we partner with you to guide you in choosing & implementing the best IT solutions for your business.
Our team understands your hardware and network infrastructure and how to optimize and best leverage your software applications.
Our Mission
Our mission is to enhance our clients’ technological capabilities through comprehensive and personalized solutions that ensure the efficiency, security, and scalability of their information systems. We commit to being a strategic partner that brings innovation and added value, ensuring that each technological solution perfectly fits each organization’s unique needs.
Values
- Integrity: We must act honestly and transparently in all our interactions and decisions. Innovation: We must foster a creative environment that allows us to offer cutting-edge and effective solutions.
- Commitment to the Customer: Placing our customers at the center of our strategy, offering personalized service and effective responses to their needs.
- Excellence: Striving for excellence in every project, ensuring quality and continuous improvement in our processes and results.
- Collaboration: Valuing teamwork within our company and with our partners and clients, creating synergies that allow us to achieve common goals.
Our Vision
To be recognized as leaders in the IT solutions market in Puerto Rico, the Caribbean, and Latin America, distinguishing ourselves by our ability to anticipate and adapt to changing technological needs. We aspire to be a cornerstone in our client’s business development through advanced technologies and exceptional customer service that drives their growth and sustained success.
Your business is unique, so are your IT needs
We have never just created a custom software solution and walked away. After delivering the final product to our client and installing the software, we continue to work with our clients to answer questions and lend support.
- We place a high premium on personal attention, client servicing, and time and cost efficiency.
- Our personalized service and tailored solutions set us apart from other IT consulting companies.
- finanxial IT will work closely with you to create a plan to ensure your network scales with the growth of your organization.
Leading IT Services in Puerto Rico
Information is the backbone of your office. You and your clients count on it to be there when you need it.
However, information management and client support have become increasingly complex over the years, and your choices to deal with that complexity bring constantly evolving technical, budgetary, and staffing challenges.
- With the 'latest technologies' being announced almost daily, keeping up to date with the constantly evolving IT world can be extremely difficult for all but the most dedicated IT professionals.
- Outsourcing IT support to experts you can trust and rely on for companies without internal expertise saves significant time and expense and increases productivity.
Full-service finanxial hub, endless possibilities
Holistic investment advisory and fiduciary services to help accelerate your growth. Let us understand your wants and needs. Then, we will address what matters most to you.
- Investment & Asset Management
- Financial Planning
- Risk Targeted Portfolio
- Construction and Monitoring
- Advisory Services
- Tax Efficient Portfolio Management
- Investment Monitoring and Rebalance
- Inheritance Support
- Brokerage Services
- Stocks
- ADR’s
- Mutual Funds / ETFs
- Fixed and Variable Annuities
- Money Market
- Municipal Bonds
- Certificates of Deposit
- Corporate Bonds
- Term and Universal Insurance
- Philanthropic Planning
- Government Bonds
- Individual Retirement Accounts (IRA’s)
- Retirement Plans
- Retirement Planning
- Design Employer-Sponsored Benefit Plan
- Fiduciary Investment Advisors and Consultants
- 401(k)/1081.01 and 403(b) Employee Retirement Plans
- Cash Balance /Defined Benefit Plans
- Non-qualified Deferred Compensation Arrangement
- IRAs
- Retirement Plan Tax Efficient Distributions
- Defined Benefit Plans
- Non-qualified Deferred Compensation Arrangement
- IRAs
- Retirement Plan tax efficient distributions
- 403B Retirement Planning
Fully integrated tax services to help maximize opportunities and help you achieve your goals. Our tax strategists will proactively plan to identify tax savings and ensure your compliance.
- Compliance
- Puerto Rico, US States and Federal Income Taxes for Individuals, Corporations, Trust, Retirements Plans
- Tax Exempt business (Law 20 & 22)
- Gift and estate tax
- Planning & Consulting
- Income Tax Planning
- Estate Tax Planning
- Tax Credits and Incentives Decrees
- Retirement Plans as tax savings vehicles
- Business Establishments
- Permits and Registrations
- Other Preparation & Processing
- Municipal and Property Taxes
- Payroll Related Tax Returns and Declarations
- Sales and Use Tax (IVU)
- Credits and Incentives
- Retirement Plans (5500 & SC6042)
- Other Tax Forms & Requirements
- Annual reports
- Agreed Upon Procedures, including Law 163 report
- Management
- Tax Notifications, Audit and Examinations,
- Appeals and Collections
- Filing and payment processing
- Research
- Puerto Rico and Federal Tax research based on Law and Regulations
Reliable support for all complex accounting and payroll processing processes. Address your day-to-day business accounting and payroll processing challenges with the support of our group of expert professionals.
- Accounting
- Offsite Accounting Revision
- Bank Reconciliations
- Adjustments
- Reporting
- Outsourcing (Temporary and Ongoing)
- Customer Invoicing
- Accounts Payable Cycle
- Credit Card Management
- Budget Monitoring
- Bank Reconciliations
- Adjustments
- Reporting
- Record keeping
- Design Accounting Standard Operating Procedures Guidelines and Manuals
- Design Internal Control Systems Guidelines and Manuals
- Offsite Accounting Revision
- Payroll Processing
- Automatic Payroll Payments, Deductions and Fillings
- Direct Deposit
- Compliance and Reporting
Data-driven audits you can trust to help you chart a path forward. Our audit experts transform numbers into reliable, actionable data to help you identify and address current and future challenges.
- Audits
- Financial and Compliance
- Employee Benefit Plans
- Agreed Upon Procedures
- Attestation Services
- Compilations
- Fraud Detection
- Due Diligence
- Forensic
- Internal Control Systems
- Design
- Tests
- Outsourcing
Custom management and consulting strategies that work for you. Our financial management consulting services focus on helping your organization prioritize and execute strategic projects that can potentially deliver greater business value and efficiencies.
- Managerial Consulting
- Strategy
- Business Plans
- Forecasts and Estimates
- Mergers and Acquisitions
- Liquidations/Closeouts
- Business Valuations
- Operations
- Cost Analysis
- Budget
- Break-Even Point Analysis
- Comprehensive Compensation
- Packages Design
- Buyout Agreements
- Business Registry
- Retirement Plans
- Retirement Planning
- Design Employer-Sponsored Benefit Plan
- Retirement Plan Consulting and Management
- 401(k)/1081.01 and 403 (b) Employee Retirement Plans
- Cash Balance /Defined Benefit Plans
- Non-qualified Deferred Compensation Arrangement
- IRAs
- Strategy
Tailored group & individual insurance. Our highly qualified staff helps you avoid gaps and protect everything you’ve worked so hard to attain.
- Group & Individual Insurance
- Life
- Disability
- Health
- Long Term Care
- Cyber Liability
- Other Insurance Services
- Business Succession Planning
- Cross Purchase Buy/Sell Agreements
- Entity Purchases Buy/Sell Agreements
- Individual Retirement Accounts (IRA’s)
- Business Succession Planning
- + (787) 758-8234
- info@finanxial.com
- 121 De Diego Avenue Urb. San Francisco, San Juan, Puerto Rico 00926