The Team
Edson Monteiro - EA and Accountant
Master’s degree in Business Management, Coimbra Business School, July 2015. Bachelor’s degree in Accounting and Administration – Taxation, June 2013.
Enrolled Agent (US), Accountant, Certified Accountant in Portugal, a QuickBooks Advanced ProAdvisor Online and QuickBooks ProAdvisor Payroll. Life, Property and Causality Producer Agent.
In 2023, Monteiro opened his business Consulting company to help small businesses thrive with personalized consultation services plan.
Prior starting his company, Monteiro had more than 5 years of experience in Business Management Consulting, Accounting, Tax Preparation, and Financial Management.
Patricia Monteiro, Financial Analyst
Bachelor's degree in Management with Concentration in Finance from Bay State College, Boston, Massachusetts.
Experienced financial analyst with over 2 years of experience in financial planning and analysis in a billion-dollar company.
Skilled in data analysis, developing and maintaining financial models to support business decision making, and preparing and presenting audit results to senior management, resulting in the implementation of new policies and procedures that have improved overall compliance.
As a Correia & Monteiro Consulting co-founder and Financial Analyst, Patricia Monteiro aims to help small businesses grow and succeed by evaluating business’s financial performance and identifying areas of improvement.
