Invictus Advisors

San Diego, United States

5

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5 reviews

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Description

Specialties

Compliance Services — Nobody wants to make an enemy of the tax man, so keeping compliant is essential to any business. But keeping compliant doesn’t need to keep you from your business. When we meet with you, we’ll establish the areas where we can help you most, agreeing with you a package of services to suit your business needs, and all for a low, fixed monthly payment.

Time-​Saving Services — Our Time-​Saving services are the things we can do to make your life easier. Why waste your time and resources on chores, when we can take care of the whole thing for you — properly, efficiently and cost-​effectively. We take the time to understand your business and recommend a bundle of services to meet your budget and needs, taking the distraction away from you, and allowing you and your team to get on with building your business.

Value-​Added Services — Our value added services are focused on making sure you earn more money and keep more of that money for you, your family and your lifestyle… whatever the size of your business or wallet. They are designed to suit every client, in every circumstance. We currently provide the following Value-​Added services: Business PerformanceTRACKER, DecisionMAKER, BusinessBUILDER, ProfitSAFE, FutureSAFE

Of course, this list doesn’t cover everything. We take the time to discover what we can do to help you make the most out of your business, tailoring the services we offer in a bespoke package, unique to your business.

History

Established in 1998.

Who We Are

Invictus Advisors, provides high-​value services that help companies and individuals solve problems and achieve their business objectives. Our professionals do more than analyze their clients’ situations, they develop solutions, turning their insights into actions.

Striving to become knowledgeable in every aspect of our clients business, we always provide quality service on a timely basis truly being concerned for our clients’ «wellbeing and their bottom line».

Mission & Vision

A Bi-​National firm offering a broad range of services to meet the needs of our clients by fostering and environment that encourages personal and professional growth and a passion for the firm’s core value.

We accomplish our vision by creating a culture of pride and passion that will enable us to continue attracting and retaining the best and brightest professionals, who will be rewarded, recognized and respected for their contribution to our firms’ culture, founded on share core values.

Meet the Business Owner

Vidal E.

Business Owner

Vidal Espinosa, MBA has more than 20 year of accounting experience. Working for large accounting firms such as KPMG and Deloitte, he has a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits. During his time at KPMG providing tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana and holds a Master Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico. As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. As a self-​made entrepreneur and business owner he understands what it takes to start and run a business effectively.