“The results of what we do today will be our presentation letter tomorrow”
“The results of what we do today
will be our presentation letter tomorrow”
Firm Description and Capability
Established 2007
YAMA Consulting Services, Inc. Financial Firm Based in Puerto Rico
YAMA Consulting Services, Inc. emerges as a financial advisory firm, which was legally registered in 2007 in the Commonwealth of Puerto Rico by Mr. Yamil A Moreno Rodríguez. From then on, the company began to offer resources of highly trained personnel in government accounting, financial advice, compilation of financial statements, training on pronouncements of the Governmental Accounting Standard Board (GASB), compliance with regulations regarding local and federal grants, filing of quarterly reports, drafting of legislative projects, and presentation of operational budget breakdown, among others.
The continued growth of the company led to an increase in our range of services, which were managed through the creation of specialized divisions such as Bubalis Administrative Solutions and YAMA DSP. In this way we have successfully ventured into the field of sustainable planning, development of proposals, communication strategies, project management, development of disclosure systems, research, appraisal and execution of collections on real estate, consolidation of resources, and development of collaborative projects. In the existential period of the company and its specialized divisions, the amount of $10,259,300 has been exceeded in the provision of services. During the same period the total amount of fund management through administrative assistance reaches $674,000,000. In this way, YAMA Consulting Services, Inc. is positioned as one of the most solid consulting and professional services firms in the western region of Puerto Rico.
Project Team
The combination of YAMA CSI, Bubalis Administrative Solutions, and YAMA DSP has a wide and diverse team of professionals prepared to meet the needs of our clients. The advantage of having the services of our sister firms and divisions is that resources of various specialties are combined with the ability to concentrate on certain tasks and move to provide support in other areas when necessary. The knowledge and experiences of our staff are the main tool of our company, and we keep them updated with the latest advances in technology and information.
Project Team
YAMA CSI
Trust Service
“We have never received an adverse opinion about the work we have performed”
Bubalis Administrative Solutions
Reliability
“Our services are carried out within the most demanding work plan to ensure the quality and timely delivery of the final product”
YAMA DSP
Unbreakable
Principles
Commitment
“We recognize that our actions will determine the real value of our words"
Loyalty
“The self worth that will never let us fail”
Respect
“Measure the respect we give, before claiming the respect we expect"
YAMA CSI
Founded more than fifteen years ago, YAMA CSI is the oldest of the services divisions that make up what YAMA Consulting Services, Inc. is today.
Our professional trajectory and the success of our projects has allowed us to gain the recognition of the Government Finance Officers Association (GFOA) with seven Certificates of Excellence and the 2016 Award of Entrepreneur of the Year from the Small and Medium Sized Enterprises of Puerto Rico. From the operation of YAMA CSI, our clients are provided with services for everything related to the areas of compliance, budget and finance. The professional resources, which are part of this division, oversee financial advisory services, technical assistance in accounting processes, compilation of financial statements, evaluation of compliance, drafting of accounting reports, records of deposits and disbursements, monitoring of uniform system for accounting, reconciliation between sources of information, development and implementation of plans for fiscal strengthening, among other important services
From 2007 to the present, YAMA CSI has completed the compilation of 57 municipal financial statements, 53 municipal budget projects, 785 reconciliations of sources of information, 396 quarterly reports, 43 training of labor personnel, the drafting of 58 legislative projects that have been approved, 27 monitoring projects of budget and assets allocations, design and approval of 64 corrective action plans, 16 informative depositions on municipalism, and the historical compilation on municipal fiscal health that was commissioned by the League of Cities of Puerto Rico, presented as a reference before the Fiscal Oversight Management Board and members of the United States Congress, and published in 2020 under the title Radiografía Municipal.
The results of the work carried out by our work team and the services we provide to our clients are constantly evaluated by the internal quality control process of the company and through internal audits of our clients, independent audits by CPA’s firms, audits of the Office of the Comptroller of Puerto Rico and monitoring process made by external agencies about the completed work. We can proudly say that in the history of YAMA Consulting Services, Inc. we have never received an adverse opinion about the work we have performed.
The financial division of Comprehensive Services and Information (CSI) has an average of seven internal professional resources with a concentration in the areas of system, accounting, administration and finance, and the external collaborative assistance of two additional resources in special projects dedicated to compliance analysis and regulation applicability.
Bubalis Administrative Solutions
Bubalis Administrative Solutions
“Our services are carried out within the most demanding work plan to ensure the quality and timely delivery of the final product”
The continuous growth of the company led us to increase our offer of services entering in the field of research, valuation and implementation of collections in the area of contribution on real estate for which was incorporated the sister firm Bubalis Administrative Solutions, Inc. (Bubalis). In 2009 Bubalis Administrative Solutions, Inc. was created in order to offer an asset valuation and management service on collections of overdue debts. After a short period of time, Bubalis had become the main research, tax assessment and collection management firm in the western region of Puerto Rico.
With a staff that totals five professional resources, through this division we carry out tasks aimed at the evaluation of delinquent debts, erroneous identification of values, collection procedures, asset and property reassessments, development research, cadastral study by zones, comparative in map updates and database update. In the period of operation of Bubalis Administrative Solutions, an increase in values and collections has been achieved in favor of our clients, which have already exceeded $30,550,000.
The experience base through these services, during the past thirteen years, has shown that the results of the projects that we offer through Bubalis result in significant economic progress for our clients. The accumulation of new collections and recurring collections that are managed through our qualified personnel have undoubtedly been of great help so that we can face the economic situation that our country has gone through in the past years.
YAMA DSP
YAMA DSP
The increase in the diversity of services that we were offering, and the new needs of our clients after the emergencies that were faced in Puerto Rico, required that for the year 2020 an internal restructuring be carried out to direct part of our services to a new division. In this way the Development, Strategy and Planning division began to take shape under the name YAMA DSP. Through this recent department we would continue to provide our services related to sustainable planning, administration of recovery funds, project management, training and guidance on federal funds, validation of transactions, compliance reports, evaluation of disproportionately affected areas, mitigation strategies, and coordination of collaborative agreements for the development of effective work plans.
Currently our division for Development, Strategy and Planning (DSP) has five direct professional resources focused on the identification, documentation and segregation of funds, guidance material and dissemination methods, measurement of pressing needs by communities, documentation and validation of compliance, and coordination of action plans in existing projects, among other project management services. In addition to our resources, three collaborative agreements were created through which we provide planning, engineering, project inspection, environmental studies, cadastral identification, proposal requirements, and citizen orientation services. The professional excellence of this work team is currently in charge of the administration and management of several projects amounting to $107,000,000 in federal funds that should be invested in the recovery and sustainability of various sectors and communities in Puerto Rico.
The approach that we take to our projects, from YAMA DSP, is aimed at guaranteeing the adequate, respectable, and transparent administration that requires the management of the funds that have been entrusted. The commitment that guides us is to comply with all applicable requirements and processes to guarantee the administrative success of our clients and the maximum benefit of citizens, that is the priority of each member of our team. Every work plan adopted by our staff and the tasks distributed among our resources are carried out with the most rigorous system of information flow, confidentiality, and trust, to provide our clients with the necessary opportunities in decision-making.