Our Solutions

Consulting, Finance, Accounting, Data, Education and Technology to drive companies and teams forward with clarity and better decision-making.

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Controlling & Finance

Diagnosis, structuring and performance: cash flow, costs, budgeting, indicators and governance.

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Legal Advisory

Specialized services in civil and social security law, with clarity and strategy.

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Training & Lectures

Corporate education, technical training and lectures focused on culture, performance and leadership.

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Controlling & Finance β€’ ID Briefing

Controlling & Finance
Structure, predictability and data-driven decision-making.

We combine diagnosis + structuring + monitoring to provide clarity on results, cash flow and margins. You gain visibility into where your business earns, where it loses and what needs to be adjusted β€” with a structured methodology.

What we address first

β€’ Clarity of results (management P&L) and margins
β€’ Cash flow and predictability (projections)
β€’ Costs, inventory and working capital (cash conversion cycle)
β€’ Control routines and indicators (KPIs)

Typical deliverables:
Management P&L Actual vs. Budget Essential KPIs Routines and processes Action plan

Areas of expertise in Controlling & Finance

A complete package to organize, measure and improve performance β€” without unnecessary theory.

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Cash flow and projections

Cash flow, forecasts, monitoring and secure short-term decision-making.

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Costs and margins

COGS, contribution margin, break-even point and pricing guidance.

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Inventory and working capital

Turnover, shortages/excess inventory, stock counts, working capital needs and cash impact.

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Governance and controls

Financial routines, reconciliations, accounts payable/receivable and operational discipline.

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Budgeting and Actual vs. Budget

Budgeting by cost center, revisions and variance analysis.

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KPIs and executive reporting

Essential indicators and clear recommendations, with a prioritized action plan.

Initial consulting steps

1
Understanding the current situation
An initial conversation to understand the company's current stage, challenges, priorities and medium- and long-term objectives.
2
Defining the appropriate format
We recommend the most appropriate model (diagnosis, project, mentoring or a combination) with estimated timelines and investment.
3
Proposal and project kickoff
Once approved, we define the schedule, deliverables and main monitoring routines.

Want to take your company's management to the next level?

Send an email to contato@idbriefing.com.br with a brief description of your business, approximate revenue, number of employees and your main strategic questions today.

Based on this information, we will get back to you with a suggested approach and next steps to begin the work.

Legal Advisory β€’ ID Briefing

Legal Advisory
Specialized, human and strategic legal services.

Personalized and professional service. We work with clarity, seriousness and complete focus on resolving the client's legal matter.

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Legal Advisory - ID Briefing

Areas of Practice

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Civil Law

Contracts, debt collection, civil liability, settlements, compensation claims and various disputes.

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Social Security Law

Retirement benefits, reviews, pensions, disability benefits and administrative defenses.

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Ongoing Legal Consulting

Ongoing legal support for companies, professionals and families.

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Reviews and Legal Opinions

Technical analysis and review of documents, contracts and detailed legal opinions.

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Legal Proceedings

Filing and full case management in civil and social security matters.

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Mediation & Settlements

Strategic negotiation aimed at faster, more cost-effective and less stressful solutions.

Training & Lectures β€’ ID Briefing

Training & Lectures
Technical development + human performance.

Customized programs for teams and leaders: finance, leadership content, purpose and human development.

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Training and Lectures - ID Briefing

What we offer

Three complementary areas, without unnecessary text.

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Corporate training

Practical workshops for teams and leaders, focused on real-world application.

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Technical training

Excel with Power Query, Power BI, Finance, financial statement preparation and data analysis.

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Lectures

Leadership, purpose, culture, discipline, resilience and human development.

YouTube

On YouTube, we provide an introductory and practical series on Power Query in Excel, dashboards and data transformation β€” with techniques that can also be applied in Power BI.

πŸŽ₯ Visit our YouTube channel

Would you like to discuss a project?

Send us an email with a brief overview of your context (company, industry and challenges) and your desired focus: Controlling & Finance, BI, Spreadsheets, Training/Lectures or Legal Advisory.

Contact Us

We will respond with a proposal or next steps within a few business days.