Freelancer profile translated to English.
Back to original languageAbout Nicolas
Chartered Accountant & HR Consultant
Are you an artisan, a liberal professional, or do you manage a company with more than 20 employees and are looking for a chartered accountant who can go far beyond the numbers? That's exactly what I do.
Registered with the Order of Chartered Accountants, I support leaders with a global approach that combines accounting, wealth management consulting, and HR optimization into a single expertise. My role is to reverse the usual logic and transform your figures into decision-making levers, reduce your tax burden, and give you a clear vision to grow your business under the best conditions.
I intervene on all subjects that have a real impact on your business and your personal situation:
Accounting & Tax Management: bookkeeping and auditing, balance sheets, tax returns, VAT declarations, tax and social optimization for the leader
Wealth Management Support: legal structuring, executive compensation, social protection, retirement planning, and wealth transfer
HR & WLF Consulting: social audits, organizational restructurings, improvement of social climate and team loyalty
A dual benefit with my TIH (BOETH) status: As a Disabled Independent Worker, using my services allows you to concretely reduce your AGEFIPH contribution (30% x amount of the service), while benefiting from expertise honed over the last 15 years.
My tools:
Pennylane
Quadratus Fulll
EBP
I adapt to your environment without friction. A situation to analyze, a project to structure? Let's talk about it together
French
Native or bilingual
Can work on-site
Montpellier (up to 50km), Paris (up to 50km), Lyon (up to 50km), Marseille (up to 50km), Bordeaux (up to 50km)
Experience
- PRIMEA CONSEIL ET PATRIMOINEChartered AccountantCONSULTING AND AUDITSNovember 2025 - Today (9 months)Today | Chartered AccountantSupporting creators and leaders in structuring and developing their business: choice of legal form, tax and social optimization, assistance in strategic decision-making and implementation of career and wealth development plans. Management and supervision of a portfolio of diverse clients with an added-value consulting approach.Comprehensive support for leaders, liberal professionals, and entrepreneurs in structuring their business and optimizing their financial situation. Advice on legal structure choices, tax and social strategy, executive compensation, retirement planning, and wealth organization. Implementation of tailored solutions for savings, social protection, wealth transfer, and asset protection, with a personalized and long-term approach.
- CATEAPortfolio Manager & Certified Chartered AccountantJuly 2017 - September 2025 (8 years and 2 months)Montpellier, France• Autonomous management of a client portfolio (VSE/SMEs, liberal professions, associations).• Tax, financial, and strategic advice to leaders.• Supervision of a team of collaborators: monitoring, training, and coordination.• President of the CSE: leading meetings, managing employee benefits.• Implementation of high-value missions: retirement planning (dedicated software, communication).• Training referent: development and delivery of internal modules.
- Socorege ConsultantsAccounting AssistantJanuary 2009 - January 2011 (2 years)Perpignan, France• Data entry, bank reconciliations, VAT declarations.◦ Assistance in preparing balance sheets and annual closings.
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Education
- Master in Wealth EngineeringSTUDY2026Formation spécialisée en stratégie patrimoniale du dirigeant et du particulier
- Diploma of Chartered Accountant (DEC)Order of Chartered Accountants2025Diplôme d’Expertise Comptable avec spécialisation en accompagnement des dirigeants, optimisation fiscale, structuration patrimoniale et digitalisation des cabinets et entreprises.
Certifications
- Retirement / Social Protection TrainingFACTORIELLES2025