Freelancer profile translated to English.
Back to original languageAbout Nicolas
Accounting Expert & HR Consultant
Are you an artisan, a liberal professional, or do you manage a company with more than 20 employees and are looking for an accounting expert 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 advice, 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: accounting, review, balance sheet, tax return, VAT declarations, tax and social optimization for the leader
Wealth Management Support: legal structuring, leader's remuneration, provident fund, retirement planning, and wealth transfer
HR & WLB Consulting: social audits, organizational restructurings, improvement of social climate, and team retention
A dual benefit with my TIH (BOETH) status: As a Disabled Independent Worker, using my services allows you to concretely reduce your AGEFIPH contribution, while benefiting from expertise honed over the last 15 years.
My tools:
Pennylane
Quadratus Fulll
EBP
I adapt to your environment without friction. Do you have a situation to analyze or 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 PATRIMOINEAccounting ExpertCONSULTING AND AUDITSNovember 2025 - Today (7 months)Today | Accounting ExpertSupporting 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 diverse client portfolio with a high-value-added consulting approach.Global 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, leader remuneration, retirement planning, and wealth organization. Implementation of tailored solutions for savings, provident fund, wealth transfer, and asset protection, with a personalized and long-term approach.
- CATEAPortfolio Manager & Certified Public AccountantJuly 2017 - September 2025 (8 years and 2 months)Montpellier, France• Independent management of a client portfolio (VSEs/SMEs, liberal professions, associations).• Tax, financial, and strategic advice to leaders.• Supervision of a team of collaborators: monitoring, training, and coordination.• Chairman of the CSE: leading meetings, managing employee benefits.• Implementation of high-value-added 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's 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