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French chartered accountant · Paris and Île-de-France

Chartered accountant, and builder of your financial tools.

I keep and review the accounts of small business owners. I design and build cash flow and reporting tools for finance teams. AI lets me deliver them faster, with no compromise on control.

Edwin MarksChartered accountant (expert-comptable), founder of KOADVISE and EZM CONSULTING

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  • Registered with the Ordre des experts-comptables
  • Property development and property investment
  • Excel, Power BI, automation

Cash flow forecast

13 rolling weeks

Example
Current balance€1.24m
Low point (W7)€182k
End of period€960k
Alert: cash falls below the safety threshold in week 7.

Updated automatically every Monday

Edwin Marks, French chartered accountant (expert-comptable)

Registered with the Ordre

Edwin MarksChartered accountant, Corbeil-Essonnes

About me

A chartered accountant who builds your tools himself.

I joined a chartered accountancy firm in 2014, as an apprentice. As a staff accountant from 2017 to 2023, I kept and reviewed portfolios of SMEs and small businesses, prepared annual accounts and corporate tax returns, and produced monthly management accounts and the reporting of a large international hotel.

Qualified as a chartered accountant in January 2025 and registered with the Ordre des experts-comptables, the French institute of chartered accountants, I am now the right hand of the CFO of a major property developer. There, I designed the group’s cash flow statement and cash flow forecast, built debt reconciliation into the quarterly reporting, and I am managing the dissolution and liquidation of 10 to 15 project companies.

Based in Corbeil-Essonnes, I work in Paris and across Île-de-France through two firms: KOADVISE for chartered accountancy, EZM CONSULTING for advisory and outsourced CFO services.

  • Cash flow and cash flow statements
  • Reporting and Power BI
  • Debt and VAT reconciliation
  • Interest limitation (ATAD)
  • Annual accounts and tax
  • Property development
My background in detailProperty development

Two ways to work together

A group or a small business, the same high standards.

Outsourced CFO

Strengthen your finance team

For CFOs, property developers and group managing directors who need a senior profile able to understand their figures and build their tools.

  • Cash flow forecast and cash flow statement
  • Power BI reporting and dashboards
  • Debt reconciliation and monitoring of financing
  • Streamlining of group structures: dissolutions, liquidations
  • VAT reconciliation and interest deduction limitation

Assignments from 3 months to 3 years

Explore the assignments

Advisory and outsourced CFO assignments carried out by EZM CONSULTING.

Accounting

Accounts that are well kept, and easy to read

For small business owners, the self-employed, independent professionals, property holding companies (SCI) and non-profit associations who want a responsive chartered accountant and figures they can base decisions on.

  • Bookkeeping or review of your accounts
  • Annual accounts and corporate tax return
  • Salary or dividends: choosing the right split
  • Business setup
  • Connected accounting, kept up to date continuously

Fixed monthly fee, no surprises

Explore the accountancy services

Assignments carried out by KOADVISE, a chartered accountancy firm registered with the Ordre des experts-comptables.

Two firms, one point of contact. KOADVISE is a chartered accountancy firm registered with theOrdre des experts-comptables. EZM CONSULTING carries out all my advisory and outsourced CFO assignments.

My two firms

What I build

Concrete deliverables that your teams use every day.

I do not hand over yet another report: I deliver the tool, fed by your data, documented and checked. Here are the ones I build most often.

Groups

Cash flow statement

The group cash flow statement, fed by accounting extracts: operating, investing and financing cash flows, reconciled with the change in cash.

Outsourced CFO services
Groups and small businesses

13-week and 12-month forecasts

Documented assumptions, actuals compared with forecast, alerts on low points. The short term to act, the twelve months to decide.

Try the simplified version
Finance teams

Power BI dashboards

Indicators by company or by project, fed automatically, readable at a glance by senior management.

See the assignments
Closing and reporting

Debt and VAT reconciliation

Debts reconciled between the accounts, the banks and the contracts. Revenue and VAT recorded in the accounts reconciled with the returns, every difference explained.

See the assignments
Group taxation

Interest deduction limitation (ATAD)

Deduction cap under article 212 bis of the French Tax Code (CGI), the higher of €3m or 30% of tax EBITDA, with tracking of carried-forward interest and unused interest capacity.

Try the calculator
Everyone

Process automation

Extractions, reconciliations and reporting automated with Power Query and Make. Reliable, documented Excel files that your teams know how to keep running.

See the examples

The tools I use every day

  • Advanced ExcelStructured models with built-in checks and documentation
  • Power QueryClean accounting extracts, refreshed in one click
  • Power BIManagement dashboards, by company or by project
  • PennylaneConnected accounting for small businesses and the self-employed
  • Sage CoalaAccounts production and review in an accountancy firm
  • Generative AIFormulas, scripts and checks produced faster, always verified
  • MakeAutomated data exchange between applications
  • Claude CodeBespoke scripts and automations, written and run from the terminal, reviewed before use

My approach

Finance and tools, brought together in one profile.

I read your figures as a chartered accountant, and I personally build the tools that let you manage them. The need and its translation into a dashboard stay in the same hands.

Finance

A chartered accountant’s reading: accounts, tax, cash and controls.

Tools

Building the tools: Excel, Power Query, Power BI and AI, documented and handed over.

  1. I understand your figures

    A chartered accountant’s reading: restatements, tax, consistency of cash flows. The tool starts from the right diagnosis.

  2. I build the tool

    Structured Excel, Power BI, automations: robust, documented files that your teams know how to keep running.

  3. I deliver quickly

    AI speeds up production, never judgement. Every deliverable is checked before it reaches you.

Case studies

Tools in use in a group finance department.

Cash flow

Cash flow statement and cash flow forecast

Design of the cash flow statement and cash flow forecast of a property development group, fed by accounting extracts.

Structured Excel, with checks and documentation

Tax

Interest deduction limitation

Checking the calculation of the interest deduction limitation, a rule derived from the ATAD directive, in a group subject to corporate income tax (IS).

Calculation checked and formula challenged

Group structures

Streamlining of group structures

Analysis and management of the dissolution and liquidation of 10 to 15 of the group’s project companies (SPVs).

Tracking schedule for the operations

Anonymised cases, as professional secrecy requires.

All case studies

Online tools

Try them before we talk.

Three free calculators, built to the same standards as my client tools.

Groups

Interest deduction limitation (ATAD)

Deduction cap (30% of tax EBITDA or €3m), amount to add back and carry-forwards, in a few entries.

Try it Business owners

Salary or dividends

Compare your take-home pay depending on the split between salary and dividends, in a SASU or an EURL.

Try it Everyone

13-week cash flow forecast

Enter your receipts and payments, and see your low point before it arrives.

Try it

And to follow French financial, tax, employment, legal and accounting news, published weekly in French:

News (in French)

Need financial management support, or accounts to take over?

Let’s talk for 30 minutes, with no commitment.

Book a callcontact@koadvise.com