Meet Yasnay Montalvo — Your Strategic Accountant and Consultant

I grew up watching a family business sustain us economically while consuming our time, presence, and life together.
Born in Cuba, I arrived in Miami after years of separation — eleven years after my father crossed the ocean on a raft to build a future for us. My family's resilience built a convenience store that fed us, but also absorbed everything else.
For more than 18 years, I've been an accountant working alongside business owners across many industries — watching the same pattern play out again and again. The business that was supposed to provide freedom became the thing that consumed it.
Then in 2020, in the middle of the pandemic, my son was born. I quit my corporate job to be a present mother.
I didn't set out to start a business. People started looking for me — for help with their numbers, their systems, their decisions. A few months in, I was working more than I had been at my corporate job.
The day everything changed, I was at my desk. QuickBooks open on one screen, an Excel spreadsheet on another. Baby Shark playing on a loop to keep my eight-month-old son entertained while I worked. I looked into his eyes — and I saw the same need I had carried as a little girl. The need to be seen. To be present with. To matter more than whatever was on the screen.
In that moment, I made a conscious decision: I would not repeat the pattern. I would build a different kind of business — profitable and structured, but aligned with life. Where success didn't require disappearing from what matters or living in constant urgency.
It took years. Over $200,000 invested in programs, masterminds, courses, coaches, and consultants. I assembled the integrated system one piece at a time — Profit First, Clockwork, conscious leadership — until the pieces became one operating system.
Today, my firm has generated over $1 million in 5 years while I work fewer than 30 hours per week, lead a remote team, and remain fully present as a mother. I built my business the way I teach others to build theirs.
I'm officially endorsed by Mike Michalowicz, creator of Profit First and Clockwork.
The Profit Catalyst is the firm I built around this integrated approach. We provide strategic accounting, business consulting, Profit First implementation, Clockwork systems, and fractional CFO services to service-based businesses and nonprofit organizations across the United States — supporting leaders to put structure on what's already working.
Based in Miami, Florida — serving service-based and nonprofit leaders across the United States and the Spanish-speaking market globally. Virtual and in-person services available.
My mission is to support service-based and nonprofit leaders to lead with clarity, structure, and intention — so their organization sustains their life instead of consuming it.
Credentials & Experience
- ◆Strategic Accountant — FIU, magna cum laude
- ◆Certified Profit First Professional
- ◆Certified Clockwork Partner
- ◆QuickBooks Elite ProAdvisor
- ◆NLP Practitioner
- ◆Goldman Sachs 10,000 Small Businesses Alumna
- ◆18+ years working with service-based businesses and nonprofit organizations
Endorsed publicly by Mike Michalowicz, creator of Profit First and Clockwork.
Endorsed by Mike Michalowicz
“She is remarkable. If you own a business and you are a native Spanish speaker, I'm not your guy — she is your gal. Work with her.”
— Mike Michalowicz
Bestselling Author of Profit First & Clockwork
Yasnay is the officially endorsed Profit First + Clockwork specialist for the Spanish-speaking business community in the United States — delivering Mike's proven methodologies with cultural relevance and bilingual expertise.
Certified Profit First & Clockwork Professionals — Trusted Expertise
Backed by industry-leading certifications and recognized expertise.

Profit First Certified Professional

QuickBooks Certified ProAdvisor Online

QuickBooks Elite ProAdvisor

Clockwork System Certified

Goldman Sachs 10,000 Small Businesses Alumni
Ready to Transform Your Organization?
Let's partner together to bring clarity to your finances, streamline your operations, and build a business or nonprofit that gives you the freedom to focus on what matters most.