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Welcome to YPEREZ&CO

Your Partner in Financial and Operational Excellence

At YPEREZ&CO, we believe every business deserves the tools, expertise, and strategies to thrive. Founded by Yumi Perez, a seasoned professional with 10 years of experience in accounting and operations, our firm is committed to empowering entrepreneurs, investors, and businesses to achieve their full potential.
Our solutions go beyond numbers—we provide clarity, confidence, and actionable strategies to fuel growth. Whether you’re scaling operations, launching a new venture, or managing complex finances, we’re here to help you make every decision count. 

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Who We Are

Built on Passion and Expertise 

YPEREZ&CO was founded with one mission: to deliver high-quality, personalized financial and business solutions that truly make a difference.

About Yumi Perez

With over 10 years of experience helping businesses succeed, Yumi Perez has honed her expertise in both operational and financial systems across diverse industries. While not a CPA, her deep knowledge and proven strategies bring unmatched value to every business she partners with.
As a general accounting firm, YPEREZ&CO has worked with businesses across industries, perfecting systems and tailoring solutions to meet their unique needs. From financial management to operational systems, Yumi and her team have helped elevate countless businesses to the next level.

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Yumi Perez 

Financial Consultant

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Our Mission

Empowering Ambition, Delivering Results

At YPEREZ&CO, we’re not just accountants; we’re your partners in turning vision into reality. We believe that behind every thriving business is a strong foundation—one built on financial clarity, operational efficiency, and strategic insight.
Our mission is to simplify the complex, amplify your strengths, and create opportunities for growth that last. We don’t just manage numbers; we design strategies that empower you to dream bigger, achieve more, and take your business to the next level.
When you work with YPEREZ&CO, you gain more than a service provider. You gain a team that’s as invested in your success as you are. Together, we’ll build a legacy of growth, clarity, and excellence. 

Statistic & Analytic
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Audit Preparation
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Management Consulting
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An Investment That Pays Off

For businesses ready to scale, financial clarity and strategic guidance are essential. Hiring a full-time CFO can cost over $200,000 annually—an investment not every business is ready to make.
At YPEREZ&CO, we provide the same level of expertise and strategic insight at a fraction of the cost. From weekly cash flow reviews to year-round tax planning, our CFO Package gives you the tools and support to grow your business without the overhead of an in-house team.
We’re not just accountants; we’re your partners in success—offering scalable, customized solutions that bring corporate-level financial expertise within reach. 

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Tailored Financial
Solutions

Every business is unique, and so is our approach. Your goals drive the strategies we design.

Expert Guidance Across Industries

With over 10 years of experience, we’ve developed proven systems to help businesses thrive. 

Comprehensive
Support

From accounting to operations, our holistic approach ensures no detail is overlooked. 

Results-Driven
Partnership

Your success is our success. We’re not just service providers but collaborators dedicated to your growth. 

What You Can Expect

At YPEREZ&CO, we’re committed to delivering more than services—we create solutions that empower your business.

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Why Partner with YPEREZ&CO?

Choosing YPEREZ&CO means choosing expertise, precision, and a team that values your vision as much as you do:

Strategy and Planning

We bring the right people together to challenge established thinking and drive transform in 2020

Innovative Solutions:

We integrate technology, strategy, and expertise to streamline your operations and unlock growth.

A Proven Track Record

Across industries, we’ve empowered businesses to succeed, saving time, cutting costs, and maximizing potential.
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Our Services

1. Financial Solutions

Bookkeeping Package:
Your foundation for financial clarity. 

  • Monthly bank reconciliations.
  • Categorization of transactions.
  • Basic P&L and balance sheet reports.

Accounting Package:
Elevating your finances with proactive strategies. 

  • Everything in the Bookkeeping Package.
  • Quarterly P&L reviews and adjustments.
  • Strategic tax planning for businesses and individuals.
  • Mid-year tax projection and optimization.
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2. Business Solutions

Streamline. Simplify. Succeed.
At YPEREZ&CO, we specialize in setting up operational systems and workflows that help businesses run smoothly and save valuable time. Whether you’re a startup in need of a foundational workflow or an established business ready to optimize your processes, we provide solutions tailored to your needs. 

  • Automation Consulting: We identify inefficiencies and design seamless workflows, integrating tools and systems that save you time and reduce errors.
  • Custom CRM & Workflow Setup: Enhance your client management and internal operations with integrated tools that simplify processes, track leads, and improve efficiency.
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Tax Planning Services

Maximize deductions, minimize liabilities, and plan for the future with our year-round, proactive tax strategies tailored to your unique goals.

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Financial Consultant 

Testimonials

"YPEREZ&CO has been a game-changer for my business. Their insights and professionalism are unmatched!"
– Gary T.
– Gary T.Business Owner
"Yumi and her team provide unmatched expertise.
I finally feel in control of my business finances!"
– Astrid B.
– Astrid B.Real Estate Investor
"YPEREZ&CO has been a game-changer for my business. Their insights and professionalism are unmatched!"
– Gary T.
– Gary T.Business Owner
"Yumi and her team provide unmatched expertise.,
I finally feel in control of my business finances!"
– Astrid B.
– Astrid B.Real Estate Investor

Let’s Work Together

Your success story starts here.
Whether you’re exploring financial packages, tax planning, or business solutions, we’re here to guide you every step of the way. 

Book Your Consultation Today!

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