Under Management
South Florida
Experience
No Hourly Billing Ever
Built for South Florida Businesses That Are Growing — and Tired of Flying Blind
You built something real. You’re generating revenue, managing a team, and making decisions every single day — but without the financial visibility to do it confidently.
Your bookkeeper records what happened. Your CPA files your taxes once a year. But nobody is looking ahead, managing your cash, or telling you which opportunities to chase.
That’s what a CFO does. And now you can have one — without the executive salary.
Everything You Need. One Team. One Monthly Fee.
Bookkeeping & Accounting
Great decisions start with great books. We handle reconciliation, transaction coding, AP/AR management, payroll coordination, and monthly close — so your numbers are always current and accurate.
Controller Services
We go beyond the books. Monthly financial packages, variance reporting, internal controls, sales tax coordination, and year-end close — giving your business the infrastructure of a company twice its size.
CFO Advisory
Your strategic financial partner. Rolling cash flow forecasts, annual budgets, KPI dashboards, banking relationships, and scenario modeling — so every major decision is backed by numbers, not gut feel.
Get a Free Financial Statement Review
We’ll review your current P&L, Balance Sheet, and Cash Flow Statement and give you a clear picture of where your finances stand — and where the opportunities are. No cost. No obligation. Just clarity.
David is an A+ player to add to your team.
Fortune-500 CFO Experience. Priced for Your Business.
David Lopez, CPA brings executive financial leadership from his time as CFO at Saxon, A Xerox Company — where his division led the country in cash generation and profit margin.
He was one of just 30 professionals nationwide selected for Xerox Finance University. Today he brings that same discipline directly to South Florida businesses like yours.