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Business Services

Financial Compilations & Reviews

We provide you with monthly/quarterly/ or annually compiled or reviewed financial statements that are ready for review internally or by third parties. We view our role in this process as an opportunity to provide your business with valuable advice that will allow your business to operate in a profitable and efficient manner.

Management Consulting

Owners and managers of growing companies must be able to meet the constant challenge of maintaining profitability while also performing those functions that impact on the long term growth and stability of the business. Lopez and Company has a team of specially trained consultants who can help with short and long-term management challenges. Our team works with our clients to:

  • Prepare business plans and budgets
  • Compile pro-forma financial statements
  • Develop break-even analyses
  • Site evaluation studies
  • Financial analysis of real estate development projects
  • Formulate cash flow projections
  • Install management reporting systems
  • Assess information delivery systems and controls
  • Start, sell or buy a business
  • Design and implement inventory systems and controls
  • Analysis and structure of real estate loan workouts

Accounting & Bookkeeping

Organized financial records allow for a business to operate in an efficient and profitable manner. Lopez and Company's professional staff is prepared to provide its clients with:

  • Bookkeeping on a Monthly, Quarterly, and or Annual basis
  • Consultation on accounting system setup for new and growing businesses
  • General Ledger Reporting
  • Balance Sheet preparation
  • ...And many other services associated with the day-to-day operations of a successful business

Our staff of professionals is prepared to provide all of the services associated with laying a foundation for a successful business.

Staff Assistance & Augmentation

Often internal accounting and audit departments find themselves overwhelmed with inexperienced crisis management due to extraordinary work load demand. Lopez and Company is uniquely qualified to provide staff augmentation services through highly skilled and qualified, professional staff. Lopez Company has assisted clients in both the public and private sector by providing personnel to existing audit departments. Lopez and Company can provide staffing for complete accounting department services from staff level through controller and the chief financial officer.

Business Plan Preparation/Assistance

Whether you are starting a business or are continuing to manage a business it is important to have a business plan that establishes short and long term goals. Our professionals can provide assistance in drafting the plan or assisting you in creating the plan in its entirety. Business plans serve as a guide to the future of your company, having this information available can help with the crucial decision of choosing an entity in which to operate your business under.

Employee Handbooks

With employers facing higher insurance and liability cost, it is important that company policies be expressed in writing in order to assist in the protection of your business. Our firm can help you design a handbook that will address employee commonly asked questions and concerns as well as establish rules and policies by which to measure employee or employer misconduct.