If you're doing $1M+
but don't trust
your numbers...
That’s not an accounting issue. It’s a strategy failure. We provide the oversight that scales your time.
Strategic Partnerships
Counselling
Estate
Beyond the
Ledger.
True financial strategy isn't just about the numbers—it's about leadership. We stay at the forefront of industry shifts to ensure your enterprise value is always protected.
Built for those who
actually want to scale.
We don't do "basic bookkeeping." We provide the high-altitude oversight required to move from founder-led to system-driven.
Fractional CFO
Executive-level advisory for businesses doing $1M-$10M. We handle the "Why" so you can focus on the "What."
Audit & Clean-Up
Fixing the past to protect the future. We untangle messy books and restore absolute financial integrity.
Advisory Hub
Proactive tax strategy and cash-flow forecasting. We aren't just historians; we are your growth engine.
Numbers don't lie,
but they do hide.
Most accounting firms stop at the spreadsheet. We start there. We dig into the "hidden truth" of your data to find the leaks that are costing you your freedom.
100%
Fiduciary Focus
$1B+
In Managed Capital
"The difference between a bookkeeper and a CFO is the direction they are looking."
Yumi Perez
Chief Strategy Officer
The Success
Data.
Data doesn't lie. We track the specific financial milestones that define 8-figure trajectories.
Average increase in Net Profit Margins through operational audit and tax structure optimization.
Total Working Capital Unlocked for clients by restructuring debt and optimizing accounts receivable.
Of our clients move into Aggressive Scaling phases within the first 12 months of advisory.
Data aggregated across E-commerce, SaaS, and Service Sectors (2023-2025)
ROI isn't a
theory.
Verifiable outcomes for 7-8 figure entities.
+22% Net Profit Margin
in 120 Days.
By auditing unit economics and re-architecting vendor contracts, we reclaimed $440k in annual "lost" profit for a high-volume retailer.
$1.2B+
Capital Under Advisory
"Yperez & Co doesn't just manage books; they protect the enterprise value of my company."
— SaaS Founder, $14M ARR
The Command Center
Standardized on S-Tier financial tech.
The Verified Success.
"YPEREZ&CO has been a game-changer for my business. Their insights and professionalism are unmatched!"
Gary McCollum
Entrepreneur
"Yumi was great at putting together my tax return! It's refreshing to know I can leave my stuff in trusted hands and she will do the rest."
Amanda Miller
Business Consultant
"It was such a pleasure meeting Yumi. She has a great personality and is very ambitious in helping others. I'm looking forward to collaborating."
Gigi Martinez
Business Owner
"Yumi completely re-engineered our operational efficiency. We are now scaling more aggressively and profitably."
Liam Chen
DTC Founder
"The financial clarity provided gave us the insights needed to unlock capital we didn't know we had."
Kenji Tanaka
Agency Owner
"Behind every thriving business is a foundation built on financial clarity. Yumi bridges that gap perfectly."
Iman Patel
Creative Director
The hour
that matters.
Stop managing the past. Start architecting your future. Clarity is the ultimate competitive advantage.
Plug Profit Leaks
Clean-up Roadmap
12-Month Scaling Plan
Direct Consultation with Yumi Perez
End-to-End Encryption
Zero Fee Consultation