Stop wondering
where your
money is going.
Vanish the spreadsheet fog. We implement the **high-altitude strategy** that scales your time as fast as your revenue.
Trusted Partner
Global Scaling Entities
The Core Mission
"Numbers don't lie, but they do hide. We find the truth so you can grow with absolute certainty."
Our Framework
From financial fog to
absolute clarity.
Clean Foundations
We stop the bleeding. We untangle your books, reconcile the past, and set up a system where every cent is accounted for. No more guessing.
Fractional CFO
Data is useless without direction. We act as your financial co-pilot, analyzing cash flow and forecasting your next big move with precision.
Business Freedom
The ultimate goal. We optimize your tax strategy and profit margins so the business serves you, rather than you being a slave to the business.
Global Expertise
Strategic CFO
The Founder
Yumi Perez
The "Co" in your corner.
Most business owners are brilliant at their craft, but they are flying blind when it comes to the numbers. You didn't start your business to become a full-time bookkeeper.
I am here to ensure you never have to guess again.
From untangling complex backlogs to architecting 12-month growth forecasts, I provide the clarity you need to lead and the strategy you need to scale.
Strategic Oversight.
Uncompromising Accuracy.
We bridge the gap between where your business is and where it needs to be. Our services are designed for owners who demand clarity and data-driven growth.
Fractional CFO Services
Your financial co-pilot. We provide high-level strategy, cash-flow forecasting, and profit-margin optimization to help you scale with confidence.
Financial Clean-up
Untangling years of complex backlogs. We reconcile your accounts and restore total integrity to your financial data.
Bookkeeping
Daily transaction management handled with surgical precision. Always current, always accurate, always ready.
Ready for Absolute Clarity?
Schedule a consultation to see all services and find your fit.
Real Impact.
Real Stories.
Yumi fixed my messy books in weeks. I finally know where my money is going every month.
Sarah Jenkins
Retail Owner
I was terrified of taxes until I met Yumi. She made everything simple and saved me a lot of money.
Michael Chen
Tech Founder
Working with this team is the best decision I made for my business. They handle the numbers so I can lead.
Amanda Ross
Agency Director
The financial reports I get now are so clear. I can actually plan for the next year without guessing.
David Miller
Construction CEO
Yumi provides the tough love I needed to see my true costs. Our profit margins have never been better.
Jessica Wu
E-comm Seller
The hour
that matters.
Stop managing the past. Start architecting your future.
Plug Profit Leaks
Clean-up Roadmap
12-Month Scaling Plan
Live Availability
Select Your Time
Initializing Secured Calendar...
Zero Fee
100% Confidential