Accounting Services and Bookkeeping you can Count On

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Business Services

  • Bookkeeping: Manage Daily Transactions

  • Creation of Invoices

  • Reports Generation (Daily, Weekly, Monthly, yearly)

  • Knowledgeable Local Sales Tax, VAT

  • Cash Flow Management: Cash Flow Projection

  • Bank Reconciliation

  • Maintaining Account Receivables & Payable

  • Payroll: Management of payroll and taxes
  • Setting up a NEW COMPANY & Managing chart of Accounts

  • Taxes: Personal, Business, and Corporate

  • Planning: Reporting and advice to support growth

Quickbooks Services

  • Quickbooks Setup
  • Quickbooks Training
  • Quickbooks Clean-up

Advisory

  • Reporting: Financial Statements, Budgeting and Forecasting. 

  • Analysis: Cash Flow, P&L and Balance Sheet Analysis.

ABout ME


I’m Santiago Lopez, a finance professional with a talent for combining data analysis & fiscal leadership.

Education:
Nassau Community College: Associate Applied Science in Business Accounting & Certificate in Business Administration.

Baruch College: Bachelor of Business Administration in Finance and Investments.

Career Highlights:

  • Formed Plastics: Logistics Manager.
  • La Bottega Restaurant: Operations Manager & Bookkeeper.
  • Vice Media LLC: Financial Analyst.
  • Natoora (US) Inc: Full Charge Bookkeeper.
  • Enzo Biochem Inc, RXMD Medical Dynamics, & PepsiCo Media Studio: Senior Financial Analyst & Finance Manager.

Skills: MS Office, Excel, QuickBooks, Sage 50, Bloomberg Terminal, Oracle NetSuite, SAP Concur, FP&A software, Tableau.

Passionate about finance and operational excellence, I’m eager to connect and drive financial success together.

 

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