A business designed to help plan for tomorrow today!
GUIDING YOU TOWARD FINANCIAL SUCCESS.
A business designed to help plan for tomorrow today!
About Us
Meet Your Professional:
Ryan Perez, CEO and Founder of Perez Financial Co., is a Texas native and seasoned financial professional with over a decade of diverse experience spanning roles held with the Internal Revenue Service, Commercial Banking, Insurance, and critical infrastructure roles in the oil and gas industry. His background in both the public and private sectors provides a unique blend of regulatory insight and real-world financial strategy with expertise in financial systems, regulatory compliance, and client relationship management.
Ryan's career includes service held as a Revenue Agent and Criminal Investigator (Special Agent) with the U.S. Department of the Treasury - Internal Revenue Service, where he developed advanced skills in forensic accounting, tax law, and investigative procedures. His prior experience in the insurance industry and as a banker further enhances his holistic approach to financial strategy.
Ryan is a QuickBooks Level I & II Certified ProAdvisor and holds a Bachelor’s degree in Accounting from The University of Arizona (Summa Cum Laude). He is currently advancing his expertise as a full-time graduate student, pursuing a Master of Science in Personal Financial Planning through the Certified Financial Planning Board-Registered Master’s program at Texas Tech University.
At Perez Financial Co., Ryan leads with a mission rooted in clarity, strategy, and integrity. Combining his deep knowledge of compliance and real-world experience, he founded the firm on the belief that business owners deserve more than spreadsheets; they deserve a trusted partner who simplifies financial complexity, ensures compliance, and builds strategies for sustainable growth.
Perez Financial Co. exists to simply finance, strengthen operations, and guide business owners toward optimized strategy and confident scalability, helping businesses not just operate, but truly thrive.
Perez Financial Co.'s mission is clear: to help businesses grow with clarity, strategy, and integrity.
Services
Monthly Bookkeeping Services
Clarity. Compliance. Confidence.
Let us handle the numbers and stay organized. Our monthly bookkeeping services are tailored for small business owners, entrepreneurs, and service professionals.
Services include:
- QuickBooks Online account management and optimization
- Categorization and reconciliation of bank/credit card transactions
- Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
- Monthly review calls or email check-ins
- (Optional): Book Clean-up
Tax Strategy Consulting Services
Reduce liabilities. Stay compliant. Plan for the future.
We help small businesses uncover tax-saving opportunities while staying compliant with federal and state regulations.
Services include:
- Proactive tax planning and year-round guidance
- Self-employed and LLC tax structuring
- Estimated tax calculation assistance
- S-Corp vs LLC consultations
- Strategic deductions and retirement plan optimization
Business Consulting Services
Gain clarity. Make smart decisions.
Strategic Business Consulting
Whether you're launching a startup, scaling your operations, or navigating a financial challenge, we provide tailored consulting services to support your success.
Services include:
- Business formation strategy and entity selection
- Profitability and growth planning
- Budgeting and cash flow management
- Operations analysis and workflow improvement
- Audit preparation and compliance strategy
