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 of Perez Financial Co., is a born and raised native Texan and is a seasoned financial professional with a diverse background spanning roles held with the Internal Revenue Service, Commercial Banking, and Insurance. With over a decade of success across the public and private sectors, Ryan brings expertise in financial systems, regulatory compliance, and client relationship management.
Ryan is a former Revenue Agent and Criminal Investigator Special Agent with the 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 awarded from The University of Arizona. He is currently advancing his expertise by attending a Certified Financial Planning Board-Registered Master’s program at Texas Tech University.
Perez Financial Co. was built on Ryan’s belief that business owners deserve more than spreadsheets — they deserve clarity, strategy, and someone who can help them understand how to make their businesses thrive.
Combining his deep knowledge of compliance and real-world experience, Ryan leads Perez Financial Co. with a mission to simplify finances, strengthen operations, and guide business owners toward simplifying their financial operations, optimizing their strategy, and scaling with confidence.
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
