PEDRO LOPEZ

Strategic Growth Accountant | Tax Prep Consultant | Financial Systems Architect

Your Free Financial Strategy Session with Pedro Lopez

Pedro Lopez wasn’t born into business.

He was born into survival.


An immigrant from Mexico, Pedro grew up in chaos—no safety nets, no handouts. He learned early how to figure things out on his own. No excuses. No complaining. Just grit.


While other kids had structure, Pedro had hunger. Hunger for something better.


That same hunger carried him through years of sports—karate, cross country, soccer—and ultimately into his role as the go-to financial systems architect for business owners who feel like they’re still fighting uphill.

Pedro doesn’t just fix books.


He helps leaders clean up their chaos and finally step into clarity.

What You’ll Cover in This First Free Session:

The Premium Profit Path – A simple but powerful framework for business owners who want financial confidence and growth:

1. Profit Checkup

 → Let’s look at the chaos: Are you missing money? Are things being done right? We’ll assess your financial pain points—fast.

2. System Setup Strategy

 → Pedro will break down what needs to be fixed, automated, or delegated—so your money flows and your stress drops.

3. Tax Confidence Map

 → If you're behind on taxes or unsure what your accountant’s really doing, this map shows you how to get current and stay compliant.

WHO THIS IS FOR :

  • Business owners tired of guessing what’s happening with their finances

  • Entrepreneurs who’ve outgrown “DIY accounting”

  • People who want someone they can trust to help them grow—not just “file taxes”

WHY IT MATTERS:

Pedro isn’t here to impress you with big words or fancy reports.

He’s here to help real business owners win—especially those who’ve come from humble beginnings like he did.


He’s already saved clients tens of thousands in IRS audits.

He’s helped trucking companies catch up on years of back taxes.

And he’s built financial systems that let restaurant owners finally breathe.


Now, he’s offering you that same chance.

OUR SERVICES

Tier 1:

Bookkeeping Experts

For Startups & Solopreneurs (<$100Krevenue)💰 $200/month

  • Includes:

  • Monthly bookkeeping

  • Monthly financial review call

  • Peace of mind knowing everything is ready for tax season

  • Balance sheet and P&L kept clean and CPA-ready

  • Avoid CPA correction fees

  • Ensure accuracy for future tax filing

  • Ongoing consulting for accounting-related questions

  • Access to professional guidance without the premium price tag

Tier 2:

Strategic Profit Partners

For Growing Businesses ($100K–$999K revenue) $500/month

  • Includes everything in Tier 1, plus:

  • Quarterly payroll filings (owner, spouse, or kids)

  • Tax-saving payroll strategies implemented

  • Office/staff accounting assistance

  • Managing/reviewing financial workflows

  • Creating simple financial projections

  • Access to deeper financial analysis & performance indicators

  • Mid-level tax strategy consulting

  • Set up for big tax savings through proper entity structure & payroll processing

Tier 3:

Fractional CFO Service

For Established Businesses (7-Figure & Scaling) $3,000/month (custom quote based on business size)

  • Includes everything in Tier 2, plus:

  • Full oversight as your Chief Financial Officer

  • High-level tax strategy and year-round planning

  • Monthly cash flow and financial projections

  • Advisory on budgeting, investing, and large purchases

  • Handling complex tax filings & compliance

  • Quarterly deep-dive strategy sessions

  • Custom dashboards and reporting

  • Profit-first implementation (if desired)

  • Strategic financial decision-making support

  • Dedicated support line for business and accounting issues

Book Your Free Session Now

Let’s get real about your numbers.

Let’s get clear about your next moves.

Let’s build the business you were meant to run.

Schedule now with Pedro Lopez—before tax season turns into damage control.

Because surviving is where you started.

Thriving is where you’re headed.

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