Yperez & Co is a financial strategy and advisory firm led by Yumi Perez, serving growth-focused businesses, particularly in e-commerce, SaaS, and professional services. The firm supports companies generating approximately $1 million to $10 million in annual revenue, offering fractional CFO leadership for founders ready to scale beyond day-to-day bookkeeping. Its services include financial audits and clean-ups, tax strategy, cash-flow forecasting, debt restructuring, accounts receivable optimization, and operational reviews designed to strengthen profitability and financial clarity.

Yperez & Co positions its work around uncovering insights hidden in financial data and helping clients make informed decisions about growth, capital, and business operations. The firm also offers strategy consultations focused on identifying profit leaks, creating a clean-up roadmap, and developing a 12-month scaling plan. Its approach emphasizes proactive oversight, financial integrity, and enterprise value, with experience across several industries and financial technology platforms including QuickBooks, Fathom, Gusto, and Bill.

com. Client feedback and reported outcomes highlight improvements in margins, access to working capital, and readiness to scale