Nelson Perez

Nelson Perez

Fractional Controller | Executive Financial Advisor | Bookkeeping & Financial Reporting

MBA
Available for New Clients
⭐

Expert Rating

No reviews yet

Location

Miami, FL

Services Listed

5 active

25+

Yrs Exp

2

Industries

100%

Satisfied

Executive Summary

Professional Bio

Finance and accounting professional with 20+ years of corporate accounting and controllership experience, including CBS Corporation/Paramount Global. I hold a Bachelor's degree in Finance from Florida International University (FIU) and an MBA from Barry University.

Through NP Bookkeeping Solutions, I provide fractional Controller-level support, executive financial advisory, and bookkeeping services to small and growing businesses.

My approach combines corporate financial discipline with practical, hands-on support to help business owners improve financial visibility, strengthen accounting processes, and make informed decisions.

I am a QuickBooks Online ProAdvisor and am fully bilingual in English and Spanish.

Clarity in your numbers. Confidence in your business.

25+

Yrs Experience

2

Industries

5

Services

Background

Education

I earned my Bachelor's degree in Finance from Florida International University (FIU) and my MBA from Barry University. I have also completed additional training in SAP and NetSuite and hold QuickBooks Online ProAdvisor Level 1 and Level 2 credentials.

Core Expertise

bookkeeping cfo QuickBooks

Industries Served

real_estate non_profit
$1,500/mo

Fractional Controller Support

Accounting
Experienced fractional Controller-level support for small and growing businesses that need stronger financial oversight without the cost of a full-time Controller. Services may include month-end close oversight, financial statement preparation and review, balance sheet reconciliations, budgeting and forecasting, variance analysis, management reporting, and accounting process improvement. Engagements are tailored to the business's needs, complexity, and level of support required. Final scope and monthly pricing are agreed upon before work begins.
$1,900/proj

QuickBooks Online Cleanup & Accounting Organization

Accounting
QuickBooks Online cleanup and accounting organization for small and growing businesses that need accurate, reliable financial records. Services may include reviewing account balances, reconciling bank and credit card accounts, identifying discrepancies, correcting agreed-upon bookkeeping errors, and organizing financial records to support reliable reporting. Each engagement is scoped according to the condition of the books, transaction volume, accounts involved, and period requiring cleanup. Pricing starts at $1,900, with the final fee determined after an initial assessment and agreement on the scope of work.
$700/mo

Monthly Bookkeeping and Financial Reporting

Accounting
Monthly bookkeeping and financial reporting for small businesses seeking accurate, organized financial records and better visibility into their financial performance. Services may include transaction categorization, bank and credit card reconciliations, account review, and monthly financial reports. Services and pricing depend on transaction volume, account complexity, and the condition of the books. Cleanup work and historical corrections are quoted separately.
$750/mo

Financial Reporting and Analysis

Accounting
Monthly financial reporting and analysis for small and growing businesses seeking greater clarity into their financial performance. Services may include reviewing financial statements, analyzing revenue and expenses, identifying trends and variances, and providing practical insights to support informed business decisions. Designed to help business owners better understand their numbers and improve financial visibility. Scope and pricing depend on reporting needs, accounting complexity, and the availability of reliable financial records. Historical cleanup and extensive Controller-level services are priced separately.
$275/proj

Florida LLC Formation Assistance

Entity Formation
Assistance with forming a Florida limited liability company (LLC), including gathering the required business information, preparing basic formation details, and submitting the Articles of Organization through Florida Sunbiz. The $275 service price includes the $125 Florida state filing fee, with the remaining amount covering assistance and filing coordination. Additional services, such as an operating agreement, EIN application, or specialized legal advice, are not included. Formation is subject to state approval.

Credentials & Certifications

MBA

Verified Professional

25+ Years Experience

Professional Practice

Nelson Perez

Nelson Perez

Fractional Controller | Executive Financial Advisor | Bookkeeping & Financial Reporting

Hello! I've reviewed your consultation request. How can I assist you today?

10:24 AM

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