Carlos M Lopez Email and Phone Number
• Preparing Personal and Corporate Taxes • Finance/Accounting Professional with broad accounting and business experience • Preparing/analyzing accounting and financial statements • Performing accounts payables, receivables, and general ledger responsibilities• Developing a budget and cash flow projections• Office Management and Administrative Experience• Building relationships with management and all departments• Bilingual - Fluent in Spanish and English• Microsoft Word, Excel, PowerPoint, and QuickBooks • Strong organizational skills
Cml Financial Services, Llc
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Cml Financial Services LlcCml Financial Services, Llc Jan 2015 - PresentCoral GablesProvide comprehensive accounting and tax services for individuals and all types of small businesses, utilizing the most effective technologies. -
Accountant, Enrolled AgentCarlos M Lopez Financial Services Jan 2015 - PresentCoral Gables, FlProviding General Accounting Services across a wide array of industries, including Regenerative Medicine Care, Chiropractic Services, Real Estate Services, Non-profit organizations, Financial Services, Retail businesses, etc. • Tax Services o Corporate Taxeso Personal Taxes• Business Services o Small Business Accounting o Financial Statements preparation o Budgets and financial projections o Payroll • QuickBooks Services o QuickBooks Setup support o QuickBooks Training
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Accountant For A Forex Trader InvestorForex 2008 - 2015Miami• Accountant for the Investment company • Handling all accounting duties such as budget, cash flow, reconciliation, etc • Investing in global currency exchange• Conducting technical and fundamental analyses of the forex market• Analyzing global currency and developing/implementing investment strategies
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Owner Of Online Store On E-Bay/AmazonRed Cabinet Jan 2004 - Dec 2008United States• Handling all business operations• Developing a budget and cash flow projections• Reconciling monthly accounts and preparing financial statements• Maintaining all the bookkeeping records
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Accountant - Director Of FinanceAmerican Red Cross Greater Miami & The Keys 2003 - 2004Miami• Supervising all the accountants and their duties, including account coding, deposits, and checks• Preparing and analyzing monthly financial statements • Preparing cash flow projections• Reporting to all funding sources, including grants from public and private sources• Supervising the payroll process through ADP• Developing the annual budget• Preparing the documentation for the annual CPA firm year end audit• Coordinating and arranging all the information for the Finance/Audit Committee• Ensuring that products and services are provided according to policies/procedures
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Senior AccountantYesit Campo C.P.A. 2001 - 2003Miami• Accounting duties - preparing corporate tax paperwork and verifying documentation • Overseeing various client accounts and explaining procedures and requirements• Dealing with the clients, providing customer service, and solving problems as needed• Performing general office/clerical duties including updating files and data entry
Carlos M Lopez Education Details
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Bachelor’S Degree In Accounting -
Master’S Degree In Marketing -
Intuit QuickbooksQuickbooks Certified Pro-Advisor Online -
Enrolled AgentLicensed By The Irs To Represent Taxpayers Before The Irs
Frequently Asked Questions about Carlos M Lopez
What company does Carlos M Lopez work for?
Carlos M Lopez works for Cml Financial Services, Llc
What is Carlos M Lopez's role at the current company?
Carlos M Lopez's current role is Provide comprehensive accounting and tax services for individuals and all types of small businesses..
What schools did Carlos M Lopez attend?
Carlos M Lopez attended Universidad Eafit, Universidad Eafit, Intuit Quickbooks, Enrolled Agent.
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