Cml Financial Services Llc
CurrentProvide comprehensive accounting and tax services for individuals and all types of small businesses, utilizing the most effective technologies.
Jan 2015 - Present
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Carlos M Lopez Email & Phone Number
CML Financial Services LLC
at
CML Financial Services, LLC
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
CML Financial Services LLC
Location
Miami, Florida, United States
Who is Carlos M Lopez? Overview
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Quick answer
Carlos M Lopez is listed as CML Financial Services LLC at CML Financial Services, LLC, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Carlos M Lopez.
Carlos M Lopez previously worked as Accountant, Enrolled Agent at Carlos M Lopez Financial Services and Accountant for a Forex Trader Investor at Forex. Carlos M Lopez holds Bachelor’S Degree In Accounting from Universidad Eafit.
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CML Financial Services, LLC
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Profile bio
About Carlos M Lopez
• 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
Current workplace
Carlos M Lopez's current company
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6 roles · 26 years
Carlos M Lopez work experience
A career timeline built from the work history available for this profile.
Accountant, Enrolled Agent
Carlos M Lopez Financial Services
Providing 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
Accountant For A Forex Trader Investor
Forex
• 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
2008 - 2015
~7 yrs
Owner Of Online Store On E-Bay/Amazon
Red Cabinet
• Handling all business operations• Developing a budget and cash flow projections• Reconciling monthly accounts and preparing financial statements• Maintaining all the bookkeeping records
Jan 2004 - Dec 2008
Accountant - Director Of Finance
American Red Cross Greater Miami & The Keys
• 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
2003 - 2004
~1 yr
Senior Accountant
Yesit Campo C.P.A.
• 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
2001 - 2003
~2 yrs
4 education records
Carlos M Lopez education
Bachelor’S Degree In Accounting
Master’S Degree In Marketing
Quickbooks Certified Pro-Advisor Online
Intuit Quickbooks
Enrolled Agent, Taxes, Licensed By The Irs To Represent Taxpayers Before The Irs
Enrolled Agent
FAQ
Frequently asked questions about Carlos M Lopez
Quick answers generated from the profile data available on this page.
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 CML Financial Services, LLC?
Carlos M Lopez is listed as CML Financial Services LLC at CML Financial Services, LLC.
Where is Carlos M Lopez based?
Carlos M Lopez is based in Miami, Florida, United States while working with CML Financial Services, LLC.
What companies has Carlos M Lopez worked for?
Carlos M Lopez has worked for Cml Financial Services, Llc, Carlos M Lopez Financial Services, Forex, Red Cabinet, and American Red Cross Greater Miami & The Keys.
How can I contact Carlos M Lopez?
You can use AeroLeads to view verified contact signals for Carlos M Lopez at CML Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Carlos M Lopez attend?
Carlos M Lopez holds Bachelor’S Degree In Accounting from Universidad Eafit.
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