"The greatest glory in living lies not in never failing, but in rising every time we fail."
– Nelson Mandela

"Efficiency is doing the thing right; Effectiveness is doing the right thing."
– Peter F. Drucker

"The difference between a boss and a leader; a boss says 'Go!' a leader says 'Let’s Go!'”
– E.M. Kelly

"Together we are better."
– John Paul Warren

"Good brands reflect the histories of the time and the group of people that made them."
– Richard Branson

"The rich invest in time, the poor invest in money."
– Warren Buffett

"If you are successful, you may win false friends and true enemies. Succeed anyway."
– Mother Theresa

"To move the world, we must first move ourselves."
– Socrates

"I don’t know the key to success, but the key to failure is trying to please everybody."
– Bill Cosby

"All lasting business is built on friendship."
– Alfred A. Montapert

"Without continual growth and progress, such words as improvement, achievement, and success have no meaning."
– Unknown

1617 JFK Boulevard
Suite 1040
Philadelphia, PA 19103
t: 215.732.1940
f: 215.732.1941

Professional Services Customized to Fit Your Needs

Just like human fingerprints, no two companies or clients are alike. Each client has specific business missions, goals, values, cultures, and strategies that make them unique in the marketplace. Lopez and Company recognizes these unique characteristics and understands that individual clients require varying degrees of services. In today's progressive business environment, the "one size fits all" approach to professional services is no longer acceptable. Our professionals provide value-added services that specifically address the unique needs of our clients while building a strong relationship that leads to brilliant results.

David Lopez & Co. is focused on providing quality services in these primary areas:

Assurance & Advisory Services

Our assurance and advisory practice is based on providing the client with efficient, effective, accurate, and attentive auditing and accounting services customized to fit each individual organization's needs. Assurance and advisory services include:

  • Audits, Reviews and Compilations
  • Preparation of Financial Statements
  • Agreed Upon Procedures
  • Tax

    Maintaining a strong knowledge of recent Federal, State, and local tax laws is essential to ensuring the success of business clients. Lopez and Company professionals are experienced in providing tax services to for-profit businesses, not-for-profit entities, and individuals. We will provide our clients with:

  • Tax Planning and Analysis
  • Preparation of Federal, State, and local returns
  • Payroll Tax Compliance assistance

    Changes in the business environment constantly challenge business owners and managers to maintain a high level of efficiency and effectiveness within their organization. Management tasks, such as, understanding and implementing new accounting pronouncements and standards, properly applying technology to business operations, and maintaining a stable corporate environment is becoming overwhelming. Lopez and Company will use its expertise to analyze a company's policies and procedures, suggest ways to maximize the organization's strengths, and play a major role in implementing any changes. We will offer services related to:

  • Establishing Internal Control Policie
  • Developing Accounting and Financial Reporting Policies
  • Outsourcing
  • Recruiting and Interviewing Financial Personnel
  • Developing Business Plans

    In today's environment, the words dispute, litigation, and fraud are becoming more and more common throughout business organizations. Many times clients and their attorneys are in search of an accounting professional who can quantify the financial impact of a litigation action or potential fraud in a clear, concise manner. Our experience allows us to provide management and their attorneys with financial analyses that are accurate, effective, and fully substantiated by relevant documentation. In addition, as a member of the Association of Certified Fraud Examiners, we take part in mandatory training that allows us to stay current on developing issues regarding business enterprises. Our services include assisting our clients with:

  • Loss Profits Analysis
  • Business Income Loss Analysis
  • Shareholder/Partnership Disputes
  • Construction Disputes
  • Fraud Investigations

    Ensuring financial stability takes planning and dedication. Many individuals fail to properly plan for the future and feel as though they have to be "rich" to seek the advice of qualified financial professionals. Our professionals are interested in helping those individuals that are unfamiliar with the various financial planning strategies and products that exist in the marketplace. When providing services, we will review our client's complete financial situation and identify opportunities that can improve their financial well-being. Our professionals can provide clients with:

  • Personal Budgeting Strategies
  • Establishment of "Self Service" Investment Accounts
  • An Education on Various Investing Tools and Products

    In today's corporate landscape, Not-for-Profit organizations are increasingly becoming the major providers of specialized goods and services in our urban and suburban communities. With these increases in services and community exposure, Not-for-profit organizations are constantly challenged by increasingly complex fiscal and budgetary issues as well as often-changing financial reporting requirements. Many times human and capital resources are limited and these not-for-profit organizations are constrained by an organizational structure that makes it very difficult to face these challenges alone. Lopez and Company is experienced in helping not-for-profit entities successfully maneuver these hurdles. Our professionals are highly skilled in providing the services that are desired within the not-for-profits arena. Our services include:

  • Designing and implementing an audit plan that produces financial statements in compliance with Federal, State, and local financial reporting requirements.
  • Assisting with the Budgeting and Financial Projections processes.
  • Assisting with the design of cost allocation plans.
  • Assisting with the review of and compliance with grant requirements.
  • Reviewing and Implementing Internal Control Structure necessary to comply with Single Audit requirements

    Does your company or not-for-profit organization need the skills and expertise of a high-level accounting professional but cannot justify the cost of a full-time fiscal employee or accounting team? As a business decision maker, would accurate financial statements provided in real-time assist in the decision process? Could your organization benefit greatly from the skills of a certified public accountant and masters in taxation but you don’t have one on staff? If you answered yes to these questions, our Outsourced CFO Services team is the solution. Our team specializes in delivering chief financial officer services to our clients in a manner customized to fit your unique needs. Our team assist our clients with the:

  • Development and implementation of a full accounting system;
  • Creation of financial statements;
  • Operational and capital budgeting and forecasting process;
  • Audit, review, and compilation preparation;
  • Annual tax reporting requirements; and
  • Bill paying process.

    It seems in today's environment, customer's desires and tastes change on a daily basis; making today's consumer marketplace a tough place to find success. Because of this, retailers must devise new strategies in order to compete. Our professionals focus on examining the entire consumer products market and identifying the factors that drive our client's business. As a part of our procedures, we design solutions that leverage our client's strengths in order to meet the goals of the organization. Our professionals:

  • Design and Implement an accounting strategy that fulfills the needs of the client.
  • Evaluate Inventory levels and controls.
  • Examine and recommend strategies used to reach new markets.
  • Evaluate financial reporting processes and recommend strategies to enhance reporting efficiency and accuracy.

    Small businesses and entrepreneurs are the life-blood of today's economy. As more and more Fortune 500 companies and other large corporations cut back their workforces and close corporate facilities, individuals are forced to explore other ways to earn a living. Many times these displaced workers find themselves moving to small companies with less than 50 employees or simply following their dreams and starting a business of their own. The United States Department of Labor estimates that more than 75 percent of the country's workforce is employed by small businesses with less than 50 people. In addition, businesses that are less than 3 years old are becoming a major force on the business landscape. For smaller business enterprises, sound financial strategies and systems are critical to survival. Maintaining control over financial management activities and financial reporting is challenging but must be the primary concern of small business owners. Lopez and Company specializes in helping small businesses overcome the obstacles in the marketplace. We provide the small business owner with access to professionals that are skilled in the issues, trends, and financial reporting policies and regulations that affect your business. We can help start up and small businesses:

  • Develop comprehensive business plans used to obtain financing.
  • Obtain audited, reviewed, or compiled financial statements.
  • Train financial management and staff.
  • By acting as a part-time CFO and accounting staff.
  • Create internal control procedures and accounting policies.
  • Create and maintain an efficient accounting system.

    Diversity among business owners is growing at a rapid pace. More than ever, members of our minority communities are taking the steps towards entrepreneurship while changing the face of corporate America. Increased diversity in our business environment is very exciting. Diversity brings new ideas, innovations, business cultures, and business strategies that have been historically overlooked. Programs sponsored by the Federal, State, and local governments are creating more and more opportunities for minority business owners. Programs, such as, the Small Business Association's ("SBA") 8(a) program help minority business owners penetrate the marketplace and reach new customer demographics. Lopez and Company is a minority-owned business; therefore, we understand the obstacles that face many minority business owners. We are committed to helping minority business owners maneuver these obstacles and achieve success by building a strong financial infrastructure and developing the skills necessary to reach all of their goals. We can assist minority business owners:

  • Develop internal controls and a strong financial accounting system.
  • Apply for business certifications granted to minority and women-owned businesses.
  • Develop business plans used to obtain funding.
  • Understand their industries and the marketplace and develop business strategies that will leverage their organizational strengths.
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