Executive Services

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There When

You Need Us Most...

As an accounting firm, our professionals spend a tremendous amount of time protecting our clients’ assets such as cash, buildings, and equipment. Our clients are successful executives, entrepreneurs, athletes, and entertainers that have the luxury of purchasing almost anything that they desire. But no matter your level of success, the only asset that cannot be purchased is TIME.

Time, just like any other asset, is valuable. Not only is it valuable, many times, it is limited. In today’s fast-paced environment, we have seen this asset become more elusive to our high-velocity clients. Therefore, Lopez and Company has expanded our Executive Services Team to address the time needs of our most successful clients.

The Lopez and Company Executive Services Team is dedicated to helping our individual, sports & entertainment, and C-level clients save time. Time is money and our team provides our clients with the ability to create a customized service plan that allows them to allocate their valuable time resources towards activities that earn them revenues; such as business development, client service, and personal training and conditioning.

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Our team members are certified public accountants, licensed real estate professionals, degreed hospitality professionals, and business management consultants trained in the art of lifestyle management assistance. In addition, all of the personnel, tools, and assets used to provide our services are employed and owned by the firm. Our customized service plans include:

  • PERSONAL FINANCIAL MANAGEMENT;
  • PERSONAL AND CORPORATE BILL PAYING;
  • REAL ESTATE MANAGEMENT;
  • PRIVATE JET SERVICE
  • OTHER HIGH-LEVEL TASKS.

If you are interested in discussing how the Executive Services Team can develop a customized service plan for you or your organization, contact us today at 215.732.9196 or email our team at executiveservices@davidlopezcpa.com.

the right choice

In Accounting Professionals

Here's to the start of a long-lasting, fruitful relationship!