Overview
Betty Lopez is a member of the Family Office Services practice at Kaufman Rossin.
She assists clients with financial statements, budgets and forecasts, and consolidated investment holdings to show a complete picture.
Prior to joining the firm, Betty worked for a large electronics manufacturer where she performed in-depth credit and financial analysis on new and existing customers to determine recommended credit limits, and trade and bank references.
She earned her Bachelor of Accounting and Master of Accounting from Florida International University. She is also fluent in English and Spanish.
Betty is certified in QuickBooks Online, Bill.com and Xero.
Education
Bachelor of Accounting, Florida International University
Master of Accounting, Florida International University
