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    Ayn Llopis

    Accountant | Tax Strategist | Virtual CFO | Founder-ACTvisory | Passionate about helping leaders find clarity in their KPIs

    Ayn Llopis is the Founder and CEO of ACTvisory, an accounting, consulting, and tax firm based in the Dallas-Fort Worth Metroplex.12 Here's a comprehensive overview of her professional background and accomplishments:

    Professional Experience

    Ayn Llopis has over 25 years of experience in the private sector accounting industry.2 Her current roles include:

    • Founder & CEO at ACTvisory (since 2020)
    • Tax Strategist at ACTvisory
    • Virtual CFO at ACTvisory
    • Business Consultant at ACTvisory

    Prior to founding ACTvisory, she held positions such as:

    • CFO at Senior Care Excellence (August 2013 - March 2020)
    • Controller at SNF Advisors II LLC (2020)

    Expertise and Services

    Ayn specializes in:

    • Full-cycle accounting and financial reporting
    • Process improvement
    • Training and cleanup of financial processes
    • Tax strategy and preparation
    • Virtual CFO services
    • Business consulting

    She is known for her ability to simplify complex financial processes and provide actionable insights to enhance business profitability.2

    Achievements and Recognition

    • Helped a client reduce overall expenses by 32% through strategic financial insights
    • Transitioned a non-profit client's general ledger system from server-based to cloud-based, improving real-time financial visibility
    • Converted 6,800+ vendors to an electronic payment system, reducing manual check processing time by 63%
    • Digitized 85,000+ records using a cloud-based platform
    • Nationally recognized as Woman of the Year by the American Business Women's Association2

    Education

    • Master of Business Administration (MBA) from The University of Kansas School of Business (2018-2022)
    • Master of Arts in Human Resources Management and Services from Amberton University (1998-2001)
    • Bachelor of Science in Finance from Louisiana Tech University (1993-1997)1

    Professional Affiliations

    • Member of the National Small Business Association Leadership Council
    • Annual Filing Season Participant
    • Approved IRS tax preparer2

    Ayn Llopis is passionate about helping leaders find clarity in their KPIs and educating business owners on how to save and make money.13 Her approach combines financial expertise with a focus on empowering and supporting fellow entrepreneurs, particularly women in business.3

    Related Questions

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    What are some of the key achievements of ACTvisory under Ayn Llopis' leadership?
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    Ayn Llopis
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    Location

    Dallas-Fort Worth Metroplex