GUIDING SMALL BUSINESS OWNERS TO

FINANCIAL SOLUTIONS

THAT ARE RARELY DISCOVERED

GUIDING SMALL BUSINESS OWNERS TO FINANCIAL SOLUTIONS THAT ARE RARELY DISCOVERED

Hi.

My name is Alexis Perfecto. 


I’m the principal of Perfecto Financial and my goal for this company is simple: 


To be an advocate for small businesses and help their owners by limiting the challenges they face with payroll costs and cashflow.  


I help them discover creative solutions to their problems not just so they can profit, but so they can thrive.  


Over the course of a sales career spanning almost 20 years, my efforts have evolved into offering multiple financial services across multiple brands.  


It’s allowed me to position myself as an invaluable asset to small business owners by helping them increase profitability often with solutions to problems they didn’t even know they could solve.


For instance, just last year in 2025, I discovered a little known opportunity for businesses whose W-2 employees customarily receive tips and gratuities and it’s been available for over 30 years.


Businesses like restaurants, bars, coffee shops, nightclubs, hotels, salons and spas; any business in the food & beverage or hospitality space or which normally receives tips from its customers…


There’s an opportunity for most of these businesses, if they qualify, to recover a portion of the money they paid toward the FICA taxes on the tips their employees earned.  


I’m sure this sounds like money that could really help your business right now.  


It can help you hire more workers or increase wages, invest more in promotion or just purchase food, inventory, supplies, or equipment.  


Quite honestly, you can do whatever you like with it because it was your money to begin with.


And there may be other payroll and HR challenges that a business might face that I may be able to find a solution for.


Or maybe you just need to make payroll or expand and you need time-sensitive working capital.  


There are lenders who are willing to fund your business when your bank won’t and you need the money the most…often within 1-2 days.   


And I’m proud to say that every solution that I offer delivers either a measurable net savings or an outright timely infusion of cash to the business so opportunity cost is never an expense you pay.  


This of course is my personal brand.  


I may have reached out to you in a variety of ways, but the message is the same.  


Give me an opportunity to subtract problems from your life as a business owner and I promise you will have greater clarity on what your brand is capable of.


I invite you to discover some of the solutions I recommend.  


Reach back out to me by booking a call, email, or by calling 9-7 PST.


Thank you and I look forward to working together.


Bye for now.


Not a tax professional. For informational purposes only. No financial advice is being offered on this website as advice cannot be tailored for businesses without a professional consultation. Reading any material does NOT create a client-advisor or business relationship. Always consult with our licensed tax professionals experienced in recovering general business tax credits.

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