WE’LL FOCUS ON THE NUMBERS,
SO YOU CAN GROW YOUR BUSINESS.
We provide quality accounting and advisory services to help clients manage and grow their business.
A Partner for Your Business Goals
With 20 years of experience in the accounting industry, Anna Ortiz is a CPA that works closely with small business owners. Each client presents unique challenges and needs that can only be solved by creating a custom approach. You can expect a one-stop shop for all your accounting needs – from business formation, to tax preparation and everything in between.
Services
Monthly Services
Ongoing accounting services to fit your business needs.
Tax preparation
Personal and business tax return preparation.
A La Carte Services
We offer more specialized services depending on your exact business needs and goals.
Discover How Our Services
Can Help You.
Testimonials
Masha Amelina
Very prompt wonderful service! Anna is very organized and knowledgeable, she’ll give you great advice and will help to save money in a long run. Everyone should have a CPA like her!
Amin R
Anna is extremely experienced, professional, CPA who is very well versed in fund accounting and QuickBooks Online. After going over my accounting needs, she did excellent and timely work. I enjoyed working Anna, and will have additional jobs for her in the future. Thank you for the help!
Blog
What does a trip to an aesthetician have to do with your financials
Tuesday July 25, 2023
A lot of personal care services out there are considered a luxury-skincare routines, facials, trips for micro needling
read more
Don’t let that tax tail wag the (business) dog!
Monday July 17, 2023
I recently had a very productive conversation with a lender contact of mine as we hone in on service offerings for
read more
Behind the scenes-how I use QuickBooks as an accountant
Tuesday July 4, 2023
Behind the scenes-how I use QuickBooks as an accountant Today I want to do something different and lift a curtain on
read more