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.

Anna Ortiz

Services

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Service Packages

Just starting out, or a seasoned vet? We offer specialized services depending on your business goals.

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QuickBooks Packages

Just starting out with QuickBooks? Or are you already a seasoned vet? Either way, we can help!

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Additional Services

We offer more specialized services depending on your exact business needs and goals.

Discover How Our Services
Can Help You.

Testimonials

Masha Amelina Headshot

Masha Amelina

5 star review

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 Headshot

Amin R

5 star review

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

Taxes for Hiring Independent Contractors vs. Employees

Taxes for Hiring Independent Contractors vs. Employees

Wednesday December 7, 2022

You probably remember the first time you considered bringing on another set of hands to help run your small business,

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Year-End Checklist for Small Businesses

Year-End Checklist for Small Businesses

Wednesday November 16, 2022

The end of the year is a hectic time for everyone, but business owners especially. The holiday season usually coincides

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The Tax Guide for Self-Employed Entrepreneurs

The Tax Guide for Self-Employed Entrepreneurs

Wednesday November 2, 2022

The Great Resignation during the pandemic resulted in former employees at companies exploring different options in the

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