About

Mission icon
Mission

To provide high quality accounting and advisory services to clients in an effort to support and educate as they grow their business.

Vision icon
Vision

We strive to become a partner to business owners on their quest for success.

Core values icon
Core Values

To provide exceptional accounting services, we value educating our clients, sound judgment, professionalism and a quality virtual experience.

Anna Ortiz - North Shore Accounting

Meet Anna Ortiz

Anna graduated Northeastern University in 2001 with a degree in Finance and has worked as an accountant ever since, becoming a CPA in 2018. She left her job of 20 years in 2020 which led to the beginning of her career as an entrepreneur.

Clients should think of Anna as their partner in business. Most people believe they need a bookkeeper or a tax prep professional. They don’t really consider having an accounting professional support them in their daily growth. Anna’s corporate background allows her to see the big picture. Business owners deserve to know the deeper meaning behind the numbers and access to better tools to help make better decisions. Knowledge is power.

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Blog

Year-End Preparation for Business Owners: 10 Steps for smoother financial reporting and tax season

Year-End Preparation for Business Owners: 10 Steps for smoother financial reporting and tax season

Monday October 23, 2023

As the end of the year approaches, business owners have a lot on their plates. In addition to managing daily operations

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Things to consider when traveling for business

Things to consider when traveling for business

Monday October 9, 2023

In the world of business, travel is often an integral part of success. Whether you’re jet-setting across the

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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

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