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

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

5 Big Time Myths About Taxes

5 Big Time Myths About Taxes

Friday January 20, 2023

If you run a service-based business, you’ve probably noticed that the last couple of years have brought about major

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When Are My Taxes Due? 2022 Filing & Extension Deadlines

When Are My Taxes Due? 2022 Filing & Extension Deadlines

Friday January 13, 2023

Tax time. A term that individuals and business owners alike are all too familiar with.  Also referred to as “tax

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How Financial Forecasts Can Help Your Business Over The Holiday Season

How Financial Forecasts Can Help Your Business Over The Holiday Season

Wednesday December 14, 2022

No matter the kind of business you own or the work you do, the holidays are a busy time for everyone. From planning the

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