To provide high quality accounting and advisory services to clients in an effort to support and educate as they grow their business.
We strive to become a partner to business owners on their quest for success.
To provide exceptional accounting services, we value educating our clients, sound judgment, professionalism and a quality virtual experience.
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.
Discover How Our Services
Can Help You.
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 operationsread more
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 needlingread more