Mission
To provide high quality accounting and advisory services to clients in an effort to support and educate as they grow their business.
Vision
We strive to become a partner to business owners on their quest for success.
Core Values
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.
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Blog
Webinar Alert! Entity Election Webinar
As you know It’s been an incredibly busy year for North Shore Accounting Services. Don’t miss our newest webinar “Things to Consider when making an S -Corp election”. I developed this webinar with my partner, Sarah Tatum as part of our newest venture: a boutique, virtual-CFO & strategic advisory firm aimed at helping business owners […]
5 Tax Tips for Last-Minute Filers
Retirement Planning for Small Business Owners: Exploring Your Account Options
