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WE PROVIDE QUALITY ACCOUNTING AND ADVISORY SERVICES TO HELP CLIENTS MANAGE AND
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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
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ACCOUNTABLE PLANS FOR S-CORPS AND PARTNERSHIPS

Monday April 22, 2024

The topic of accountable plans comes up quite a bit in my day-to-day
conversations with clients. Most often it’s

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Accounting Business


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

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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