STRATEGIC Accounting & Consulting offers Virtual CFO Services, Business Plans, Business Consulting, Bookkeeping, Payroll, Tax & Accounting Services.
Businesses and individuals have many choices when looking for CPA services, we ask that you choose Ortiz CPA & Company Complete Business Solutions. We bring honest, exceptional, relentless work to our clients - both individuals and small, mid-sized business owners. We won’t treat you as a number instead, we want to partner with you for life. We want to be there to assist you when challenges emerge, to celebrate successes, to answer every question you have in a timely manner and to always be there when you need us. We are grateful to have lasting relationships with our clients.
Our Company is an innovative hybrid of a CPA Practice plus a Business Consulting Firm with more than 45 years of combined experience in “Corporate America,” small business ownership and senior management. We are excited about being able to assist entrepreneurs in their business ventures. We are a full-service business partner with the ability to provide professional service and assistance for small and mid-sized businesses from formation to interim CFO/Controller services; as well as bookkeeping, strategic business consulting, QuickBooks training and implementation, strategic and proactive tax planning and preparation, complete accounting services, budgeting, forecasting, financial reporting, financial analysis, and so much more. Our objective is to partner with small and mid-sized businesses in every aspect of their business evolution by offering technical expertise and quality client service.
We pride ourselves in uncovering the right answers for you to meet your needs and goals. We will devote the extra efforts to enhance profitability for your business, to help you become a stronger leader or competitor in your industry/territory. We will collaborate on which path to proceed to accomplish your established goals and objectives. We will relentlessly progress in offering the best possible services to our clients.
Our energetic, friendly and personable team proudly serve both English and Spanish speaking clients. We will be happy to set up an appointment to learn more about you and how we can help you. The initial consultation is free and we will guarantee you will be heard and not hurried during the consultation. We want to ensure we understand your needs. Call us now or set up an appointment via the form to the right to begin our lasting friendship - based on mutual trust and respect - with any of the services we provide!
"We are dedicated to our business partners by providing professional, trustworthy solutions today to ensure your success tomorrow."
The leader in Virtual CFO Services.
Maximize Cash Flow * Minimize Tax Obligations * Succession Plan Focused
Hybrid concept providing an Innovative Approach, Real Time Information, Forward Thinking and Relationship Focused.
Bookkeeping Services
Bill Payment
Payroll Services
Setup Accounting Formation
Bookkeeping
Accounting Services
QuickBooks Training
Start Up Business Set-Up
Payroll Tax Filings
Sales Tax Filings
Financial Reporting
Accountant & Virtual CFO Services
Internal Controls
Cash Flow Management
Management Accounting
Process Improvements
Business Growth
Product Targeting / Pricing
Business Plans
Business Structure
Virtual CFO Services
Tax Returns
Budget Preparation
Compilations
Reviews
Due Diligence
IRS Tax Problem Resolution
Strategic Business Planning
Peak Tax Efficiency
Strategic , Proactive Tax Planning
CFO / Controller Services
