It's time to streamline your financial operations & gain clarity on your business performance.
We’re here to help.
Accounting
We provide comprehensive accounting services with accurate and detailed financial reports to help you streamline your financial operations and gain clear insights into your business performance.
What this includes:
Fundamental financial reports (Balance Sheet, Profit & Loss, & Cash Flow Statement) every month.
Customized reports to help bring clarity and insight to your industry.
Consultations to analyze and interpret your business performance.
Advise on what action steps to take to improve your company.
Bookkeeping
Our bookkeeping services keep your financial records organized and compliant. We handle transaction recording and provide detailed monthly and annual financial reports, breaking down financial strategies and business performance.
What this includes:
Recording and proper categorizing of financial transactions.
Reconciling bank and credit card accounts.
Recording and tracking of outstanding invoices and bills (software costs included).
Collecting and organizing relevant business documents and receipts.
Tax Services
Our expert tax advisory services provide strategic guidance to optimize your tax situation and ensure compliance with IRS requirements.
What this includes:
Preparing and filing of business and individual tax returns.
Preparing annual 1099 forms.
Preparing and filing of applicable state tax returns.
Preparing and filing applicable sales tax forms.
How it works:
1. INQUIRE
Fill out the inquiry form with your specific needs. We’ll reach out as soon as possible to discuss how we can best work together.
2. collaborate
We'll work closely to understand your unique needs, educate you on accounting and tax essentials, and develop effective financial strategies.
3. FOCUS ON WHAT YOU DO BEST
Concentrate on running your business while we handle your accounting, bookkeeping, and tax needs.
Frequently Asked Questions
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We specialize in serving realtors, lawyers, and artists. We have in-depth knowledge and experience in navigating these industries' unique financial challenges and opportunities.
Our personalized approach, commitment to educating our clients, and strong focus on quality set us apart from other CPA services.
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Yes, all of the services we offer, including accounting, bookkeeping, and tax services, are available to our clients. However, not every client will require all of these services, and we do not guarantee that every client will receive all services listed. Please note that tax services are only offered when included with our accounting and bookkeeping services.
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Our fees are structured based on the complexity of your business and your tax situation. Please inquire for a pricing estimate.
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Simply fill out the inquiry form and we will be in touch as soon as possible!
Please use the form below to inquire about working with Ben Ortiz CPA.