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Focus Stories

Ortiz CPA & Company Complete Business Solutions

by Susan Shalhoub

Featured Photo from Ortiz CPA & Company Complete Business Solutions

Ortiz CPA & Company Complete Business Solutions, owned by Robert and Brandy Ortiz, is not your typical CPA firm. Many are surprised how transparent Brandy and Robert are and that they enjoy fun and laughter, as well.

The majority of their new business comes from referrals courtesy of their existing clients, a testament to the quality, responsiveness, and relationships they have with each client. Take a look at the testimonials on their website, and you will quickly see that both Robert and Brandy care deeply about their clients.

“Clients are sometimes surprised when we answer the phone live,” says Robert, “or when we call them back minutes after they leave us a message. Or that we’ll drive hours to meet them.”

It’s this level of attention, combined with proven industry experience, that sets the firm apart.

“We really are all about relationships,” Brandy says. “We are forward-thinking, serving in a consulting role and offering more than tax-return preparation, especially in matters of cash flow, revenue, and profit. Once clients have this information, they are empowered.”

Ortiz CPA & Company focuses on ensuring clients make good business decisions on meaningful, accurate, and timely information. They are flexible enough to customize management reporting and financials so that clients are always on the firm footing needed to excel.

Not many small-business owners can afford a full-time CFO. Ortiz CPA & Company can provide this service, using a software system clients can access 24/7 to see a complete picture of their financial health while receiving guidance and advice from both Robert and Brandy. If cash flow is a challenge, Ortiz CPA & Company can help clients effectively manage cash flow and, if necessary, find funding through investors or other means when conventional lending can’t help.

Ortiz CPA & Company has 50 years of combined experience – both corporate and entrepreneurial – paired with keen knowledge of business ownership mixed with a healthy dose of senior management know-how. The firm serves small- to mid-sized businesses in any industry, and nonprofits.

Ortiz CPA & Company can also do compilation and review of financials to meet bank reporting requirements. They do payroll, teach QuickBooks, help with tax planning, and offer virtual CFO services, all with a strong track record of client referrals.
“We are their cheerleaders,” Brandy says, not only for the firm’s clients, but for the students she and Robert mentor at the University of Central Florida, startups, and members of various community networking groups. “We love success stories.”

 

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