MEET YOUR new TRUSTED ADVISOR

We do things differently

My aim is to give advice that makes a significant difference in your business and personal finances. I do this by creating a customized package of services that meet your specific needs. I focus on identifying the root cause of the problems you are struggling with and develop systematic solutions that permanently eliminate them.

 

Your Experience Includes:

  • 100% remote capability

  • Customized services to meet your needs

  • One-on-one consultations

  • Responsive support for all clients

  • Advice drawn from over 20 years of experience

What to expect

when working with Ortego CPA Firm

My goal is simple: to provide a superior experience that encourages clients to return for a variety of financial services for years to come.

GETTING STARTED

When you first reach out, you can expect a quick, friendly conversation as I analyze your needs. I’ll either provide you with a quote during our first phone call or schedule a follow-up appointment after reviewing the additional information needed to give an accurate estimate.

Next Steps

To provide the quickest and most efficient service, I’ll provide a strategic game plan with set tasks, expectations, and delivery dates for each of us. This experience requires teamwork and open communication to ensure a thorough result, so expect a few phone calls or emails periodically.

Ongoing Relationships

Many clients require services on a monthly, quarterly, or annual basis. The timing of these recurring services is agreed upon in advance and may be determined by filing or reporting deadlines. Clients benefit by having friendly reminders to initiate and complete these services on time, avoiding any potential penalties and interest charges that may otherwise be incurred.

“MY COMPANY HAS USED BEN ORTEGO FOR OUR BOOKKEEPING AND ACCOUNTING SINCE OUR INCEPTION AND WE ARE MORE THAN PLEASED WITH HIS SERVICES… ”

— JOYCELYN U., CLIENT