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Professional Services

Professional Services Accountant

Herman P Ortiz CPA PC is in the professional Service industry and we have firsthand knowledge of what obstacles professional service businesses face and how to overcome them.  

Your biggest challenge is running the day-to-day operations while servicing your clients.  Managing the business and finances is stressful and time consuming.  We want to help you get back to what you love – Your clients!

Our clients vary in size from individuals/solo Practitioners and small businesses to mid-size businesses.   

We have experience servicing the following professional services sectors:

  • Advertising Consultants and Agencies
  • Architects and Engineers
  • Accountants and Accounting Practices
  • Commercial insurance and bonding brokers
  • Consulting firms
  • Digital and Social Media Consulting Firms
  • Doctors/Dentist and medical firms
  • E-Commerce
  • Financial firms and Consultants
  • Management firm
  • Law Firms and Solo practicing Attorneys
  • Talent Agencies
  • Technology Firms
  • Website Developers, Designers and Consultants.

Our Professional Services include:

  • Identifying the most advantageous form of professional practice (sole proprietorship, C-corporation, S- Corporation, partnership, Limited liability company or limited liability partnership)
  • Setting up accounting information system (Quickbooks or Xero)
  • Accounting/Bookkeeping services to keep your financial statement reports in order.  Accounting is the mitochondria (powerhouse) of your business information
  • Payroll Services and compensation planning
  • To avoid tax surprises, we provide Quarterly tax planning for your business and the owners.
  • We prepare annual business tax returns and individual returns.
  • We provide audit support for annual insurance audits (General Liability and Workers Compensation)
  • We provide business consulting to help grow your business.
  • Litigation support, dispute resolution & Forensic accounting
  • Assurance services- Certified Audits, Reviews or Compilations

For more information about “Professional Services” services please fill out the contact form below. 

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a consultation to determine how we can best serve you.