How I can help you

With years of experience in retail management, individual & business taxes, I can assist you with administrative process including record keeping, team building, accounting and technology to help you gain success. 

  • Opened my own Accounting Services office 2yrs 
  • Retail Store Manager 15yrs+ 
  • Tax Professional 14yrs+ 
  •  Leadership, bookkeeping/Accounting, Taxes - Individual and small businesses 
  • Established many steps to excellence to achieve best possible outcomes for our clients
  • Implemented all financial processing, books and records 
  • Recruited, hired and trained personnel, promoted high customer service levels and vendor relatinships
Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Education

 

Business Administration and Accounting

License Life Insurance 

Tax Professional 


Clarita Ortega

Communication Methods

  • In Person
  • Phone