Accounting

abacus

E.C. Ortiz & Co. professional team work closely with you to professionally structure your accounting and bookkeeping processes so you can easily access and produce the financial information you need, when you need it.

Our accounting services provide thorough, critical analysis, and accurate reporting to allow you to evaluate your financial health and realize your business goals. To support your accounting needs, we can handle all your accounting tasks so you can concentrate on running your business.

We provide the following accounting services:

  • Financial statement preparation and compilations
  • Bookkeeping
  • Full-Service Payroll processing
  • Part-time CFO Services and Accounting Assistance
  • Business registrations
  • Cost Reporting

Financial Statement Preparation

We will prepare your financial statements pursuant to a financial reporting framework. We take time to review all accounting data with you throughout the year to offer insights and help you understand the story behind the numbers and so you can make decisions to help you realize your business goals.

Bookkeeping

Accurate record keeping is necessary to run a business but this can be complicated and time consuming. You can outsource your bookkeeping tasks to us from recording daily transactions, issuing invoices, paying bills, bank reconciliation, account reconciliations, filing sales tax information, and more. You can rely on our professional staff to provide you accurate information for your business needs. Our knowledge in QuickBooks is an asset to many of our business clients who use the program for accounting records.

Full-Service Payroll Processing

We will handle all your payroll needs including check processing, direct deposit, W-2 and 1099 processing, preparing and reporting quarterly and annual payroll taxes. Use your staffs more efficiently by letting us handle your payroll for worry free processing and filing of reports to government agencies.

Part-Time CFO Services and Accounting Assistance

Hiring a full-time CFO is expensive. If you need a financial advice but cannot afford a full-time CFO, we have a solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. By hiring us for Part-time CFO, you can better understand the financial side of your business so you have less surprises and more control over your money. This will save you time, money and effort so can focus on new services, new customers and other core business issues.

Business Registrations

We can help you prepare and file all required state and local licenses and permits, prepare and file your application for your Federal Employer Identification Number, provide payroll and payroll tax filing when you bring on your first employee, and comply with employment laws so you don’t get hit with fines and unhappy employees.

Cost Reporting

We prepare Medicare cost report packages and statistics of Home Health Agencies and Hospices for submission to government agencies.