Accounting Services

Your Complete Nonprofit Accounting Solution

Waters Ortiz is a boutique firm specializing in accounting and advisory services for nonprofits. Our expert team delivers efficient, stress-free solutions that help organizations focus on their mission with confidence and peace of mind.

What Makes Us Unique

Efficient Systems

We use cutting edge cloud-based software applications that automate accounting processes and provide visibility and access for our clients.

Excellent Service

Each client is supported by a team of accounting professionals including a Team Lead who serves as a dedicated point of contact.

Expert Knowledge

Our team members are all experienced accountants with diverse nonprofit industry experience.

Your Trusted Business Partner

As an integral part of your team, we provide ongoing guidance and personalized support to help you navigate your finances with confidence. Our collaborative approach ensures you have the expertise you need, when you need it, creating a clear path toward your financial goals.

Personalized Service

We take the time to truly get to know your organization—its culture, goals, and challenges.

Responsive Support

You can count on quick responses and clear guidance whenever questions arise.

Regular Check-Ins

We stay closely connected, keeping you informed and offering ongoing support.

Long-Term Commitment

We’re not just here for today—we’re dedicated to supporting your nonprofit for the long haul.

Strategic Nonprofit Insight

Beyond The Numbers

Donations

Capture and track restricted donations and event revenue with ease.

Grant Fiscal Management

Effectively budget and track grant funds, satisfy funding requirements and report on your progress.

Best Practices

Thoughtful recommendations to strengthen your organization’s accountability, transparency, and internal controls.

Meaningful Reporting

Clear financial reports with key insights that help you make informed decisions.

Board Presentations

Thoughtful, informative updates to empower your board with the financial clarity they need.

Budgeting & Forecasting

Analyze your short and long-term goals with confidence, ensuring you stay on track.

Cash Flow Forecasting

Gain clarity on cash flow, so you can anticipate fluctuations and manage resources with ease.

Investment & Banking Advice

Receive expert guidance on managing cash and investment policies for better financial outcomes.

Audit Management

Stress-free preparation and seamless communication with auditors for a smooth audit process.

Bill Payments

Streamlined electronic approval systems for faster, smoother payments.

Expense Management

Purchase cards with controls to keep spending in check while offering security and flexibility.

Payroll Processing

Precise payroll management, aligned with your staffing needs and plans.

990 Liaison

Work with your tax accountant to support the timely filing of your Form 990.

Capital Campaigns

Track dollars raised and spent on capital projects to properly manage funds and report campaign progress.