What We Offer

Customized Accounting Solutions

At Waters | Ortiz Accounting, we specialize in client accounting services, audit preparation, software integration, and CFO advisory. We will analyze your accounting outsourcing needs and tailor a solution that is right for your nonprofit or business.


Client Accounting Services

• Software Implementation & Training
• Ongoing Accounting & Bookkeeping
• Monthly Reconciliations & Review
• Payroll Set Up & Processing
• Automated Bill Pay Using Bill.com
• Quickbooks Online Certified Pro Advisors
• Year End 1099 Reporting

Outsourced CFO

• Financial Statement Preparation & Presentation
• Audit Preparation & Readiness
• Budgets & Projections
• Grant Compliance & Reporting
• Accounting Policies & Procedures
• Financial Assessment
• Coaching & Training for Your Accounting Team


Ready to discuss our customized accounting solutions for your business?