What We Offer

Streamlined Accounting Solutions

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

Our Mission

At Waters | Ortiz, it is our mission to be our client’s most trusted business partner by providing outstanding client service and expert professional advice.

Client Accounting Services

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
Advisory Services


  • Outsourced CFO
  • Financial Statement Preparation & Presentation
  • Audit Preparation & Readiness
  • Budgets & Projections
  • Grant Compliance & Reporting
  • Accounting Policies & Procedures
  • Accounting System Evaluation
  • Coaching & Training for Your Accounting Team
Technology Partners

Technology Partners

QuickBooks ProAdvisor Elite provider
Karbon Practice Management Software


Ready to discuss our streamlined accounting solutions?