Bookkeeping And Consulting Services

Balance Sheet Insights provides bookkeeping and consulting services to small businesses in Las Vegas. Enjoy expert bookkeeping, advisory, data analytics, and forecasting, from our highly experienced team.

Who We Are

Balance Sheet Insights is led by father and son duo, Ron Ortiz and Ronnie J. Ortiz. Their wealth of bookkeeping and consulting experience ensures that you get some of the best business support available in Las Vegas.

Ron Ortiz

President

Ron is a successful entrepreneur with over 20 years experience in business and technology. He has held numerous positions covering all facets of management and has extensive experience in business structures, financial planning, proper accounting and bookkeeping methods, and taxation. He earned his undergraduate degree in business and information systems management in 1998 and a masters degree in business administration in 2000.

He began preparing tax returns in 2006 and is a licensed Enrolled Agent. He routinely represents clients in audit and collection cases with the IRS and can assist with state and local taxing authority issues as well. He is a member of the National Association of Tax Preparers, and a QuickBooks Certified ProAdvisor.

Ronnie J. Ortiz

VP, Consulting & Analytics

Ronnie is a graduate of Marquette University, where he earned a dual undergraduate degree in Finance & Accounting (Honors). He completed his tax internship with Bakertilly and is currently attending the Mendoza College of Business at Notre Dame University where he is pursuing a Masters degree in Business Administration. He is currently a CPA candidate pursuing his licensing in California and Nevada.

 

Ronnie specializes in financial modeling and analysis and has a particular interest in working with small business entrepreneurs. He is also a top-rated national finance tutor working with business students throughout the US and abroad.

Expert Bookkeeping And Consulting Services

Balance Sheet Insights is your go-to for comprehensive bookkeeping and consulting services in Las Vegas. We can help with tax return filing and tax planning for individuals, C-corporation, S-corporation and partnership tax return filing, bookkeeping and financial statement preparation as well at these services:

Bookkeeping Clean Up

Bookkeeping Catch Up

Bookkeeping Services

Payroll Services

Tax Preparation

Financial Modeling

Business Advisory

QuickBooks Consulting

Industries We Work With

Our bookkeeping and consulting services extend to businesses across multiple sectors in Las Vegas, including but not limited to:

Professional services firms

Real estate firms

Startups and entrepreneurs

Physician practices

High-net-worth individuals

Need Bookkeeping And Consulting Services?

Let our team at Balance Sheet Insights support you with all your bookkeeping and business needs.

bookkeeping and consulting services

A Personalized Approach

At Balance Sheet Insights, our approach revolves around personalized service. We pride ourselves on being a data-driven firm, utilizing insights to tailor our bookkeeping and consulting services for your unique financial success.

You can trust our staff’s expertise, as they participate in continuing professional education classes offered by local chapters of national tax and accounting associations to keep up with the ever-changing tax law and apply those learnings to your business.

Technology & Tools

We use QuickBooks Online and some of the best accounting software to sync our bookkeeping and consulting services with your business.

You’ll benefit from real time access to financial records, accurate bookkeeping, and automations that save time and money.

Privacy & Security

We prioritize the security of your financial information and employ stringent measures to ensure the confidentiality and integrity of your sensitive data.

Our commitment to privacy and security means that your financial information is handled with the utmost care and safeguarded against unauthorized access when making use of our bookkeeping and consulting services.

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