Ron Ortiz

Ron Ortiz brings over two decades of entrepreneurial success and tech-forward thinking to our clients, coupled with a foundation in business management, financial planning, and taxation.

After earning his degrees in business and information systems management, followed by an MBA, Ron turned his expertise towards tax preparation in 2006, becoming a licensed Enrolled Agent adept at navigating IRS audits and collections.

His professional journey is marked by a commitment to empowering small business owners, identified by the launch of Balance Sheet Insights.

As a QuickBooks Certified ProAdvisor, Ron distinguishes himself not just by managing transactions but by offering strategic advisory services aimed at business growth.

Drawing from his firsthand experience of building and selling a successful business, Ron provides his clients with a clear vision and actionable insights, focusing on what truly matters for their business’s prosperity.

His approach is personalized, building close relationships with business owners to tailor financial strategies that align with their aspirations and financial objectives.