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  • Robert Ortiz, CPA

    Partner

    407.725.4401

    Robert has an active Certified Public Accountant (CPA) license in the state of Texas, issued in July 1995, and an active CPA license in the state of Florida, issued in October 2016.  Robert began his career in public accounting in January 1993 with the largest public accounting firm in Dallas, Texas and subsequently worked with the largest accounting firm in Fort Worth, Texas. Robert progressed into his career in both small and large global companies in both the private and public sector. These varied companies, which has been where he has gained his expertise of accounting and business practices, afforded him the opportunity to prove his motivation and professional skills to earn the position as a Financial Controller. While working as a Financial Controller, Robert supervised teams of up to 27 accountants for global companies with as many as 18,000 employees. Having gained such experience, Robert has encompassed a passion to use what he has learned throughout his career to work with and assist businesses and individuals, so he became a Partner with Ortiz CPA & Company Complete Business Solutions.

    Robert worked in all facets of accounting throughout his career, including Audit, Cost, Financial, Managerial and Tax.  He has extensive knowledge in GAAP (Generally Accepted Accounting Principles), auditing, cost, financial and managerial reporting/accounting.  Robert has achieved numerous accomplishments throughout his career and has personally brought in, or saved over six million dollars in revenue or cost savings, resulting in direct profit impact.  Robert has significantly improved over 60 processes he was responsible for by enhancing the quality, effectiveness and simplicity of the processes.  Robert has led many projects and audits, including transitioning shared services from the Company’s headquarter to his site, saving more than $600,000 in labor costs along with improved processes.

    Robert also speaks Spanish, has contributed hundreds of volunteer hours and proudly served in the United States Air Force during 1985 – 1989. Additionally, Robert is a member of the American Institute of Certified Public Accountants (AICPA).

    Let Robert become your CPA and business advisor for your business as his experience in working with several companies throughout his 25 years in all facets of accounting has allowed him to know what successful companies do to stay competitive and profitable. You will not only have the opportunity to have Robert’s experience benefit your business or individual needs, but Robert prides himself on maintaining lasting friendships with his clients throughout his exhilarating and insightful journey of life.

     

  • Brandy Ortiz

    Partner

    407.961.0000

    Brandy began learning the true definition of work ethic at the age of 12. She is grateful to have had the opportunity to work side by side with her father for a couple of decades, who was a successful entrepreneur in the restaurant business, being featured in Inc. Magazine two years in a row as one of the fastest growing small businesses in the nation.

    Brandy began a very active role in restaurant management beginning at the age of 16. By the age of 18, and immediately following Brandy’s high school graduation, she earned the position of Assistant Manager in the fast food restaurant industry. She was the recipient of the Night Manager of the Year Award at the age of 19, competing with 36 other restaurant Night Managers, due to her ability to increase sales over previous year’s sales, achieve sales levels over forecasted sales budgets and minimize costs. Brandy quickly climbed the ladder and earned the title of Restaurant Manager, then onto becoming a Multi-Unit Supervisor. She heightened her experience in the restaurant business by managing multiple fast food restaurants as well as full service restaurants. The various restaurant types were also franchised and independently owned. During her tenure, Brandy gained expertise in many facets of the restaurant industry; including event and banquet coordination, which she was able to add $250,000 in annual sales during the first start-up year in operations for a multi-million dollar full-service restaurant. She also gained extensive experience in creating and implementing training systems, maximizing revenue, minimizing food and labor costs, minimizing employee turnover, minimizing workman’s compensation related cases and many more areas that are crucial for success in the restaurant industry.

    Brandy incorporated her restaurant management experience into working within the accounting side of the industry. She perfected her ability to locate operational issues which were occurring at the restaurant level by analyzing the financial statements. Brandy ultimately became the Accounting Manager for a Franchisee whom operated 30 fast food restaurants and 3 full service restaurants. She successfully supervised a team of 5 Accountants during her tenure placing emphasis on cash flow management, multiple state: sales and alcohol tax reporting, payroll tax reporting, preparing sales forecasts, enforcing cost minimizing procedures and much more.

    Brandy used her management and accounting skills and became a licensed realtor in the state of Florida. Due to Brandy’s drive and motivation to inspire others, she quickly became a certified national sales trainer for a global real estate company. She earned the position of Recruiter/Training Director and was able to effectively recruit and train her team, which resulted in a 300% increase in the number of licensed realtors within her first year.

    Along her travels, Brandy has been an owner/operator in numerous businesses all of which she was fully responsible for all aspects of accounting and financial reporting. These businesses were in varied industries from a multiple-unit retail company, a multiple-unit service provider company, a video distribution company and a candy manufacturing company. Brandy’s ability to lead and motivate people, successfully operate small businesses as well as managing the accounting and financial side has inspired her to use her experience to become a Partner in Ortiz CPA & Company Complete Business Solutions. Brandy has also obtained her Financial Operations Specialist Certification (Summa Cum Laude), Financial Operations Certification (Summa Cum Laude), A.A. Degree (Summa Cum Laude) and is finalizing her B.A. in Accounting Degree at the University of Central Florida. Brandy also has the ability to provide Notary Services. Brandy’s drive to help others succeed in their business ventures, be actively involved with the community and develop lasting relationships is certainly cause for you to allow her to work for you.