A powerful team backing your business

Our team

Sarah Tatum

Sarah has over 10 years of accounting experience and has been a Principal at Tatum Accounting since 2020.  Sarah is an Enrolled Agent with the IRS and holds a bachelor’s degree in accounting from Florida Atlantic University. Sarah focuses on providing tailored, efficient and comprehensive accounting and tax services to clients, allowing her to advise on the critical decisions affecting client growth and success. Sarah is the host of the Cocktails and Capital Podcast.

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Anna Ortiz

Anna Ortiz has been the Principal at North Shore Accounting Services since late 2020, but she has been in the accounting field for over 20 years. Anna graduated Northeastern University in 2001 with a degree in Finance and has worked as an accountant ever since, becoming a CPA in 2018. Anna focuses on helping service-based businesses make sense of their numbers, set and achieve their business goals by providing quality accounting, tax and advisory services. Anna is passionate about educating her client base, because let’s face it-knowledge is power. Anna is the host of the Growth Advisor Podcast.

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