Empowering growth through expert financial planning and analysis
Advisory
Entity Election
S Corp Expertise
Lender & Investor Packages
Our Approach
Combining decades of experience with detailed analytical software, T&O can provide data about your business and how it grows. From the most granular expense line to the most significant goal you can dream of, we’ll help you learn where your company has been and take you to a growth level you never thought you could achieve.
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Meet the Team
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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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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.
Why People Love Working With Us
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They are one of the best choices we’ve made for our business. Not only are they professional and affordable, but they listen to our company’s needs and provide valuable insight.
Heike Seitz, President of Seitz Construction Service
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The individual attention we received made us feel like more than just another client at a big accounting firm, we felt like our business mattered!
Mike Carr, Anna Jean Salon & Boutique
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Timely, easy to communicate with and very efficient. I have been blown away by their knowledge and fast communication
The Reel Harbor Theater
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