Dedicated Leaders in Nonprofit Accounting
We offer boutique, comprehensive client accounting and advisory services so you can focus on operating issues affecting your nonprofit organization or business.
What Makes Us Unique
Efficient Systems
We use cutting edge cloud-based software applications that automate accounting processes and provide visibility and access for our clients.
Excellent Service
Each client is supported by a team of accounting professionals including a Team Lead who serves as a dedicated point of contact.
Expert Knowledge
Our team members are all experienced accountants with diverse nonprofit industry experience.
What our clients are saying
Ronald McDonald House Charities of South Florida
The accounting services provided by Waters Ortiz have been an invaluable asset to Ronald McDonald House Charities of South Florida. Their commitment to excellence, industry knowledge, and unwavering support have significantly contributed to the success of our financial management. Their efficient systems have not only saved us time but also enhanced the overall efficiency of our operations. We appreciate the seamless integration and automation that they have implemented to simplify our accounting processes. We receive personalized and responsive support from the entire team. Their attention to detail and precision in handling our accounts have provided us with a clear and comprehensive overview of our financial standing team and helped identify potential areas for improvement, cost saving, and strategic financial planning.
Miami Dade Innovation Authority
I have worked with Amanda Waters, CPA for several years; she is professional, proactive, and extremely knowledgeable. We brought Amanda and the Waters|Ortiz team in at our organization's inception to set us on a path for financial success. They worked diligently with us to implement our accounting software, QuickBooks Online, BILL, BILL Spend & Expense and helped us with the integration between QuickBooks Online and our payroll software. She and her team also set up grant accounting in our accounting software for multiple restricted grants. We consider Waters|Ortiz an integral part of our accounting team, as they provide us with excellent ongoing accounting support, financial reporting, and financial statement audit preparation.
eMerge Americas, LLC – Global Technology Event
Amanda and her team have been a great addition to eMerge. They have gone above and beyond to streamline our processes, improve our day-to-day operations, and even jumped into a project that wasn’t originally in the scope of work. Amanda is a pleasure to work with and we look forward to a long professional relationship.
Friends of The Underline
Roxanne and Amanda with Waters | Ortiz Accounting have become an integral part of our organization. They bring the expertise needed to establish the financial infrastructure that ensures stability and growth. They assist us with all of our accounting needs from outsourced CFO to general accounting projects. With their guidance, we are able to operate with true peace of mind and position ourselves for future funding opportunities.
Banyan Health Systems, Inc.
I have known Roxanne Ortiz, CPA for over twenty years, and she provides exceptional accounting services with timely insights and financial advice. This past year, Roxanne acted as our interim Controller and managed our annual audit from start to finish. Her expertise in nonprofit accounting makes her a valued resource for our Organization.
Habitat for Humanity of Broward
Amanda Waters, CPA provides outsourced CFO and accounting services to our organization and we have benefited greatly from her knowledge and expertise in non-profit accounting. Amanda completely restructured our financial reporting and developed new processes, procedures, and schedules for our organization. She trains and mentors our in-house accountant and provides high-level consulting at a reasonable cost. Amanda gives us accurate financial reporting and peace of mind.
