Financial Goals and Easy Bookkeeping

Do you need guidance with cash flow management? Do you need some ideas on how to increase your revenue? Do you feel like you’re missing opportunities to maximize profit? Are you a non-accountant looking for tips and tricks to help you easily maneuver through QuickBooks? If so, you need to attend this workshop!

What you will learn in this seminar:
Cursory review on the following three goals:

  • Using QuickBooks On-Line / Chart of Accounts
  • Managing Cashflow & Forecasts
  • Maximizing Sales & Profits

Presented By:
Robert and Brandy Ortiz, Partners
Ortiz CPA & Company
Complete Business Solutions

Robert and Brandy Ortiz bring more than 50 years of combined experience in small business ownership and senior management, in accounting, finance and management roles.

Brandy is an advanced user in QuickBooks proficiency, and a Certified Financial Operations Specialist.

Robert received his BBA from the University of Texas at Arlington, and has a CPA license in both Texas and Florida.

Our affiliations: AICPA, FICPA, TSCPA, Several Chambers of Commerce


UCF Business Incubator
111 E. Monument Ave.,
Suite 401
Kissimmee, FL 34741

May 31, 2017
3:00 PM – 4:30 PM

Event Contact:
Pamela Turlington



Save My Seat (Kissimmee)

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