Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Teacher

JOSE R. ORTIZ, CPA, CTC

Miramar,Florida

Summary

Certified Public Accountant and Certified Tax Coach with nearly 20 years of professional experience. Seeks to leverage accounting and tax expertise for Accountingfly.

Founder of The Scale Collective, which focuses on creating customized tax reduction strategies for small business owners and real estate investors, and wholesalers. Prior to focusing on tax planning, provided bookkeeping, tax, and advisory services for small business clients.

Former accounting software implementation specialist and highly technical experienced user of QuickBooks, Xero, Lacerte, TaxDome, and more.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Founder

The Scale Collective
Miramar , FL
10.2017 - Current
  • Identified legal tax savings and recommended ways to improve profits utilizing over 200 plus tax reduction strategies. .
  • Created customized, proactive tax strategies to help clients reduce their tax obligations by at least $10,000 on average.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Collected and reported monthly expense variances and explanations.
  • Oversaw bookkeeping month-end and year-end closing.
  • Analyzed financial data to assist in budget creation and forecasting.
  • Reported financial data and updated financial records in ledgers and journals.
  • Facilitated communication between clients and tax authorities.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Established and oversaw QuickBooks and Xero accounting systems to reflect accurate financial records.
  • Strengthened communication skills through regular interactions with others.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Oversaw monthly/quarterly reconciliations and correction of issues with financial records.
  • Maintained excellent financial standings by overseeing and mentoring bookkeeper staff to process business transactions.

CEO

Potencia Technologies Corportaion
Miami, FL
04.2020 - 05.2022
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Cultivated company-wide culture of innovation and collaboration.
  • Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
  • Monitored key business risks and established risk management procedures.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Managed financial, operational and human resources to optimize business performance.
  • Established foundational processes for business operations.
  • Maintained P&L and shouldered corporate fiscal responsibility.

Accounting Implementation Specialist

MAGAYA CORPORATION
Miami, FL
01.2012 - 01.2018

  • Demonstrate accounting expertise by serving as internal subject matter expert related to Magaya’s Accounting module - General Ledger, Accounts Payables, Accounts Receivables, and Commerce-related transactions.
  • Leverage skills in interpersonal activities through the development and nurturing of business relationships within Magaya’s customer base to facilitate a sense of partnership as well as to sell add-on services and products
  • Utilize leadership skills and vital client service to participate in all implementation tasks, including project management (kick-off meetings, design, review, implementation, training, and status reports)
  • Through use of exceptional communication and presentation expertise, conduct on-site or virtual consultation and training workshops for both lateral and executive-level users of Magaya software products.
  • Display initiative via hands-on project execution, including gathering and analyzing client requirements, determining best practice designs of to-be-determined solutions, and configuring applications to meet approved design
  • Apply teamwork and troubleshooting skills to assist Magaya's Technical Support and Development teams in resolving technical issues related to company’s software offerings.
  • Typical tasks include resolving installation, networking, compatibility user permissions, and “how-to” issues, resolution of installation, networking, compatibility, user permissions, and “how-to” topics, as well as identifying software defects, creating temporary workaround solutions, and reporting these issues via proper channels.
  • Demonstrate vital research and writing skills in creating knowledgebase articles regarding software changes and general developments within Freight Forwarding, Supply Chain Management, and eCommerce industries.
  • Serve as project owner of Magaya’s initiative to improve its accounting offering by performing business analysis to suggest improvements and enhancements based on accounting standards, best practices, and customer requests.
  • These initiatives have resulted in the enhancement of the software’s tax management module to allow added flexibility for customers in international markets such as Latin America and Canada, the improvement of Magaya’s currency exchange management, and enhanced country-specific reports and documents
  • Function as the lead Specialist for educational institution implementations
  • This has resulted in using the use of Magaya’s software products in over ten institutions in the United States.
  • Serve as the principal liaison between Magaya and select certified partners by performing “train-the-trainer” sessions, facilitating requests for the reseller’s customers, and becoming involved in escalated issues.

Education

BBA - Accounting

Florida Atlantic University
Boca Raton, FL
12.2006

BBA - Finance

Florida Atlantic University
Boca Raton. FL
04.2004

BBA - Business Management

Florida Atlantic University
Boca Raton, FL
04.2004

Skills

  • Project Management
  • Financial Administration
  • Strategic Vision
  • Business Development and Planning
  • Team Leadership
  • Business Planning
  • Process Improvement
  • Client Engagement
  • Strategic Partnership
  • Tax Law Understanding
  • Financial Statements
  • Customer Relations
  • Tax Preparation
  • Financial Planning
  • MS Office Suite
  • Accounts Payable and Receivable
  • Budgeting Assistance
  • Intuit QuickBooks
  • Payroll Liability and Deductions
  • Strategic Planning
  • Client Representation
  • A/P and A/R
  • Accounting and Bookkeeping
  • Accounting System Design
  • Financial Projections
  • Tax Computation
  • Produce Financial Statements
  • Accruals and Provisions
  • Tax Liabilities
  • Finance
  • Tax Return Preparation
  • Auditing and Attestation
  • Journal Entries
  • Accounting Records Analysis
  • Business Operations Analysis
  • Prepare Budgets
  • GAAP Accounting Practices

Affiliations

Weston Chamber of Commerce

American Institute of Certified Tax Planners

American Institute of Certified Public Accountants

Certification

  • CPA - Certified Public Accountant
  • Certified Tax Coach, American Institute of Certified Tax Planners

Languages

Spanish
Professional Working

Timeline

CEO

Potencia Technologies Corportaion
04.2020 - 05.2022

Founder

The Scale Collective
10.2017 - Current

Accounting Implementation Specialist

MAGAYA CORPORATION
01.2012 - 01.2018

BBA - Accounting

Florida Atlantic University

BBA - Finance

Florida Atlantic University

BBA - Business Management

Florida Atlantic University

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JOSE R. ORTIZ, CPA, CTC