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Bookkeeping & Tax Services

Ortiz M&D

Fort Worth, TX

About

Ortiz Marketing & Development LLC (Ortiz M&D) is a bookkeeping and business consulting firm based in Fort Worth, Texas. We help small business owners keep accurate books, understand their numbers, and make informed decisions about growth and funding. Our services are available in both English and Spanish, so clients get clear, professional guidance in the language they're most comfortable with.

Services

Bookkeeping: Monthly bookkeeping, reconciliations, and financial record-keeping for small businesses. • Business consulting: Guidance on operations, financial performance, and growth decisions. • Business plans and funding readiness: Business plan development and preparation for SBA loan and funding applications. • PEO solutions: Access to payroll, HR, workers' compensation, and employee benefits through a Professional Employer Organization partner. • Retirement plans: 401(k) plan setup for small business owners and their employees. • Merchant services: Credit card processing solutions for businesses. • Bilingual service: All services available in English and Spanish.

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