Maritza Ortiz

LM CFO + CAS PARTNER

Maritza started in the interior construction industry and brings with her over 20 years of financial and bookkeeping experience to the team. Since joining LMC, Maritza has been responsible for overseeing the Account Services Department and the high net worth client team. Her ability to work with tight deadlines and multiple clients’ needs simultaneously has proven to be an incredible asset.

Maritza’s specialties also include providing cash management services to small businesses and high net worth individuals, tax preparation for individuals, corporations and partnerships, payroll tax preparation and compliance, sales tax preparation and compliance, training clients to use specific accounting software, and creating organized accounting procedures. Her industries of expertise include wholesale, retail, real estate, and professional services.

When not helping her clients, Maritza enjoys photography, reading, and spending time with the family.

LMC has become a family where we can depend on each other for advice and work together to help businesses succeed in this brand new world that is continuously evolving.

– Maritza Ortiz

Education & Licenses

B.A., Hunter College

Notary Public, Kings County, Bronx, NY

QuickBooks Pro Advisor