OUR MISSION

Our mission is to reinvent how small businesses think about accounting. With Ort CPA, you’re not getting a bookkeeper, you’re getting a team of financial professionals ready to work with you to achieve your business goals.

OUR VISION

We believe that businesses are more successful with a better understanding of their financials. Our vision is to become the leading firm in providing peace of mind to small businesses by becoming their trusted financial advisors.



 

OUR VALUES

Integrity - We are committed to upholding the highest regard of ethical standards to maintain our clients’ trust and credibility.

Commitment -
We seek to build long term relationships with each client by understanding their unique personal goals and delivering the highest standard of service.

Competence -
We invest in extensive professional continuing education, innovative technology, and financial research to ensure we are up-to-date on emerging subjects that matter to our clients.

Collaboration -
We believe that collaboration between our team and clients create the best ideas and solutions.

 
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founder

Joanne Ort, CPA, MPAcc, CMFP

Joanne has over 20 year's experience in accounting and tax preparation. She holds a Bachelor's in Business Administration and a Master's in Accounting with a concentration in Tax, both from the University of Washington. In her spare time she enjoys yoga and baking.

 

Education

UNIVERSITY OF WASHINGTON
Masters of Professional Accounting, 1993
B.A., Business Accounting, 1992

Certifications

QuickBooks Online Advanced
• Liveplan Expert Advisor

“In the future, there will be no female leaders. There will just be leaders.”
- Sheryl Sandberg, COO of Facebook

Read about Joanne on Accounting Today>

 
 

 
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senior accounting associate

Rachel Herbst

Rachel has over ten years' experience in bookkeeping and payroll for small businesses. She has an Associates in Technical Arts degree from Olympic College and is QuickBooks Online Advanced Certified. She enjoys learning about the nuances of bookkeeping for different industries. She specializes in small service businesses, restaurants and contractors. In her free time, Rachel frequents local stand-up comedy shows and loves to go hiking in the Olympic Mountains.

 

Education

OLYMPIC COLLEGE
ATA Accounting, 2016

Certifications

• QuickBooks Online Advanced
• TSheetsPRO Fundementals
• Hubdoc Certified Partner

"Whatever the problem, be part of the solution. Don't just sit around raising questions and pointing out obstacles."
- Tina Fey

 
 

 
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office Manager

Tamara Frias

Tamara is the newest face at Ort CPA. She has worked in the customer service industry for over seven years along with four years of operational management. Before working at Ort CPA, Tamara managed boutique fitness studios and high-volume retail stores. In her spare time, Tamara loves to attend concerts, go bowling, and eat sushi.

 

Education

UNIVERSITY OF NEVADA, LAS VEGAS
Marketing, 2014

”Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”
- Ferris Bueller