Your Neighborhood Friendly Accountant
About Pam Ortega, CPA & Founder
Pam Ortega, a Certified Public Accountant (CPA) and Certified Divorce Financial Planner (CDFA), founded Finerpoints Accounting in 2000 with the mission of providing individuals and businesses with personalized and accessible financial guidance. Driven by her genuine, approachable personality, Pam has redefined the traditional accountant-client relationship, making it more collaborative and stress-free.
Deep Expertise & Personalized Service
Finerpoints offers a comprehensive range of services, expertly tailored to each client's unique needs. From tax preparation and bookkeeping to business planning and divorce mediation, our services cover a wide spectrum of financial concerns. We take pride in taking the time to understand your individual situation and providing personalized solutions that align with your specific goals and aspirations.
What Sets Us Apart
- Personal Touch: We prioritize a close, collaborative relationship with our clients, offering a level of individual attention and guidance that you won't find elsewhere.
- Accessible Expertise: Our team stays updated with the latest tax laws and financial planning strategies, ensuring you receive the most relevant and effective solutions.
- Accessible Communication: We believe in clear and open communication, ensuring you are always informed and involved in every step of the process.
- Home Office Advantage: Our cozy and welcoming home office fosters a relaxed and comfortable atmosphere for discussions.
Tax Services
- Individual Tax Preparation & Planning
- Business Tax Preparation & Consulting
- Non-Profit Tax Preparation & Consulting
Financial Planning & Accounting
- Bookkeeping & Payroll Services
- College Financial Planning & Retirement Planning
- Divorce Mediation & Financial Planning
Additional Services
- Daycare Provider Tax Services
- Financial Statement Analysis & Advisory
Get Started Today
Ready to take control of your finances and achieve your financial goals? Contact us today to schedule a consultation and explore how Finerpoints Accounting can help you reach your full financial potential.
Overall Experience
The reviews for Finerpoints Accounting are overwhelmingly positive, with all but one reviewer giving the highest rating of 5 stars. The reviewers praise Pam and her team for their expertise, knowledge, and personal touch, which has helped them grow their businesses, save time, and reduce financial stress. The team's responsiveness, communication, and willingness to help have left a lasting impression on their customers.
Expertise and Knowledge
Reviewers consistently mention the team's expertise and knowledge in managing financial aspects of their businesses, including taxes, payroll, and loans. They praise Pam's scope of knowledge and experience, which has been instrumental in helping them focus on developing and expanding their businesses.
Communication and Responsiveness
Reviewers highlight the team's excellent communication and responsiveness, stating that they are quick to address any questions or concerns. One reviewer even praised Pam for anticipating their needs and staying ahead of the game.
Personal Touch
Many reviewers comment on the personal touch they receive from Pam and her team, which has made a significant difference in their lives. They appreciate the team's willingness to go above and beyond to help them and provide a sense of relief and peace of mind.
Disorganization and Poor Communication
However, one reviewer had a negative experience with Finerpoints Accounting. They claim the team was disorganized, and communication was poor, resulting in a year's worth of interest and penalties. This reviewer does not recommend using the service.
Be the first to review Finerpoints Accounting.
Write a Review
