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After 20+ years in the professional services industry, managing four separate CPA/Business Management firms, two at a Partner level, I saw a need to alter my direction. Now, I am sharing my passion for helping others by offering my expertise and services to a variety of firms on a consulting basis. My services are designed to relieve Managing Partners of the duties of firm administration so that they have more time to focus on client service and business development. In addition to providing immediate support to you by assisting you with your duties, I will also train and empower your management team and outfit them with the tools they need to lead and succeed in the future. Contact me today for a free consultation to learn about how I can support you, manage your company's growth, reduce your turnover, increase your profit margin, and put you on a solid track to success.
We'll get started with a comprehensive consult to help identify your needs and which services would benefit you the most. Cost effectiveness is always a priority. I will then provide you with a Plan of Action Report that outlines the recommended solution designed specifically for you....including one-off projects, recurring services, timelines and milestones, a cost analysis, and a schedule that will provide you with immediate support to get things running more efficiently, quickly and smoothly. Whether you're looking for a strategic partner or a special skillset or tool to compliment your existing team, call us today. Together we’ll create and refine your plan for success.
In her career spanning more than 25 years, Sande has held key operational roles across a variety of industries and is an accomplished administrator with a record of guiding companies through growth years that exceeded their expectations. Most recently as the Partner in charge of Administration on the west coast for a bi-coastal Business Management and Family Office, she was assigned the challenging task of integrating recently acquired practices into the existing firm, which itself was in its formative years. Previously as Director of Operations and Human Resources for a traditional full-service CPA firm, Sande managed their growing pains as they transitioned from a local to a regional firm in less than five years. During her tenure, from 2012 to 2017, she initiated and oversaw numerous improvements and innovations. Prior to that she served nine years as Administrative Partner at a Los Angeles based Entertainment Business Management firm, where she built infrastructure that ensured stability, created a firm culture that attracted top talent and provided superior service to clients, while simultaneously quadrupling the firm’s size. Sande is passionate about making the world a better place, and supports a number of philanthropic endeavors, including her role as founding board member of Hope’s Haven Children’s Charity.
As the Administrative Partner/COO of more than one of our clients in the last dozen+ years, I can say that Sande consistently delivers value well beyond expectations. From running the day-to-day better than anyone to navigating a cultural or structural change in a firm, Sande is the person you want in charge. Her ability to run the business of a Professional Service Organization frees up Owners, Partners and Rain Makers to go be more valuable in the execution of their core task; growing revenue. I recommend Sande without reservation and welcome anyone to call me directly if I can brag about her skills in person and answer any questions about her professional abilities and accomplishments.
Sande Ortiz passionately and proactively implements change in corporations, their employees and their business owners, to simultaneously achieve increased profits and increased work/life balance.