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About
Thank you for reading my profile! I am all about exceeding my client's expectations and creating long lasting professional relationships based on trust. My clients know I am always there for them to help with their accounting needs. I also offer financial planning assistance. Contact me to see if I can save you 10% or more from your current bookkeeping services!
Overview
Background checked
5 employees
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Venmo, and Zelle.
Services offered
Accounting needs
Bookkeeping
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Education
Reviews
Customers rated this pro highly for professionalism, responsiveness, and value.
5.0
2 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Premal S.
Mar 28, 2024
Mari's expertise as a financial counselor was invaluable in helping me set and achieve my financial goals. She was incredibly professional, knowledgeable, and always willing to go the extra mile to provide guidance and support. I highly recommend Mari to anyone seeking a financial counselor.
Philip C.
Dec 17, 2023
Mari is the best bookkeeper I have worked with. She uploads all the bank and credit card transactions into Quickbooks and categorizes everything. We meet monthly to go over the business financials that she prepares. Ever since I hired Mari, I know the exact financial picture of my business allowing me to make better decisions. She is also very patient in explaining what my reports mean. I would recommend Mari to any business owner!
Cashintel, LLC's reply
Dear Philip, thank you very much for your review and kind words. It is an absolute pleasure working with you. I really appreciate the trust you have vested on me!
Credentials
Background Check
Maricarmen Mandes-Ortiz
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I work based on quotes.
What is your typical process for working with a new customer?
We would meet either in person or Zoom. I would need to review the Quickbooks file or the last 2 most recent bank and credit card statements. I need these documents to provide a fair quote.
What education and/or training do you have that relates to your work?
I have a bachelors degree in Accounting and an MBA in business.
