Tatum & Ortiz Group PLLC

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Gusto Silver Partner

Serves 32 Gusto clients | Partner since 2024

T&O Strategic Advisory is a full-service accounting firm, offering a variety of fractional CFO, tax, and bookkeeping services to business clients at every stage of their entrepreneurial journey.

By leveraging our extensive experience in accounting, tax, and financial reporting, we aim to equip our clients with the skills and insights needed to forecast, plan, and fuel their growth effectively.

Principals: Sarah Tatum & Anna Ortiz

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Tatum & Ortiz Group PLLC

Serves 32 Gusto clients | Partner since 2024

T&O Strategic Advisory is a full-service accounting firm, offering a variety of fractional CFO, tax, and bookkeeping services to business clients at every stage of their entrepreneurial journey.

By leveraging our extensive experience in accounting, tax, and financial reporting, we aim to equip our clients with the skills and insights needed to forecast, plan, and fuel their growth effectively.

Principals: Sarah Tatum & Anna Ortiz

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 5-9 accountants on staff

Client sizes

  • 2-20 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets
Homebase icon
Homebase
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Manage payroll
  • Outsourced CFO
  • Tax preparation

Industries served

  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Software startup
  • Transportation & storage
  • Wholesale

Client sizes

  • 2-20 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets
Homebase icon
Homebase
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Manage payroll
  • Outsourced CFO
  • Tax preparation

Industries served

  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Software startup
  • Transportation & storage
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.