Updated:
← Back to Top 94 Bookkeepers in the Miami-Fort Lauderdale Area, FL (2026)

Ramon Ortega CPA Firm

Evidence Score 49/100 at 85% evidence coverage 23 of 94 on the Miami-Fort Lauderdale area list How the score works

What we could verify

Registered business?
Not found in the state registry search
CPA license or firm permit?
CPA license active (individual: Ramon Ortega) · AC48478 · Florida Board of Accountancy (DBPR public records download)
Publishes prices?
Not stated on its website
Local or remote?
Local + remote
Software?
QuickBooks Online, QuickBooks Desktop

Who they say they serve: healthcare, real estate, technology, construction, retail (self-reported, from the firm's own website)

3 of 5 answered from a dated source.

Documents 3 of 5 core services; CPA license verified with the state board.

Score breakdown

Documented services + buyer fit27 of 40 pts, 40 checked
Independently verifiable qualifications8 of 20 pts, 8 checked
Operational + pricing transparency12 of 25 pts, 22 checked
Verified identity + continuity2 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Ramon Ortega CPA Firm's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Ramon Ortega CPA Firm home page
Website https://ramonortegacpa.com/ home page
Office locality Weston, FL home page
Phone +19544659315 home page
Offers bookkeeping Documented: ...your business and taxes can be complex, but we’re here to simplify it. From accurate bookkeeping and tax planning to seamless tax preparation, our services ensure that your... home page
AP / AR Documented: ...processes, saving you time and reducing stress. Our Bookkeeping Services Include: Accounts Payable & Receivable Management: Stay on top of your cash flow with efficient tracking of... /service/bookkeeping-services 4 pts (max 4)
Payroll coordination Documented: ...All Services SERVICES Our Accounting Services Breakdown Bookkeeping Services Learn More Payroll Services Learn More WELCOME TO RAMON ORTEGA'S WEBSITE Unlock Financial Excellence... home page 4 pts (max 4)
Month-end close + reporting Documented: ...Online file with many reporting options you can run anytime. Our staff will send you monthly financial statements direct to your email on a recurring schedule. When your tax... /faqs 6 pts (max 6)
Industries served (documented) healthcare, real estate, technology, construction, retail, startups home page 5 pts (max 5)
Software supported QuickBooks Online, QuickBooks Desktop /faqs 5 pts (max 5)
Local / remote model stated Local + remote /service/bookkeeping-services 3 pts (max 3)
Active CPA firm or individual license (state board) CPA license active (individual: Ramon Ortega) · AC48478 · Florida Board of Accountancy (DBPR public records download) State accountancy board
Third-party
Sep 26, 2026
expires Dec 31, 2027
8 pts (max 8)
What is included / excluded Documented: ...payment vouchers and envelopes for mailing them in. Help with IRS notices and audits is not included in the core package but can be added on to your package if you would like.... /faqs 5 pts (max 5)
Reporting cadence stated Documented: ...Online file with many reporting options you can run anytime. Our staff will send you monthly financial statements direct to your email on a recurring schedule. When your tax... /faqs 4 pts (max 4)
Named contact / team Ramon Ortega, CPA home page 3 pts (max 3)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)

Checked and not found

  • Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
  • Not verified. Searched Florida Division of Corporations (Sunbiz) corporate data file for 'Ramon Ortega CPA Firm' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3).

Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.

  • Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA license (Current) for RAMON ORTEGA, the individual named on the firm's site, expiring 2027-12-31. An individual's license is not a CPA firm permit and does not verify the firm. It does not prove service quality.
  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 19 of 23 evidenced items come from Ramon Ortega CPA Firm's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

Is this your firm?

Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.