Our Story

In 2024, Jesús Ortiz, a seasoned finance professional, identified the growing need for expert financial guidance without the high costs of large firms. Small to mid-sized businesses were struggling with cash flow management and scaling operations effectively. Recognizing an opportunity to make a significant impact, he transitioned into freelance consulting to offer customized financial solutions that help businesses navigate complex financial landscapes and achieve sustainable growth.

With over 20 years of experience working with Fortune 500 companies across diverse industries, Jesús has earned a reputation for delivering strategic insights that drive profitability and business growth. His expertise spans accounting, financial reporting, systems optimization, and strategic business planning—skills developed through leadership roles in both corporate and entrepreneurial settings.

In 2010, Jesús co-founded goCharge, Boston's first mobile phone charging network, which expanded to 30 locations, including major sites like the Prudential Center and South Station. This entrepreneurial success laid the foundation for his shift into freelance consulting, where he now leverages his broad skill set to guide businesses toward long-term success.

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