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The Scale Collective

The Scale Collective

 
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Business & Professional Services >> ACCOUNTANTS

The Scale Collective

The Scale Collective
PO Box 848884
Pembroke Pines, FL 33084 | View on Google Maps
Jose Ortiz CPA CTC Jose Ortiz CPA CTC
(754) 229-5981

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Hello my name is Jose Ortiz, and I created the Scale Collective in order to address three glaring issues that I saw with business ownership:

  1. Most business owners are unaware of their financial persona.

They lack an awareness of their habits and tendencies with money - and their underlying causes of that behavior. 

  1. Most people lack the baseline financial literacy that is  required from a business owner.

This prevents them from having a clear vision of how their business is performing. 

  1. Most people are not clear about their financial goals for their business and lack a corresponding plan. 

This prevents them from having a sense of direction for their lives and businesses. 

 

I believe that in order to overcome these obstacles, business owners should have access to three things:

  1. A mentor who provides financial education and takes a holistic approach to financial wellness. 
  2. A forward-thinking advisor who encourages goal-setting, plan creation and monitoring, and who serves as an accountability partner.
  3. A curated team of trusted financial professionals who work as a collective towards a set of predefined personal and professional goals. 

 

And that’s exactly what The Scale Collective is all about. 

  • If you are tired of the status quo relationship with your accountant. 
  • If you are ready to take control of your business and leverage your business to create the life of your dreams, and
  • If you are coachable and ready to grow as a person and a professional

...then schedule a meet and greet with me today. 

 

Contacts
Jose Ortiz CPA CTC
Member Since: 2023
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 (Date: 9/26/2023)
 

 
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15800 Pines Boulevard, Suite 311  |  Pembroke Pines, FL 33027
Phone: (954) 432-9808 | info@miramarpembrokepines.org | sitemap | privacy
MemberClicks
  • About
    • About the Chamber
    • Board of Directors
    • Trustees & Chairman's Circle
    • FAQs
    • Staff
    • Contact
  • Calendars
    • Chamber Events
    • Member Events
    • Community Events
  • Membership
    • Why Join
    • Membership Application
    • Testimonials
    • Investment Levels
    • Business Directory
    • Member Login
  • Programs
    • Signature Events >
      • Breakfast
      • Net @ Nite
      • Happy Hour
      • NonProfits
      • Senior Health
      • Golf
      • Women in Business
      • Pinnacle
      • Sip & Taste
      • Holiday
      • Home Fair
    • Affinity Programs
    • Marketing
    • Ribbon Cuttings
    • Scholarships
  • Involvement
    • Committees
    • Referral Groups >
      • Power Partners
      • Nexus
    • Ambassadors
    • Speakers
  • Business
    • Development Resources
    • Broward Scorecard
    • Permits
    • Bids
    • Veterans
    • Health
    • Disaster Preparedness
    • Certificates of Origin
  • Advocacy
    • Legislative Agenda
    • Elected Officials
    • Voting
  • Community
    • Community Calendar
    • Submit an Event
    • City of Miramar
    • City of Pembroke Pines
    • Why Here?
    • Relocation
  • News
    • 2023 Community Guide
    • Blog
    • Job Bank
    • Coupons
    • Press Releases