The Scale Collective

PO Box 848884
Pembroke Pines, FL 33084 | View on Google Maps

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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:

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

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.

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:

A mentor who provides financial education and takes a holistic approach to financial wellness.
A forward-thinking advisor who encourages goal-setting, plan creation and monitoring, and who serves as an accountability partner.
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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