Reliable Bookkeeping & Tax Services for Small Businesses and Individuals.
Personalized financial support designed to help you stay organized, reduce stress, and grow with confidence.
Our Professional Services
Bookkeeping
Precision tracking of your business finances to help keep your records organized and accurate.
Tax Preparation
Professional tax preparation services for individuals and small businesses with a focus on accuracy and compliance.
Notary Services
Convenient notary services available by appointment, including mobile, after-hours, and in-office notarizations.
Cleanup / Catch-Up
Helping organize messy books, reconcile accounts, and create a clean financial foundation moving forward.
Small Business Support
Flexible financial and administrative support tailored to the needs of growing small businesses.
Why Choose OFS
Stability you can count on, communication you can understand.
Personalized Support
Tailored financial support designed around each client's unique needs. We don't believe in one-size-fits-all solutions.
Clear Communication
Financial information explained in plain language without overwhelming jargon. We keep you informed and empowered.
Judgment-Free Help
Supportive assistance whether your books need small adjustments or major cleanup. We are here to help, not to critique.
Reliable Service
Consistent, professional communication and dependable follow-through. Your deadlines are our priority.
Meet the Owner
Hi, I'm Kelli Ortiz, the owner of Ortiz Financial Services!
I was born in southeastern Minnesota and have proudly called Owatonna home for more than 20 years. As a wife and mother of three, my family is my greatest motivation. I want my children to see that with hard work, determination, and a willingness to learn, they can accomplish anything they set their minds to.
When I'm not working, you'll usually find me spending time with my family, caring for our two dogs, or tending to our small flock of chickens and ducks. Life is busy, but I wouldn't have it any other way.
I recently graduated from Minnesota State University-Mankato with a Master's Degree in Accountancy and earned a certificate in Taxation. My passion for accounting comes from helping people feel more confident and less overwhelmed when it comes to keeping track of their finances. I enjoy turning financial chaos into organized, understandable information that helps individuals and business owners make informed decisions.
In addition to bookkeeping and tax preparation, I have served as a Minnesota Notary Public since 2025, offering both mobile and in-office notarization services to clients throughout the area.
"Financial support should be approachable, reliable, and personalized."
Whether you need bookkeeping, tax preparation, notary services, or help getting your records back on track, my goal is to provide practical solutions and a friendly face you can count on. I look forward to working with you.
Client Feedback
"I needed a notary to come to my apartment to notarize a couple of documents. Ms. Ortiz offered her services to help. She was on time and very helpful. If I need a notary again, I would definitely call her. She gets a 5-star rating. Thank you for helping me in a tight situation."
Ginny Camerer
Let's Get Started
Fill out the form and I'll follow up within 1–2 business days. Whether you need bookkeeping, tax preparation, notary services, or cleanup support, I'm here to help.