```html <!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta name="viewport" content="width=device-width, initial-scale=1"> <title>Monthly bookkeeping and quarterly tax prep for freelancers | Lena Ortiz</title> <meta name="description" content="Monthly bookkeeping and quarterly tax prep for freelancers, done by Lena Ortiz, AAT accredited since 2019. What we can show, what we won't claim, and who this is not for."> <style> :root { --cream: #F7F3EA; --paper: #FBF8F2; --ink: #1F2833; --muted: #4A5462; --slate: #34506E; --slate-dark: #263C54; --rule: #CFC7B6; --flag-bg: #EFE6D2; --serif: Georgia, "Iowan Old Style", "Palatino Linotype", Palatino, "Times New Roman", serif; --sans: system-ui, -apple-system, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; } *, *::before, *::after { box-sizing: border-box; } html { scroll-behavior: smooth; } body { margin: 0; background: var(--cream); color: var(--ink); font-family: var(--sans); font-size: 1.0625rem; line-height: 1.6; } .skip { position: absolute; left: -9999px; top: 0; background: var(--paper); color: var(--slate-dark); padding: .5rem 1rem; border: 1px solid var(--rule); } .skip:focus { left: 1rem; top: 1rem; } header.site, main, footer.site { max-width: 65ch; margin: 0 auto; padding: 0 1.25rem; } header.site { padding-top: 1.5rem; padding-bottom: 1rem; border-bottom: 1px solid var(--rule); 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padding-top: 1rem; padding-bottom: 2.5rem; border-top: 1px solid var(--rule); font-size: .9rem; color: var(--muted); } @media (prefers-reduced-motion: reduce) { html { scroll-behavior: auto; } *, *::before, *::after { transition: none !important; animation: none !important; } } @media print { body { background: #FFFFFF; color: #000000; font-size: 11pt; } header.site, main, footer.site { max-width: none; padding: 0; } nav.toc, .skip { display: none; } a { color: #000000; text-decoration: underline; } a[href^="http"]::after, a[href^="mailto"]::after { content: " (" attr(href) ")"; font-size: .85em; } .book { background: none; color: #000000; border: 1px solid #000000; } .limits, .scope > div, nav.toc { background: none; } h2 { break-after: avoid; } table, .steps li, .scope > div { break-inside: avoid; } .need { background: none; border: 1px dashed #000000; } } </style> </head> <body> <a class="skip" href="#main">Skip to content</a> <header class="site"> <strong>Lena Ortiz</strong> ┬À Bookkeeping and quarterly tax prep for freelancers </header> <main id="main"> <h1>See your tax number every quarter, so April isn't a surprise.</h1> <p class="lede">This page shows how the work runs, the one result I have measured, my accreditation and how pricing works. It won't promise you'll owe nothing, and it won't use numbers I can't back up. Where something is missing, I say so.</p> <section class="limits" aria-labelledby="limits-h"> <h2 id="limits-h">Limits, up front</h2> <ul> <li>Good books don't lower the tax you owe. They mean you know the amount early and can set money aside for it.</li> <li>My measured record covers one year (2025) and one thing: filing deadlines. I haven't tracked how many clients got an unexpected bill in April, so I won't claim a number.</li> <li>This is one person, not a firm. Lena Ortiz does the work herself.</li> </ul> </section> <nav class="toc" aria-labelledby="toc-h"> <h2 id="toc-h">On this page</h2> <ol> <li><a href="#problem">The problem</a></li> <li><a href="#method">How the work runs</a></li> <li><a href="#results">Results</a></li> <li><a href="#scope">Scope and pricing</a></li> <li><a href="#not-for">Who this is not for</a></li> <li><a href="#who">Who does the work</a></li> <li><a href="#book">Book a call</a></li> </ol> </nav> <section id="problem" aria-labelledby="problem-h"> <h2 id="problem-h">The problem</h2> <p>You pay someone to keep your books. In April you still find out you owe more than you expected, and the money isn't sitting where you thought it was. Bookkeeping that only looks back once a year can't warn you in time.</p> <p>What you actually need is simple: the right number, early enough to act on, every quarter.</p> </section> <section id="method" aria-labelledby="method-h"> <h2 id="method-h">How the work runs</h2> <ol class="steps"> <li> <h3>Monthly close</h3> <p>Every month, your income and expenses are recorded and categorised, so the books are current and not a year-end pile.</p> </li> <li> <h3>Quarterly tax prep</h3> <p>Each quarter, your tax position is prepared from those monthly books, so the number you see reflects what you've actually earned so far.</p> </li> <li> <h3>Filed on deadline</h3> <p>Quarterly filings go in on time. This is the part I measure (see the results below).</p> </li> <li> <h3>Ready for April</h3> <p>By the time the year closes, four quarters of figures are already done, so April starts with known numbers, not from zero.</p> </li> </ol> <p class="small">How you'll get each quarterly figure (report, call, or email) and on what day: <span class="need">{need: delivery format and timing for quarterly figures}</span></p> </section> <section id="results" aria-labelledby="results-h"> <h2 id="results-h">Results</h2> <div class="table-wrap"> <table> <caption>Measured results, calendar year 2025</caption> <thead> <tr> <th scope="col">Measure</th> <th scope="col">Value (unit)</th> <th scope="col">Period</th> <th scope="col">Source</th> </tr> </thead> <tbody> <tr> <th scope="row">Filing deadlines missed</th> <td>0 (deadlines)</td> <td>JanÔÇôDec 2025</td> <td>Practice's own records</td> </tr> <tr> <th scope="row">Clients with an unexpected April balance due</th> <td><span class="need">{need: count (clients)}</span></td> <td>2025 tax year</td> <td><span class="need">{need: source}</span></td> </tr> </tbody> </table> </div> <p class="small">Context: 38 clients served in 2025, per the practice. <span class="need">{need: source for client count}</span>. Not independently audited.</p> </section> <section id="scope" aria-labelledby="scope-h"> <h2 id="scope-h">Scope and pricing</h2> <div class="scope"> <div> <h3>Included</h3> <ul> <li>Monthly bookkeeping</li> <li>Quarterly tax prep</li> </ul> <h3>Not included</h3> <p><span class="need">{need: exclusions, e.g. payroll, annual return, audit support}</span></p> </div> <div> <h3>How pricing works</h3> <p class="price">From $120 per month</p> <p>That's the starting plan. What moves you to a higher plan: <span class="need">{need: pricing factors, e.g. transaction volume, number of accounts}</span>.</p> <p class="small">The price is agreed before work starts. No setup fee: <span class="need">{need: confirm}</span>.</p> </div> </div> </section> <section id="not-for" aria-labelledby="not-for-h"> <h2 id="not-for-h">Who this is not for</h2> <ul> <li><strong>You want someone to promise you'll owe no tax.</strong> I can tell you the number early. I can't make it smaller than it is.</li> <li><strong>You need your books updated daily or weekly.</strong> The work runs on a monthly close.</li> <li><strong>You only want a single tax return done once a year.</strong> The service is ongoing monthly and quarterly work, not a one-off.</li> <li><strong>You run a company with staff, not a freelance practice.</strong> This is built for freelancers.</li> <li><strong>You want a firm with a team behind it.</strong> One bookkeeper does the work. That's the point for some people and a dealbreaker for others.</li> <li><strong>Your budget is under $120 a month.</strong> That's where plans start.</li> </ul> </section> <section id="who" aria-labelledby="who-h"> <h2 id="who-h">Who does the work</h2> <p>Lena Ortiz does your bookkeeping and tax prep herself. She's accredited by the AAT (Association of Accounting Technicians) and has been a member since 2019. Membership can be checked with the AAT directly: <span class="need">{need: membership number or AAT verification link}</span>.</p> <p class="small">Describes herself as a certified bookkeeper. The verifiable credential is the AAT accreditation above.</p> </section> <section id="book" aria-labelledby="book-h"> <h2 id="book-h">Book a call</h2> <p>Tell me how you earn and how you've handled tax so far. If this isn't a fit, I'll tell you on the call.</p> <p><a class="book" href="#book" aria-describedby="book-need">Book an intro call</a></p> <p id="book-need" class="small"><span class="need">{need: booking URL}</span></p> </section> </main> <footer class="site"> <p>Lena Ortiz, bookkeeping and quarterly tax prep for freelancers. This page is written by the service provider and contains no affiliate links. Figures are from the practice's own records unless marked otherwise.</p> </footer> </body> </html> ``` Check: tier 1-2 items 2 | claimed items 2 | not-for cases 6 | disclosure placed n/a