About us

Patrick O'Brien, CPA

Gerardo “Jerry” Ortiz Jr, CPA

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Patrick is a CPA with a strong foundation in accountancy and supply chain management, holding both a bachelor’s degree and a Master of Science in Accountancy from the University of Houston. He began his career preparing individual and business tax returns, earning a reputation for precision, reliability, and personalized client service.

With extensive experience in bookkeeping and tax advisory services, Patrick takes a comprehensive approach to helping clients achieve their financial goals. His expertise allows him to provide tailored solutions that optimize both compliance and long-term financial strategies.

Outside of work, Patrick enjoys spending time with his two dogs, Loki and Thor. He also loves spending quality time with his wife and family, watching movies and TV shows, and exploring his passion for music and cooking. To stay active, he rollerblades regularly, and he appreciates ending the day with a good whiskey.

Jerry is a dedicated CPA partner with a unique and diverse background. He holds a Bachelor's degree in Biochemistry from University of Houston, which laid the foundation for his analytical and problem-solving skills. Driven by a passion for numbers and financial strategy, Jerry transitioned careers and earned a Master's degree in Accounting from University of Houston – Clear Lake.

In his role as a CPA partner, Jerry leverages his scientific precision and accounting expertise to provide exceptional service to his clients. He specializes in consulting, tax preparation, and bookkeeping for both businesses and individuals, helping them navigate complex financial landscapes with ease.

Outside of his professional life, Jerry cherishes spending quality time with his family. He is an avid reader and always welcomes book recommendations. Recently, Jerry and his wife have been joyfully adapting to life with their one-year-old daughter, who brings endless happiness and new adventures every day.