Latina Accountants Rising: Building Global Firms, Bold Leadership & Lasting Impact


Hire Angie Ortega — Tax Strategist, 7-Figure Firm CEO, and Empowerment Speaker for Latino/Hispanic CPA Firms and Associations.

ABOUT ANGIE ON STAGE

As a Latina entrepreneur with 20+ years in the tax & accounting industry, Angie Ortega has built a 7-figure tax firm in just two years, trained over 1,000 accountants, and now speaks internationally on the topics of global niche strategy, automation for firm growth, and Latina leadership in finance. When Angie takes the stage, she blends high-level business strategy with heart-centered empowerment and cultural relevance. Her audience leaves with actionable systems and renewed identity as a leader.

SIGNATURE KEYNOTES

1. Latina Accountants Rising: Breaking Barriers in Finance

How Latina/Hispanic accountants can step into visibility, wealth, and influence — ending the scarcity mindset and becoming CEOs of their own firms.

2. Automate, Delegate, Scale: Becoming the CEO of Your Firm

Systems, workflows, and mindset needed to go from practitioner to firm-owner. Focused on niche, automation, pricing, team building, and leadership.

3. The Global Firm Playbook: Serving Non-U.S. Residents & Expats

How to build a lucrative firm that serves international clients, lifts you out of local plateaus, and positions you as the trusted authority in a global market.

WHY HIRE ANGIE?

Latina CEO & Industry Insider:

 20+ years

navigating accounting, tax strategy, and firm growth from the inside out.

Proven Results: Launched her own firm to

7    - figure

in year two. Mentored multiple accountants to first-year $80K and beyond.

Cultural Connection: Deep understanding of the

 Latin/Hispanic 

community, bilingual voice, and global perspective.

Educational + Inspirational:

Attendees walk away with both 

strategic tactics and the identity shift to lead.

Media-Ready: Host of the podcast

“Coffee with the CEO Accountant”.

Experienced in speaking, panels, corporate training.

  • Accounting associations & CPA societies 
  • Women’s empowerment conferences with a financial focus
  • Corporate accounting departments seeking diversity + leadership 

training

  • Latin/Hispanic professional networks 
  •  Firms wanting a keynote that is both strategic and culturally tuned

AUDIENCE FITS

Formats:

  • Keynote (30-60 min)
  •  Workshop / Masterclass (90-120 min)
  • Panel or Fireside Chat • Virtual / Hybrid / Live

Core Themes:

  • Niche Definition & Global Clients
  • Automation & Scaling Systems 
  • Pricing Strategy & Value-Based Billing 
  • Latina Leadership + Mindset Shift •
  • Firm Owner Identity & Freedom

Ready to bring Angie Ortega to your next event?

Add your medium length title here

Download the Speaker One-Pager (PDF) → Or Contact the Team for availability, topics, fees, and customizations.

Want to learn more? 

Connect with Angie on LinkedIn, listen to her podcast, explore her Academy, or follow on Instagram for daily inspiration.