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About Us

Our Vision

To provide excellent service to our clients and to consistently exceed their perception of value.

Our Mission

Creating value in the pursuit of our clients' success.

What We Stand For

  • Excellence: We provide the highest quality financial services and standards, consistently finding the most benefit for our clients while seeking unique opportunities to promote their financial goals. To meet the highest quality service, we continually invest in our own professional education and development to best match our skills and experience with our clients' needs. In the end, we are each responsible for the quality and perception of our services. We agree to be proactive in maintaining this level of quality service.
  • Exceeding Client Perceptions: We are more than an accounting firm. We design and offer resources and services that complement and enhance each client’s financial needs.
  • Teamwork: Our efforts yield the highest results for our clients and, in turn, exceed their expectations. We strive to maintain and promote each team member's contributions by recognizing his/her personal needs in balance with the team's commitments to each other and our clients.
  • Communication: We communicate knowledge, insight, and direction in a way that is understandable to our clients. We advocate for our clients in a manner that best serves their goals and interests.
  • Empowerment: We educate our clients to make informed, pro-active decisions influencing their financial futures by providing a process for facilitating their vision.
  • Client Focus: We serve clients whose needs match our skills and experience. Our clients, in turn, derive benefit from our service and realize its value.

 

Our Team:

Lisa A. Ortquist, CPA

Education
  • Bachelor's Degree, Central Washington University

Professional Experience
  • Certified Public Accountant (CPA) since 1997
  • One year as a Revenue Officer, Washington Dept. of Revenue
  • Eight years of retail management experience
  • Former Sergeant, United States Marine Corps Reserve

Affiliations
  • American Institute of CPAs
  • Oregon Society of CPAs
  • East Portland Chamber of Commerce

lisa@gulde-ortquist.com

 

Robin L. Gulde, CPA

Education
  • Bachelor's Degree, Lewis and Clark College
  • Master's Degree, University of Portland

Professional Experience
  • Certified Public Accountant (CPA) since 1990
  • Six years as an IRS agent
  • Seven years as a general partner in a local construction company

Affiliations
  • American Institute of CPAs
  • Oregon Society of CPAs
  • Mt. Hood Kiwanis Camp Foundation

robin@gulde-ortquist.com


Catherine L. Weissert, CPA

Education
  • Post-Baccalaureate Certificate in Accounting, Portland State University
  • Bachelor’s Degree, University of Portland

Professional Experience
  • Certified Public Accountant (CPA) since 2016
  • Eight years of tax preparation experience

Affiliations
  • Oregon Society of CPAs

catherine@gulde-ortquist.com


Karen Carter, CPA

Education
  • Bachelor’s Degree, Missouri State University

Professional Experience
  • Certified Public Accountant (CPA) since 1997

Affiliations
  • Oregon Society of CPAs

karen.carter@gulde-ortquist.com