Wertz

At Wertz & Company, we're not just another accounting firm. We're a team of dedicated professionals who are passionate about helping entrepreneurs, closely held businesses, and high net worth individuals achieve their financial goals. Our mission is to provide personalized, comprehensive business solutions that go beyond traditional accounting services. We're problem solvers, financial quarterbacks, and trusted advisors who strive to do good in everything we do.

Our Services

We offer a wide range of services designed to help our clients succeed. From tax planning and compliance to entrepreneurial services, management consulting, outsourced CFO, estate and trust, auditing, and accounting services, we've got you covered. Our expertise is tailored to meet the unique needs of our clients, whether you're a startup or an established business. We're committed to delivering exceptional service, innovative solutions, and unparalleled support to help you achieve your financial objectives.

Our Core Values

At Wertz & Company, we live by a set of core values that guide everything we do. We strive to do good, deliver on our word, savor the moment, accept each other like family, create a foundation of trust, balance work and play, teach and learn from others, and be generous. These values are at the heart of our company culture, and we believe they set us apart from other accounting firms.

Our Culture

We're a different kind of accounting firm. We're not just number crunchers; we're problem solvers who care deeply about our clients and each other. Our culture is built on openness, collaboration, and a passion for doing good in the world. We believe in creating an environment that inspires creativity, innovation, and teamwork. Whether you're a client or a team member, we want you to feel valued, supported, and empowered to achieve your goals.

Why Choose Us

So, why choose Wertz & Company? We're not just an accounting firm; we're a trusted partner who will help you navigate every phase of your financial journey. We're committed to delivering exceptional service, innovative solutions, and unparalleled support. We're passionate about helping our clients succeed, and we believe that our values-driven approach sets us apart from other firms.