contact
Auditing & Accounting Services

Skilled Auditing Services from a Trustworthy Team

Comprehensive, unbiased reviews and reporting help you focus on what matters.

Thorough reporting, unparalleled expertise

We audit, review and compile financial statements for small to mid-size privately held companies. While other firms may provide generic auditing services, we possess industry-specific expertise in manufacturing, distribution, retail, service, technology, real estate, construction and health care. Our skilled auditors conduct a careful, accurate examination to deliver a quality, cost-effective report to your company’s board of directors, management, investors and lending sources.

  • Audits, reviews and compilations
  • Compliance and collateral audits
  • Pension and ERISA audits
  • Due diligence exams
  • Internal controls studies
  • Agreed upon procedures audits
  • Investment performance audits
  • Executive compensation planning
  • Capital investment planning

WHY WORK WITH WERTZ & COMPANY?

WE’RE PROUD TO BE A BIT DIFFERENT THAN MOST OTHER ACCOUNTING FIRMS.

  • PERSONAL

    By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.

  • RESULTS-DRIVEN

    Our staff apply a diverse set of experience and expertise to implement strategic solutions that support your success.

  • AVAILABLE

    We aim to simplify the complex. If you have questions, we’re available to talk at any time, not just during tax season.

  • STREAMLINED

    Modern, best-in-class tech frees our staff from piles of time-consuming paperwork, so we can devote more attention to your business.

  • STRATEGIC

    From accounting to bill pay, business consulting, due diligence, company valuations and more, we provide guidance for every aspect of your financial life.

  • PRINCIPLED

    Through attentive support to our staff & clients and giving back to the community, our company values drive all our decisions and actions.

GREAT PEOPLE,
GREAT ENVIRONMENT

Get to know our close-knit team of business strategy and tax experts.

Meet the team