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Entrepreneurial Services

Fuel Your Momentum with Expert Business Accounting Services

Partner with proactive professionals who think as big as you do.

Where will your business grow next?

While it’s true that some of our clients now have large, mature businesses – they didn’t start that way. Helping businesses grow is what we do best. Get a head start on your next big success by partnering with a dedicated team that applies innovative, big-picture problem-solving and intelligent business accounting services to help advance your organization.

  • Accounting system design and implementation (Intacct, QuickBooks Online, Enterprise and Desktop programs)
  • Bookkeeping
  • Accounts receivable/accounts payable
  • Bank reconciliations
  • Monthly financial statement preparation
  • Periodic reports and analysis
  • Budgeting and projection assistance
  • Cash flow review and planning
  • Cost control analysis
  • Employee and independent contractor compensation reporting (1099’s, W-2’s, etc.)
  • Tax return preparation and filings for local, state and federal

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