Relationship Team



Katie Sterling “I truly love what I do. Working with small businesses and entrepreneurs to solve business issues, simplify processes and plan for the future are the areas I enjoy the most.”

Katie has worked in public accounting since 2007. Her experience includes working with closely held businesses and their owners, as well as working with start-up companies from their initial launch through all the various stages of growth.


  • Intern, Smith Barney, Rancho Santa Fe
  • Accounting Manager, Ellsworth Marine, San Diego
  • Staff Accountant thru Principal, Wertz & Company, LLP, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Arts in Business Administration, with a concentration in Finance/Entrepreneurship, Point Loma Nazarene University, San Diego

Professional & Community Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Orange County Chapter of the California Society of Certified Public Accountants
  • Member, Practice Management Forum, Orange County


  • Married to Brad for five years and resides in Dana Point with their energetic English bulldog, Darla
  • Enjoys traveling, going to the beach with friends and spending
    time outdoors
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