Client Bill of Rights

Honest, Sincere CPA Services from a Team You Can Trust

We know that finding the right accounting services firm requires taking a leap of faith. You deserve a partner that sets –and achieves – a higher standard.

Your rights are our responsibilities

We believe that expert CPA services are not just a privilege for large organizations – they're a fundamental right of every individual and business. As such, we have developed a client bill of rights to provide transparency and accountability to everyone with whom we work.

  • You have the right to high standards and best practices

    We will deliver a high-quality work product, on time, every time.

  • You have the right to be treated fairly

    We will always treat you professionally and with respect.

  • You have the right to receive attention

    We will respond in a timely manner with easy-to-understand answers to your questions.

  • You have the right to thoughtful preparation

    We will provide proactive planning on personal and business matters.

  • You have the right to expert advice

    We will bring to bear our firm’s full expertise to address your business matter.

  • You have the right to outside guidance

    If we cannot address your need internally, we will draw upon our network to find a professional who can.

  • You have the right to avoid surprises

    We will invoice your company in a prompt, clear and concise fashion.


When you work with Wertz & Company, you get much more than a standard CPA firm. Consider us your loyal partner, helping you navigate every phase of your financial journey.