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Outsourced CFO

Outsourced CFO Services Put Elite Financial Expertise Within Your Reach

No budget to expand your C-suite? No problem.

We help your business move to the next level.

Free up your staff to focus on your business. Let our team of experienced business managers, bookkeepers and tax & accounting professionals take on the burden of immediate and long-term financial management by providing expert outsourced CFO services. Whenever you’re ready, we’ll help you develop and implement a streamlined accounting workflow that conforms to your organization’s needs and available personnel.

  • Payroll
  • Employee and independent contractor compensation reporting (1099’s, W-2’s, etc.)
  • Tax return preparation and filings for local, state and federal
  • Bookkeeping
  • Accounts receivable/accounts payable
  • Bank reconciliations
  • Monthly financial statement preparation
  • Cash flow review and planning
  • Periodic reports and analysisBudgeting and projection assistance

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.