Wertz & Company, LLP
visit site- Undisclosed
- 10 - 49 employees
- Irvine, CA
Wertz & Company, LLP is a financial accounting firm based in Irvine, Calif., and founded in 2003. Their team of more than 10 offers tax preparation and financial accounting solutions for various clients.
Client Insights
Industry Expertise
This provider has not added their industry expertise.
Client Size Distribution
This provider has not added their client sizes.
Common Project Size
$50K-$199K 1 project
Clients
- Bop Design
Highlights from Recent Projects
Wertz & Company, LLP was engaged by a B2B marketing agency to consolidate their financial operations, which were previously handled by several different vendors. The company was seeking a full-service provider that could manage their bookkeeping, tax planning, and filing. Wertz & Company stepped in as a strategic partner, taking over cash flow management, bookkeeping, and tax services. They also provided advice on pricing, AR/AP, and best policies for small businesses. The principal contact was Katie, a Partner and Tax Principal at Wertz & Company. The partnership, which began in November 2012, is ongoing and has seen the marketing agency invest approximately $105,000 in total. The agency has expressed satisfaction with the continuity provided by Katie and the easy-to-understand proposal that prompted their decision to engage Wertz & Company.