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 in November 2012 by Bop Design, a B2B marketing agency, to manage their finances, including bookkeeping, tax planning, and filing. The firm acted as a strategic partner, taking charge of cash flow management, corporate and personal tax services, and bookkeeping. They also provided advice on pricing, accounts payable/receivable, and the best policies for small businesses. Katie, a partner and tax principal at Wertz & Company, served as the main point of contact, providing continuity for the client. The annual investment for these services is $15,000, totaling approximately $105,000 since the start of their working relationship. The engagement remains ongoing, reflecting the client's satisfaction with the services provided.