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Unlike most CPA firms, the Wertz & Company
organization structure follows a traditional business format as
compared to that of the typical professional services firm. As a
result, the W&C management team focuses on Wertz &
Company, which allows the firm's production department to focus their
efforts entirely on the client base, alleviating them of unwanted
distractions.
The Directors, Principals, and Managers at Wertz
& Company serve as the primary advisors to the Company’s
clients. They work to establish and maintain a close working
relationship with their clients – helping to build wealth by growing
the value of their clients’ personal and commercial enterprises.
They consist of accountants, business consultants,
wealth advisors, information technologist, corporate financiers, and
risk managers. This multi-disciplinary team works together to put the
Company’s resources to bear on behalf of their clients.
They are committed to delivering objective advice,
quality services, suitable solutions, and practical ideas. While each
is an expert in their chosen field of endeavor, they possess common
traits – being client-centered, striving for the right relationships,
being a resource for their clients, and possessing a passion for
results. These traits combined with the Company’s diverse professional
services truly make Wertz & Company the right choice for many
of Southern California’s entrepreneurial companies.
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