What was the scope of their involvement?
Wertz & Company has acted as a strategic partner for us. They’re in charge of cash flow management, bookkeeping, and tax services. Their team handles our corporate and personal taxes. Additionally, they’ve advised us on our pricing, AR/AP, and the best policies for small businesses.
What is the team composition?
Katie (Partner and Tax Principal) is our main point of contact. There have been others who assisted her, but it is nice to have continuity with her.
How did you come to work with Wertz & Company, LLP?
In late 2012, we decided we wanted to work with a full-service provider. Previously, we were working with several different vendors that each took care of one service.
We realized it would be much easier to consolidate all that work with one vendor. Additionally, we wanted to apply for a business loan, but we didn’t have the expertise to do so.
They put together a proposal and it was very easy to understand, so we chose to move forward with them.
How much have you invested with them?
We spend about $15,000 per year or about $105,000 in total.
What is the status of this engagement?
We began working together in November 2012, and the engagement is ongoing.