Business Details
6 Years
experience
Your Trusted Partner for Accounting and Business Solutions
At Wertz & Company & Company, we are dedicated to providing comprehensive accounting, tax, and business consulting services tailored to entrepreneurs, closely held businesses, and high-net-worth individuals. Our client-centric approach prioritizes understanding your unique needs, offering proactive solutions that extend far beyond traditional CPA services. With a focus on strategic financial guidance, we act as your trusted partner in navigating complex business and personal financial landscapes. Our team combines Big Four expertise with a boutique firm's personalized attention, ensuring you receive both technical excellence and genuine care. We are driven by core values that emphasize integrity, collaboration, and community impact, creating a foundation of trust that supports long-term growth for our clients and team members alike.Through innovative use of technology, we streamline processes to deliver efficient, accurate results while maintaining a commitment to transparency and ethical standards. Our services span tax planning and compliance, outsourced CFO solutions, management consulting, estate planning, and auditing, all designed to help you achieve your financial objectives. Recognized as one of the best places to work in Orange County, our culture fosters professional development and work-life balance, which directly benefits our clients through motivated, engaged team members. We measure success not just by financial metrics but by the positive impact we create for our clients, employees, and community. This holistic approach has made us a trusted advisor to businesses at every stage of growth.
Services
Tax Planning
Management Consulting
Outsourced CFO
Estate Planning
Auditing Services
Details
- Year established: 2020
Highlights and features
- We offer proactive, year-round financial guidance from experienced professionals.
- Our team combines Big Four expertise with personalized boutique firm service.
- We maintain 24/7 availability for client questions beyond tax season.
- We utilize modern technology to streamline accounting processes and improve efficiency.
- We are recognized as one of the best places to work in Orange County.
Services
Tax Planning & Compliance
Our tax planning and compliance solutions provide strategic guidance to minimize tax liabilities while ensuring regulatory adherence. We offer personalized strategies for both businesses and individuals, including tax projections, entity structure selection, and IRS audit representation. Our proactive approach integrates estate and retirement planning to create comprehensive financial strategies that support long-term objectives.
Outsourced CFO Services
We deliver elite financial expertise through outsourced CFO services that handle day-to-day financial operations and long-term strategy. Our solutions include cash flow analysis, budget development, and implementation of streamlined accounting workflows. This service enables businesses to maintain high-level financial oversight without expanding their payroll while benefiting from experienced professionals.
Management Consulting
Our management consulting services focus on improving organizational efficiency and profitability through strategic business planning. We analyze operational structures, develop financial strategies, and provide merger/acquisition analysis to help businesses achieve growth objectives. Our consultants combine industry expertise with practical solutions to address specific business challenges.
Estate & Trust Planning
We create customized estate planning strategies that address multi-generational wealth transfer and business succession. Our services include life insurance analysis, family gifting strategies, and business continuation planning. By understanding each client's unique goals, we develop comprehensive plans that preserve wealth while aligning with personal values and risk tolerance.
Auditing & Accounting Services
We provide comprehensive auditing services including financial statement reviews, compliance audits, and internal control assessments. Our industry-specific expertise covers manufacturing, technology, healthcare, and real estate sectors. These services deliver accurate financial reporting for stakeholders while identifying opportunities to improve financial processes and controls.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statement preparation, cash flow analysis, and payroll processing tailored to small businesses.
Do you specialize in any particular industries?
We have industry-specific expertise in manufacturing, technology, healthcare, real estate, retail, and construction sectors.
How do you support business growth through financial planning?
Our financial planning services combine cash flow analysis, budget development, and strategic business planning to support sustainable growth initiatives.
What technology do you use to streamline accounting processes?
We utilize modern accounting platforms like Intacct and QuickBooks while implementing best-in-class technology solutions to improve efficiency.
How can I schedule a consultation with your team?
You can contact us directly at (949) 756-5000 or use our online contact form to discuss your financial needs.
What sets your firm apart from other accounting services?
Our combination of Big Four expertise, personalized service, and technology-driven approach creates unique value for clients.
Reviews (3)
George Van Fossan
Feb 27, 2014
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Truly professional, I can always rely on Wertz for any accounting / tax knowledge without hesitation.
Adam White
Nov 17, 2013
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I've been working with Wertz for a long time and very happy the'yre there for me. I have a small outfit but they've always treated me like a key client. Not only have they helped me with taxes and strategies but even helped me with IT work - where can you find that?! If you want a company that's professional, knowledgeable and prompt, look no further. Thanks guys, Adam
Jeremy Durant
Jan 21, 2013
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Wertz & Company has been an excellent accounting resource for the marketing agency I founded. I highly recommend Wertz for any business in need of tax planning, financial guidance, business strategy, etc.
