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Our Core Values

The Ethics & Principles that Drive Our Accounting Services

Every decision we make, service we perform and conversation we have is held to the high standards of our internal core values.

OUR COMPANY VALUES

These tenets are at the core of everything we do at Wertz & Company. We are proud to share our values publicly because we know that each will be apparent in both action and word.

  • STRIVE TO DO GOOD.

    Good work is at the heart of Wertz & Company. It’s what we do and what we are known for. Taking action and making good happen outside our walls is what we strive for. We always do our best, try our hardest and make the most of what we have.

  • DELIVER ON YOUR WORD.

    We do what we say we’re going to do and we accomplish it when we say we’re going to. We don’t just deliver the expected, we aim to go above and beyond for our clients, continuing to build on the relationship of trust.

  • SAVOR THE MOMENT.

    Life is composed of small moments that frame the bigger life moments. Cherish each one and live each day to the fullest. Embrace the good, the bad and the ugly, so that you will continue to grow in joy and wisdom, gain knowledge and build up those around you.

  • ACCEPT LIKE FAMILY.

    We strive to welcome every person who walks through our doors or our inbox into our family culture. Embracing, trusting, encouraging and challenging one another to be the best version of who we are. It is important to take care and look out for our fellow colleagues as well as our clients.

  • CREATE A FOUNDATION OF TRUST.

    We work hard to make sure each client and colleague feels respected, valued, heard and confident in their partnership with us. We put our clients first, always asking, Is this the best thing for the client? We build in the equity of trust, engaging in conversation and confidentiality in every aspect of business management and professional accounting services.

  • BALANCE WORK AND PLAY.

    We value time here at Wertz & Company. It is of the utmost importance that each person knows how to work hard and enjoy the fruits of their labor. We try to live our best life, be grateful for what we have, be present and make time for others.

  • TEACH AND LEARN FROM OTHERS.

    We know we do not have all the answers, yet we believe knowledge is power. When we don’t know the answer, we find out and learn how to fix it. We value the interests and knowledge of others who are experts in their field and we aren’t afraid to ask for help.

  • BE GENEROUS.

    We strive to be generous with our resources as well as with our time. Our actions speak louder than words and we desire to be known for our generosity towards others and live lives that reflect our joy in giving and serving.

A DIFFERENT KIND OF ACCOUNTING FIRM

When you work with Wertz & Company, you get much more than a standard CPA firm. Consider us your loyal partner, helping you navigate every phase of your financial journey.