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About Us

About My Firm

For over thirty years, including the last decade as Steven H. Bertram CPA P.A., I have been providing quality, personalized financial guidance to local individuals and businesses. My expertise ranges from basic tax management and accounting services to more in-depth services such as audit and attest, financial statement preparation, and financial planning.

I do my very best to assure every client receives the close analysis and attention they deserve. I trust that it is my dedication to high standards, quality of work product, and work ethic that is the reason my client base returns year after year.

 

My Mission

My mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of my clients' needs through research and sound analysis. Steven H. Bertram CPA P.A. is dedicated to meeting these goals with high standards of excellence and professionalism.

My dedication to hard work has earned the respect of my client base. I believe this to be a direct derivative of my desire to listen to and respond timely to my clients. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Steven H. Bertram CPA P.A. receive competent and timely advice.