Bertha has practiced public accounting since 1995 and has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, health, and welfare benefit plans. She has also worked with a number of 11-k clients. Her ERISA expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. Bertha provides various consulting services related to the ERISA industry nationwide and dedicates her time to staying on top of the Department of Labor requirements while they are still in the proposal and discussion stage.
Bertha has been named by the Silicon Valley Business Journal as one of the Women of Influence in Silicon Valley and the San Francisco Business Times’ Most Influential Women in Bay Area Business. She has previously served on the AICPA’s Employee Benefit Plans Expert Panel and the Executive Committee of their Employee Benefit Plan Audit Quality Center. She also chaired the AICPA’s annual Benefit Plan national conference for several years and served on the AICPA’s Technical Standards Subcommittee, which assists with the Department of Labor’s review of ERISA audits and auditors. She is frequently called upon to speak at local and national organization events dedicated to the Benefit Plan Audit specialty and her acumen is widely recognized by many of the third party administrators, trustees, and investment custodians utilized by companies in Silicon Valley and beyond.