Bertha leads the Assurance Practice for the firm’s Northern California region. She oversees audit quality, staffing and engagement management, and client services. The Northern California assurance practice specializes in a variety of industries and service lines with over 300 professionals serving clients.

Bertha has served as the firm’s national practice leader for the Employee Benefit Plan Services group. She has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, and health and welfare benefit plans. She has also worked with several 11-K clients.

Bertha’s Employee Retirement Income Security Act of 1974 (ERISA) expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. She provides various consulting services related to the ERISA industry nationwide and dedicates her time to staying on top of the Department of Labor (DOL) requirements while they’re still in the proposal and discussion stage.

Furthermore, Bertha has served on the AICPA’s Employee Benefit Plans Expert Panel, and on the AICPA Employee Benefit Plan Audit Quality Center’s Executive Committee, chaired the annual national AICPA and California State Society Benefit Plan conference for several years, and served on the AICPA’s Technical Standards Subcommittee, which assists with the DOL’s review of ERISA audits and auditors.

• Internal Control: Putting the Puzzle Pieces Together, American Institute of Certified Public Accountants
  (National Conference on Employee Benefit Plans, May 2021)
• Overview of Health & Welfare Plans, American Institute of Certified Public Accountants
  (National Conference on Employee Benefit Plans, May 2021)
• Learn to Hedge Your Bet Against the Challenges of Auditing in an Electronic Environment, American Institute of Certified Public Accountants
  (National Conference on Employee Benefit Plans, May 2018)
• A&A for Plan Mergers and Terminations: What You Need to Know to Get Out of the Game, American Institute of Certified Public Accountants
  (National Conference on Employee Benefit Plans, May 2018)
• Best Practices in EBP Audits
  (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
• What Is Compensation and How Do You Audit?
  (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
• Mergers, Spin-Offs, and Termination
  (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
• What You Need to Know for Form 11k Filings
  (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)
• Best Practices When Working with Service Providers
  (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)

• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants

• BS, accounting, Marist College, New York