Bertha leads the assurance practice for the Moss Adams Northern California region. She oversees audit quality, staffing and engagement management and client service. Northern California assurance practice specializes in a variety of industries and service lines with over 300 professionals serving clients.
Bertha has served as the national practice leader for the employee benefit plan practice at Moss Adams. She 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 DOL requirements while they are still in the proposal and discussion stage.
Additionally, 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, has 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.