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Integrity + Quality + Continuity

Andrew Moretz

Andrew Moretz

Andrew Moretz
Position (Title)
Audit Manager
Experience

Mr. Moretz joined the firm in January 2012 as an intern, and was promoted to full time staff in July of 2012, before graduating in August, 2012 from Wheeling Jesuit University with his Bachelor’s degree in Accountancy. Andrew has been assigned to and has taken the lead role of the Firm’s Grant Compliance and Single Audit engagements. He has significant experience with Federal compliance requirements and grant reporting. Andrew is the leader of the Firm’s payroll audit services provided in conjunction with our Employee benefit plan audits. Also in our employee benefit plan practice, Andrew is in charge of claims testing for our Medical Plan audits. Mr. Moretz has passed three out of four sections of the CPA exam and is preparing for the 4th.

About

Resides in Wheeling, WV

AICPA Single Audit Badge

Professional Affiliations
  • West Virginia Society of Certified Public Accountants (WVSCPA) - Member
  • Northern Panhandle Chapter of the WVSCPAs - Member and Officer
  • Advanced Single Audit Certificate
Civic Involvement
  • Holy Family Child Care | 2018 - Current | Board Member, President
  • Winter Freeze Shelter (YSS) | 2016- Current | Volunteer
  • Catholic Charities Neighborhood Ctr | 2014 - Current | Volunteer
  • Meals for the HomeBound | 2016 - Current | Volunteer
Education
BS Accounting; Wheeling Jesuit University (now Wheeling University)
Professional Certification
CPA Exam Preparation in Process; 75% complete.
Hire Date
Years of Experience
7
Andrew sitting outdoors on a bright day next to office building landscaping.

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