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Bert Doerhoff, CPA

"We all have an obligation to leave this world a better place than we found it."   

Bert started his own firm, Doerhoff & Associates CPA, as early as 1978. Specializing in thinking differently and challenging the status quo, Bert went on to receive various national awards, from the Jefferson City Reader’s Choice Awards’ “Top Accounting Firm and Top Wealth Manager” to CPA Digest’s "Digest 50 Award." He has also spoken at conferences throughout the US, held statewide offices in professional associations, and is a published author in his field.

From starting his career working for Peat, Marwick, Mitchell & Co, a worldwide CPA firm known as KPMG, Bert is now a registered investment advisor working with select clients and providing them strategic wealth management to help protect and build wealth for life. He also spends countless hours making a permanent difference in the lives of the less fortunate by working with programs to help them become self-sufficient.

Find him on LinkedIn.

Bert Doerhoff

Maximizing Your Wealth: The Benefits of Professional Wealth Management

By / / Wealth Management

Building wealth is a long-term goal for most people. Achieving it requires careful planning, intelligent investment decisions, and disciplined savings. A critical decision for many is whether to manage their finances themself or retain a financial advisor. This decision is complicated because index and exchange-traded funds have made “DIY” investing easier. When should you seek …

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The Power of Diversification

By / / Wealth Management

The investing world can be challenging, with many options and minefields. Diversification is a particularly effective strategy to manage risk and preserve wealth over time. What is Diversification? Diversification spreads your investments across various asset classes, industries, and geographic locations. It aims to reduce the overall risk of your investment portfolio by minimizing the impact …

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Smart Accounting Practices To Improve Cash Flow

By / / Business Advice, Wealth Management

No one knows who coined these words:  “Revenue is vanity, profit is sanity, but cash is king.” The importance of a positive cash flow can’t be overstated.  It’s much more important than profits. Here’s why. Profitable but troubled A company can be profitable but need more funds to pay its current operating expenses.   How is …

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wealth management trends, digital transformation

Wealth Management Trends in the Age of Digital Transformation

By / / Wealth Management

The Covid-19 pandemic had far reaching ramifications, extending well beyond its devastating impact on the health of millions of Americans. It disrupted the way we interact with each other, turning “Zoom” into a verb. Advisors now routinely schedule client meetings via videoconference. These meetings, which used to take 3-4 hours with travel time included, can …

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