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Joseph R. Bertels CPA

260-615-6303

Company Information:
The BND partners have a long history of top brokerage and client services in Fort Wayne and Northeast Indiana. Disposition and representation assignments involve a comprehensive set of strategies to insure the successful outcome of the assignment. The BND Commercial team has extensive knowledge and background in the commercial real estate field as well as marketing, financial analysis, and customer service.

Experience counts! All of the brokers at BND Commercial are knowledgeable, experienced professionals with many years of sales and negotiating experience. They are committed to helping their clients through informed, competent, and ethical representation.

Whether it's seeking prospective tenants, looking to renew, or wanting to relocate, the BND team is here to assist.


Background:
Joseph joined BND Commercial as part of their expansion to lead the business brokerage division. Joe will be handling business mergers & acquisitions. He is the founder of West Financial Services, LLC which is a licensed public accounting firm specializing in the brokerage of businesses. Previously, Joe was the head of assurance services division for Bojrab Kaufman & Company and was responsible for implementing policies and procedures to streamline and standardize the audit and review process for the preparation of annual financial statements. His duties also included audits of multi-million dollar companies as well as the preparation of federal and state income tax returns. Prior to joining Bojrab, Joe worked with Krouse Kern & Company as well as Somerset Financial Services in Indianapolis. Joe is a graduate of Tri-State University with a Bachelor of Science in Business Administration with High Honors.

Josephs professional qualifications include:
Licensed Certified Public Accountant
Licensed Indiana Real Estate Salesperson
Membership with the Indiana CPA Society
Membership with the American Institute of Certified Public Accountants
Affiliate of Business Brokers Network
Adjunct instructor at Tri-State University teaching Advanced Financial
Accounting and Advanced Income Tax

Josephs professional experience includes the following:
Buyer Agent for acquisition of bearings and drives distributor located in Alabama
Exclusive Agent for turnkey cellular phone stores in Indiana
Lead accountant responsible for due diligence inquiries and information disclosure in the sale of a title company for $18,000,000
Lead auditor responsible for financial statements of a multi-national software company
Lead auditor for gasoline / convenience store company with 40+ locations in Northeast Indiana, Northwest Ohio
Lead auditor for franchise pizza restaurant with 40+ locations throughout Indiana
Lead auditor for professional baseball franchise
Lead auditor for various commercial contractors specializing in commercial construction, excavating, electrical, roofing and residential construction
Preparation of multi-state income tax returns for worldwide furniture manufacturer with sales exceeding $200 million

Affiliations:
Licensed Certified Public Accountant
Licensed Indiana Real Estate Salesperson
Membership with the Indiana CPA Society
Membership with the American Institute of Certified Public Accountants
Affiliate of Business Brokers Network
Adjunct instructor at Tri-State University teaching Advanced Financial
Accounting and Advanced Income Tax

Areas Served:
Allen County, Indiana.  

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