About Berg Advisors
Woodard Top 50 Accounting Firm & Intuit Firm of the Future
For more than 30 years we’ve helped business owners turn numbers into decisions. Berg Advisors is relationship driven, proactive, and technology forward. We support you through every stage of growth with small business accounting, tax planning, and outsourced CFO services.
Our motto is simple: We Can Help.
What Clients Are Saying
About Berg Advisors Tax and Accounting Services
“We joined Berg because our business needed someone to talk to and ask questions. Their team proactively reached out to us to schedule recurring calls. Having an outsider build a relationship with our team was amazing. They always come prepared for our calls, and willing to share honest advice.”
Amazon & Shopify Seller
“Our small business outgrew our old firm and we were looking to work with a firm that could grow with our business. Also we were hoping to consolidate our professionals to one-source. Berg promised and delivered what was expected, and I feel that Berg always has answers to my questions.”
Retail Shop
“We were seeking next-level advice for our business strategy. The Berg team first corrected our accounting to be more understandable, then they walked us thru multiple scenarios and plans in our for us to make a better informed decision. They are never too busy to answer my questions.”
Financial Services Industry
“Our business needed help from multiple perspectives. Having one team understand our situation from a 360 basis was a huge advantage and time saver.”
Medical Offices
“The staff at Berg are excellent communicators. I never feel like anyone is too busy to help me when I reach out. First class service all the way!”
Multi-channel Ecommerce Seller
“At every step of my business evolution, Berg Advisors was there for us. As we grew, our needs changed. Having someone to bounce important decisions off was amazing!”
Child Care Business
Boutique client-focused CPA Firm
Our Promise to Clients:
We Can Help
We believe accounting should be clear, responsive, and useful. We keep communication simple and frequent. We set a mutual success plan with every client to understand your goals, track progress, and provide practical education along the way. When you need us, we are there.
Accounting Services for Small Businesses
Small Business Accounting | Tax Planning & Preparation | Outsourced CFO
- Monthly bookkeeping and close
- Quarterly Advisory & Strategic Conversations
- Year-round tax planning business and individual returns
- Sales tax nexus reviews and filings
- Controller and outsourced CFO services with KPI dashboards
E-Commerce Accounting Expertise
Amazon, Shopify, Walmart, and multi-channel brands
- Multi channel Ecommerce Bookkeeping and Accounting
- Accrual conversion and inventory accounting
- Advisory Conversations at all levels of business growth
- Mergers & Acquisitions support
- SKU-level profitability and COGS accuracy
- Channel reconciliation and marketplace fees
- Cash flow forecasting and purchasing plans
- Sales tax economic nexus across states
Technology That Makes Your Life Easier
Cloud Accounting | QuickBooks Online | Secure Client Portal
- Real-time dashboards and KPI tracking
- Automated bank feeds and reconciliations
- Encrypted document portal and e-signature
- Standardized workflows for faster closes