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We provide comprehensive accounting services designed specifically for small businesses across the nation. We take care of daily transactions, expense tracking, accounts payable and receivable management, payroll integration, bank reconciliations, and month-end closing in QuickBooks Online or Xero. Our secure, cloud-based accounting workflows ensure your financial records are accurate and up-to-date, allowing you to focus on what matters most: growing your business.
We offer more than just basic bookkeeping. Our services include business tax planning and preparation, sales tax compliance, and detailed monthly financial reporting, including profit and loss statements, balance sheets, and cash flow statements. We provide clear, easy-to-understand dashboards, cash flow forecasting, and industry-specific insights tailored to e-commerce, professional services, and contracting businesses. Get started with a free consultation and quote to determine the best plan for your company’s needs.
Trust that your accounting work is handled accurately and efficiently by experienced professionals.
Reclaim valuable time spent on administrative tasks and reinvest it in your business’s growth.
Our fixed monthly fees eliminate unexpected billing surprises associated with hourly rates.
Accurate financial records are crucial for sound business decisions, smooth tax seasons, and sustainable growth. Berg Advisors offers cloud-based accounting solutions that transform raw data into actionable, real-time financial insights, empowering you to focus on running and expanding your company.
What our Clients are Saying
“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.”
“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.”
“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.”
“Our business needed help from multiple perspectives. Having one team understand our situation from a 360 basis was a huge advantage and time saver.”
“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!”
“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!”
Schedule a free discovery call today
Frequently Asked Questions
Most small businesses are fully integrated within two weeks of providing access to their banking information, credit cards, payroll data, and relevant apps. Our team handles the onboarding checklist, chart-of-accounts mapping, and connections to QuickBooks Online or Xero. We then perform a light clean-up before your first monthly close. You’ll receive a detailed onboarding timeline, a dedicated point of contact, and real-time status updates through our client portal. This ensures you know exactly when your accounting services start delivering value. For e-commerce businesses, we also integrate platforms like Amazon, Shopify, Walmart, and payment processors such as Stripe and PayPal. We’ll address any historical data clean-up needs upfront to avoid surprises and deliver your first accurate management reports and KPI dashboards by the agreed-upon date.
No. Our team of CPAs provides integrated tax planning and preparation services. Your clean and organized financial records seamlessly transition into tax filings. Year-round advisory services help minimize your tax liability through guidance on entity selection, quarterly estimates, and tailored deduction strategies for businesses operating in Pennsylvania and across multiple states. For online businesses, we offer expert advice on sales tax economic nexus and marketplace facilitator rules, ensuring your financials accurately reflect your operations. The integrated approach of having accounting and tax services under one roof minimizes handoffs, speeds up turnaround times, and ensures a single point of accountability.
Yes. We support both cash and accrual accounting methods. Cash basis accounting is ideal for simplicity and real-time cash visibility, particularly beneficial for service-based businesses and early-stage companies closely tracking inflows and outflows. We’ll help you determine the most appropriate method for your business and ensure accurate and timely reporting. Accrual accounting is recommended when you manage inventory, invoice customers, handle accounts receivable or payable, or require a more comprehensive view of profitability and margins across various products or channels. Our team supports inventory costing, cost of goods sold (COGS) accuracy, deferred revenue, and SKU-level reporting for platforms like Amazon, Shopify, and wholesale operations. We can assist with transitions between cash and accrual accounting and design customized dashboards to monitor key performance indicators (KPIs) and unit economics.
Most clients go live within two weeks once we receive access to banks and software.
