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Bookkeeping
Take the stress out of managing your money with
You have enough to do running your business. Hand off your accounting to a seasoned team that specializes in small business bookkeeping nationwide. We’ll handle daily transaction classification and expense tracking, accounts payable bill pay, accounts receivable invoicing, payroll integrations, bank reconciliations, and month-end close in QuickBooks Online or Xero. With secure, cloud accounting workflows, your books stay accurate and up to date so you can focus on sales, customers, and growth.
We also provide business tax planning and preparation, sales tax compliance, and monthly financial reporting that includes profit and loss, balance sheet, and cash flow statements. Get clear visibility with simple dashboards, cash flow forecasting, and industry-specific insights for e-commerce, professional services, and contractors. Start with a Free Consultation & Quote to see the right plan and pricing for your company.
Trust that your back-office accounting work is processed accurately and in a timely manner.
Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.
Accurate books are the foundation of smart business decisions, smooth tax seasons, and profitable growth. Berg Advisors delivers cloud-based bookkeeping that turns raw data into reliable, real-time financial insight—so you can focus on running your company.
How our Process Works
What our Clients are Saying
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Common Bookkeeping Questions
Most small businesses are live within about two weeks once we have secure access to your banks, credit cards, payroll, and apps. Our Philadelphia bookkeeping team handles the intake checklist, chart-of-accounts mapping, and connections to QuickBooks Online or Xero, then completes a light clean-up before your first monthly close. You’ll get a clear onboarding timeline, a dedicated point of contact, and real-time status in our client portal, so you know exactly when your bookkeeping services begin delivering value. Explore our process on Bookkeeping Services.
For e-commerce brands, we also connect Amazon, Shopify, Walmart, and payment processors like Stripe/PayPal, and (if needed) tools such as A2X for transaction sync and settlement mapping. If historical records require catch-up, we scope that upfront to avoid surprises, then deliver your first set of accurate management reports and KPI dashboards by the agreed date. Learn more about our multi-channel workflows on E-Commerce Accounting or ask about forecasting support via Outsourced CFO.
No, our CPAs provide integrated tax planning and preparation so your clean books flow straight into filings. Year-round advisory helps you minimize liability with entity selection guidance, quarterly estimates, and deduction strategies tailored to Pennsylvania and multi-state needs. See how we approach proactive planning on Tax Planning and end-to-end compliance on Business Tax Preparation.
If you sell online, we also advise on sales tax economic nexus and marketplace facilitator rules, coordinating filings so your financials stay aligned with the way you actually operate. Because bookkeeping and tax live under one roof, you get fewer handoffs, faster turnaround, and one accountable team. For channel-specific guidance, visit E-Commerce Accounting or add KPI and cash-flow modeling through Outsourced CFO.
Yes. Cash basis bookkeeping is best when you want simplicity and real-time cash visibility—great for service businesses and early-stage companies tracking inflows/outflows closely. We’ll help you decide when cash is appropriate and ensure your bookkeeping services deliver timely, accurate reporting for owners and advisors. Get an overview of our monthly close on Bookkeeping Services.
We recommend accrual accounting when you carry inventory, invoice customers, manage A/R or A/P, or need a truer view of profitability and margins across products or channels. Our team supports inventory costing, COGS accuracy, deferred revenue, and SKU-level reporting for Amazon, Shopify, and wholesale operations. If you’re transitioning, we can convert from cash to accrual and design dashboards to monitor unit economics, see E-Commerce Accounting and planning options via Outsourced CFO.
Often, yes. Many clients find outsourced bookkeeping more cost-effective than a full-time hire when you factor salary, benefits, payroll taxes, software, and management time. With our fixed-fee packages, you get predictable pricing, a trained team, and CPA oversight without coverage gaps when someone is out. Compare options on Bookkeeping Services and pair with Business Tax Preparation to consolidate vendors.
Beyond cost, you gain process rigor: documented workflows, month-end closes, reconciliations for banks/processors, and clear management reports delivered on schedule. Add budgeting, forecasting, and KPI dashboards through Outsourced CFO, and meet the professionals behind your numbers on Meet the Team. This structure gives owners better visibility, faster decisions, and a scalable finance function as you grow.
