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Accounting & Advisory
Help your new business thrive with
You’re busy building your startup or growing your entrepreneurial venture. Let Berg Advisors handle the financial side so you can concentrate on what you do best. We’re a nationwide team specializing in providing clear, accurate accounting services tailored to the unique needs of startups and entrepreneurs. We’ll take care of the daily financial tasks, leaving you free to focus on sales, customers, and growth.
We manage daily transactions, track expenses, handle invoicing, manage payroll integrations, reconcile bank accounts, and complete your month-end close in QuickBooks Online or Xero. Using secure cloud accounting, your financial information is always accurate and readily available.
We also offer business tax planning and preparation, sales tax compliance, and provide monthly financial reports including profit and loss statements, balance sheets, and cash flow statements. We’ll provide you with easy-to-understand dashboards, cash flow forecasting, and insights specific to your industry, whether it’s e-commerce, professional services, or contracting. Get started with a Free Consultation & Quote to find the perfect plan for your business.
Trust that your startup bookkeeping and financial statements are handled with expertise and accuracy by professionals who understand the unique needs of early-stage businesses.
Reclaim countless hours previously spent on accounting tasks to focus on business development, product innovation, and securing your next round of funding.
Our fixed, all-inclusive monthly fees provide a predictable budget, eliminating the unexpected costs of hiring an in-house CFO or a full-time accountant.
Accurate financial records are vital for smart business decisions, smooth tax seasons, and profitable growth. Berg Advisors provides cloud-based accounting that transforms raw data into useful, real-time financial insights, allowing you to focus on running and growing your company.
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Frequently Asked Accounting Questions
Most startups are up and running within two weeks. Once you provide access to your banking information, credit cards, payroll, and other apps, our team takes over. We’ll handle the entire setup, connect all your accounts to QuickBooks Online or Xero, and perform a light cleanup to get your books ready for the first monthly close. You’ll get a clear timeline and a dedicated point of contact, so you know exactly when our accounting services will start delivering value.
For e-commerce startups, we specialize in integrating platforms like Amazon, Shopify, and Walmart, as well as payment processors like Stripe and PayPal. We can also connect specialized tools like A2X to ensure accurate transaction data. We’ll provide your first accurate financial reports and KPI dashboards by the date we agree upon.
No. Our team of CPAs offers fully integrated tax planning and preparation services. This means your clean, accurate books flow directly into your tax filings. We provide year-round advisory services to help you minimize your tax liability by offering guidance on entity selection, quarterly estimated tax payments, and deduction strategies specifically for early-stage companies. With our bookkeeping and tax services under one roof, you’ll have a single point of contact and faster turnaround times.
We support both cash-basis and accrual-basis accounting. For many early-stage businesses, cash-basis accounting is a great starting point, as it’s simple and gives you a real-time view of your cash flow. However, if your business has inventory, manages accounts receivable or payable, or needs a clearer view of profitability, we recommend accrual accounting. We can help you manage things like Cost of Goods Sold (COGS) and revenue recognition. We’ll also help you transition between methods as your business grows.
Yes, we can. For many startups and entrepreneurs, outsourcing your accounting is more cost-effective than hiring a full-time employee. You’ll save money on salary, benefits, software, and management overhead. Our fixed-fee packages provide predictable pricing and give you access to a dedicated team with CPA oversight, so you get expert support without any coverage gaps. You’ll gain process consistency, with reliable monthly closes and accurate reports, freeing you to focus on your core business and scaling your operations.
