The Proactive Partnership in Accounting
I often tell people that I’m not your typical accountant, and Berg Advisors isn’t your typical accounting firm. After more than 30 years as a CPA, I’ve built this firm around one core philosophy: our job is to be your strategic advisor and support mechanism, not just a yearly service provider.
Our relationship is the foundation of everything we do. We pride ourselves on being proactive communicators and thinkers, dedicated to understanding your goals through a mutual success plan. We don’t just process data; we provide feedback and education throughout the process, because seeing our clients succeed is truly what we enjoy most.
Services Built for the Modern Business
We offer a
360-degree suite of services designed to flex with your specific needs. Whether you require bi-weekly bookkeeping, full-service accounting, tax planning and preparation, or even outsourced CFO services, we’ve got you covered.
Leading the Way in E-Commerce
A key area where we excel is supporting e-commerce businesses. We are proud to be one of the US’s only full-service firms dedicated to these dynamic, product-based businesses. We specialize in the critical areas that drive growth and compliance for multi-channel sellers:
- Accrual Accounting: Converting your financials to provide a clearer, more accurate picture of profitability.
- Inventory & Cash Flow Management: Mastering the complexities of your product flow and working capital.
- Compliance: Guiding you through the tricky landscape of economic nexus (sales tax) and maximizing credits like the R&D credit.
Technology and Education, Available 24/7
In a fast-paced world, you need access and reliable support. We leverage the latest technology to deliver relevant data and services when you need them most, effectively being there for our clients 24/7. We believe in holding your hand and educating you on both your business and personal financial needs, ensuring that you always understand the ‘why’ behind the numbers.
At Berg Advisors, my goal is simple: to provide accessible, strategic, expert services so you can focus on running and growing your business. I’m a proud member of the AICPA and the PICPA, committed to maintaining the highest professional standards for you.
