A Pennsylvania CPA firm that treats your business like family
Flat-fee bookkeeping, tax, and advisory from a CPA firm that actually calls you back
Berg Advisors started more than 30 years ago in Pennsylvania, and the way we work with clients hasn't changed since: we pick up the phone, we ask questions, and we explain what your numbers mean before we tell you what to do about them. Our team supports e-commerce sellers, property managers, and family offices nationwide, all on flat monthly fees instead of an hourly clock. Growing businesses need an accounting firm that will be a partner, return calls and think a step ahead. "We Can Help" is what we say because it's the honest answer we give most often, whether the question is about multi-state sales tax nexus or a distribution from a family trust.
Accounting, bookkeeping, and tax services built around your business
Most firms bill by the hour, so every phone call feels like it costs money. We work on a flat monthly fee across three core service lines, which means calling to ask a question is never something you have to think twice about.
Accounting and Bookkeeping
Monthly [accounting and bookkeeping](/services/accounting) and close, bank and credit card reconciliations, and accounts payable and receivable management, handled through our team.
Business and Personal Income Tax
Business and personal [tax preparation](/services/tax), year-end 1099 filing, and sales tax compliance, backed by tax planning built around your entity structure instead of last year's return.
Business Advisory and Consulting
Cash flow management, budget development, succession planning, and recurring [advisory calls](/services/advisory) that turn a financial report into a decision about hiring, pricing, or your next warehouse lease. Every engagement starts with the same conversation: what's working, what's not, and what you actually need from your accountant this year.
Specialized support for e-commerce, property management, and family offices
Multi-Channel E-Commerce
Selling across Amazon, Shopify, eBay, Etsy, and Walmart at once usually means five reports that don't agree with each other and a COGS number nobody trusts. We reconcile revenue and inventory across every channel and track multi-state sales tax nexus as you expand, the kind of accrual and nexus advisory work our team gives directly to [e-commerce sellers](/industries/e-commerce) moving off cash-basis books.
Property Management Companies
Tracking income, expenses, and owner distributions across a dozen properties and entities in a spreadsheet is how things slip through. We build one centralized view of performance across every [property and entity](/industries/property-management), so management fees and owner draws reconcile every month instead of only at tax time.
Family Offices
Commingled personal and business accounts spread across multiple entities and investments make it hard to answer a simple question: what do we actually have, and where. We consolidate that picture for [family offices](/industries/family-offices) across every account, so you get one clear view instead of statements from three different custodians.
Why businesses choose Berg Advisors
Hourly billing rewards the accountant for taking longer, not for helping you sooner. We charge a flat monthly fee instead, so you can call, email, or ask us to double-check a number without watching a clock. Every client also gets a mutual success plan, a short written agreement on what we'll deliver, when, and how often we'll talk, so you know what to expect starting month one. More than 30 years of CPA experience, carried forward by the team behind Berg Advisors, means we've usually seen your situation before, even if you haven't.
Recognized expertise you can trust
- 30+
- years of CPA experience
- Woodard Top 50 Client Accounting Services Award Firm, spotlighted in 2023
- Canopy 2021 Innovation Award Finalist, recognizing how the firm uses technology to serve clients faster
How we partner with you from day one
Start with a real conversation
We ask about your business before we ask about your books: what you sell, who you sell to, and what's kept you up at night the last few months.
Build a mutual success plan
You get a short written plan covering what we'll deliver, when, and how often we'll talk, so nothing is assumed on either side.
Get onboarded without losing a month
We pull prior records, clean up what needs cleaning, and get your books current, usually within your first few weeks with us.
Hear from us before you have to ask
Monthly or quarterly calls, depending on your plan, plus a note anytime something in your numbers looks worth a conversation.
Frequently Asked Questions About Small Business Accounting, Bookkeeping, Tax, & Advisory
Let's talk about your business
Tell us what's going on with your business, and we'll tell you honestly whether we're the right fit. Schedule a consultation and find out what proactive accounting actually feels like.