A CPA firm that treats your business like family
Thirty years of CPA experience, flat monthly fees, and a team that is invested in client relationships
Quick answer
Berg Advisors is a CPA firm founded more than 30 years ago in Newtown Square, Pennsylvania, now serving e-commerce, family office, and property management clients in more than 20 states. The firm is fully virtual, charges flat monthly fees and runs on proactive, scheduled communication instead of hourly billing.
Founded more than 30 years ago in Pennsylvania, Berg Advisors is a virtual firm serving e-commerce sellers, family offices, and property management companies nationwide. We prioritize building relationships with our clients and getting to know their stories, so we can provide the services they need most.
Most local accounting firms treat you like a transaction, an annual filing or a once-a-year phone call in March, but we built something different. Every client gets a written mutual success plan outlining what we're tracking together and how often we'll talk about it. That's the difference between a firm that files your return and one that actually knows your business.
Over 30 years of experience behind every recommendation
Berg Advisors was founded on the belief that good advice comes from pattern recognition, seeing what works and what doesn't across hundreds of businesses over three decades. That experience shows up in the details: the sales tax nexus question you didn't know to ask, the accrual conversion your bank will require before your next loan, the entity structure that saves real money at tax time.
The firm's approach has earned outside recognition too. Berg Advisors was named a Woodard Top 50 Client Accounting Services firm in 2023 and was a finalist for Canopy's Innovation Award in 2021. Firm leaders have spoken to AICPA audiences and discussed the firm's approach to modern accounting on the Profit First Professionals podcast.
A CPA credential means someone passed an exam. Three decades of client relationships means someone knows what actually happens when a Shopify seller expands into a fourth state, or when a family office needs to untangle personal and business accounts. That's the kind of experience behind every recommendation we make.
Deep specialization in the industries we know best
Multi-Channel E-commerce
Amazon, Shopify, eBay, Etsy, and Walmart each report revenue differently, and reconciling them by hand creates a mess by Q2. We handle accrual-basis accounting, inventory costing, and multi-state sales tax nexus for product-based sellers, as one of the few full-service U.S. firms built specifically for this.
Family Offices
Multiple entities, multiple accounts, and investments that don't fit a single ledger. We consolidate the view and keep personal and business finances properly separated, so nothing gets commingled and nothing gets missed at tax time.
Property Management Companies
Tracking income, expenses, and owner distributions across a dozen properties in spreadsheets doesn't scale. We give you one centralized view of performance by property and by entity, built for portfolios that keep growing.
Frequently Asked Questions
Let's talk about how we can help
Whether you're a multi-channel seller drowning in platform reports, a family office untangling a decade of commingled accounts, or a property manager tired of spreadsheet juggling, the first conversation with Berg Advisors costs you nothing. We'll ask about your business before we talk about our services, because that's the order that matters to us.
Schedule a consultation and find out what proactive, relationship-driven accounting actually feels like.
Why clients trust us
- Firm leaders have spoken to AICPA audiences and appeared on the Profit First Professionals podcast