The CPAs, EAs, and advisors who get to know your business before they ever touch your books
Quick answer
Berg Advisors is a virtual CPA firm based in Newtown Square, PA, led by Andrew C. Berg, CPA, alongside Joshua Beaugrand, CPA, Lindsey Coburn, CPA, Veil Velarde, CPA, Michael Laudazio, and Julia Lindner, EA. The team brings over 30 years of combined CPA experience specializing in e-commerce, property management, and family office accounting for clients nationwide.
Berg Advisors started in Pennsylvania and grew into a virtual firm serving clients across the country. The founders built the practice around a simple idea: accounting works better when the people doing it actually know your business, not just your balance sheet. That's still true today, whether a client calls from within the state or logs in from three time zones away.
Multi-channel sellers, property managers, and family offices end up here because they want a CPA firm that answers the phone, explains what the numbers mean, and sticks around after the filing deadline passes. Every person on this team, from CPAs to tax specialists, treats client relationships as the actual product, not just the delivery mechanism for financial statements.
You won't find a call center or a rotating cast of preparers here. You'll find a dedicated group learning your business the way family does.
More than 30 years of combined CPA experience sits behind the advice clients get from this firm. Andrew Berg founded the practice and has been featured on the Profit First Professionals podcast talking about what it takes to modernize a traditional accounting firm without losing the personal touch that makes it work.
Founder
Andrew focuses on outsourced CFO work for inventory-heavy businesses, accrual conversions for companies preparing to bring on a bank or investor, and multi-state sales tax nexus questions for product-based businesses expanding into new territory.
Joshua brings CPA-level rigor to business and personal tax planning, preparation, and filing, working across entity types and multiple states.
Lindsey manages the monthly close and financial reporting process that turns a set of books into something owners actually use to make decisions.
Comparing accountants near Newtown Square usually means comparing hourly rates and vague service lists. Talk to Berg Advisors instead, and you're talking directly to the CPA or EA who'll actually work on your account, not a sales rep who hands you off once the contract's signed.