One firm for ecommerce, property management, and family office accounting
Specialized CPA support for online sellers, property managers, and family offices, built around flat fees and real conversations
Quick answer
Berg Advisors is a CPA firm based in Newtown Square, PA, providing flat-fee accounting for multi-channel e-commerce sellers, property management companies, and family offices. The firm is fully virtual and handles accrual conversion, inventory accounting, multi-state sales tax nexus, and consolidated multi-entity reporting for each niche it serves.
Berg Advisors is a virtual CPA firm based in Pennsylvania, specializing in business accounting, tax and advisory services for multi-channel e-commerce, property management, and family offices. The firm works virtually, so a Shopify seller in Ohio and a property manager anywhere in the United States get the same proactive service, the same reporting cadence, and the same team that already understands their industry.
Most CPA firms pick one niche and force every client through the same generic process. Berg Advisors built three distinct service tracks instead, each with its own software stack, reporting rhythm, and specialist attention. Flat monthly fees replace hourly billing across every engagement, so a phone call to ask a question doesn't turn into a surprise line item on next month's invoice.
Accounting built for the way your industry works
Each niche gets its own reporting rhythm and specialist attention. Here is how we support the three industries we know best.
Multi-channel e-commerce
Selling on Amazon, Shopify, Etsy, Walmart, and eBay at once means five payout schedules and five fee structures that rarely agree.
One accrual-basis set of books, so gross margin and true profitability show up correctly
Landed costs, COGS by SKU, and inventory in transit tracked on the balance sheet
[Multi-state sales tax nexus advisory](/services/tax) as you expand into new states
One consolidated view of income, expenses, and performance across every property and entity
Owner distributions tracked so year-end reconciliation isn't a scramble
Trust accounting, CAM reconciliations, and entity-level reporting visible from a single dashboard
Personal and business transactions separated across every entity in the structure
One consolidated view of net worth, cash flow, and entity-level performance
CPA-level expertise and an advisor who remembers the story behind the structure
Flat monthly fees and proactive communication instead of billable hours
Hourly billing punishes the exact behavior a good CPA relationship depends on: calling before a decision instead of after. Berg Advisors uses fixed monthly fees for every client, e-commerce, property management, or family office, so questions get asked early and often instead of stacking up until the invoice arrives.
Every new client also gets a mutual success plan, a written agreement on what Berg Advisors delivers, what the client needs to provide, and how often the two sides talk. It replaces a boilerplate engagement letter with an actual operating agreement.
A flat monthly fee, with no surprise invoices for phone calls or emails
A mutual success plan outlining deliverables and communication cadence
Quarterly advisory calls built into every engagement, not billed as extras
A team already fluent in your industry's chart of accounts
Frequently Asked Questions About Accounting for E-Commerce, Property Management, & Family Offices
Find the right accounting partner for your business
Every niche gets a different chart of accounts, a different reporting rhythm, and a different set of tax rules. What doesn't change is the flat fee, the mutual success plan, and a team that picks up the phone before a small question turns into a big one.
Schedule a consultation and tell us where things stand today.
Why clients trust us
- Woodard Top 50 Accounting Firm recognition (2023)
- Intuit Firm of the Future designation
- Canopy 2021 Innovation Award Finalist
- Andrew C. Berg, CPA, featured on the Profit First Professionals podcast discussing modern accounting firm operations
- Over 30 years of combined CPA experience at the firm