One firm for accounting, bookkeeping, tax, and advisory
Flat-fee accounting, tax, and advisory built around proactive calls, not year-end surprises
Quick answer
Berg Advisors is a virtual CPA firm with more than 30 years of experience and Pennsylvania roots. We provide outsourced accounting and bookkeeping, business and personal tax preparation, and business advisory services on fixed monthly fees to clients across the United States and abroad. We specialize in multi-channel e-commerce, property management companies, and family offices, including multi-state sales tax nexus and cash-to-accrual conversions.
Clients come to us because they want someone they can actually call, their business outgrew its old firm, or they're ready for next-level strategy advice. Instead of juggling a bookkeeper, a tax preparer, and an advisor who never talk, you get one team that already knows your numbers.
We're a virtual CPA firm with 30+ years of experience and Pennsylvania roots, serving e-commerce sellers, property management companies, and family offices nationwide. Our team is proactive and plain-spoken, and every service runs on a flat monthly fee.
Our core services at a glance
Three services, one team that already knows your numbers.
Accounting and bookkeeping that keeps your books close-ready
Our monthly close produces reporting that holds up when a bank, investor, or buyer asks for GAAP-compliant numbers. We also guide growing businesses converting from cash-basis to accrual accounting ahead of a loan or investor round. Every engagement includes quarterly advisory calls, not just a monthly PDF, so we flag problems before you have to ask.
What's included:
- Monthly bookkeeping and close - Bank and credit card reconciliations - Accounts payable and receivable management - Monthly financial reporting - Quarterly advisory and strategic conversations
Business and personal tax planning and preparation done year-round
Tax season shouldn't be the first time you hear from your CPA. We plan year-round, and for product-based businesses we advise on multi-state sales tax nexus: when a new warehouse, third-party logistics provider, or economic nexus threshold means you need to register and file in a new state.
What's included:
- Business tax preparation - Personal income tax preparation - Year-end 1099 tax preparation - Year-round tax planning and strategy - Multi-state sales tax nexus guidance - Audit protection and representation
Business advisory and consulting to guide bigger decisions
Clean books answer what happened last month. Advisory answers what to do next, through recurring calls instead of one annual meeting. For inventory-heavy businesses such as CPG brands, wholesalers, and distributors, that includes cash flow forecasting tied to purchase orders and margin analysis by SKU.
What's included:
- Strategic planning and management decision development - Cash flow management - Budget development and review - Recurring consulting calls - Succession planning
Specialized support for e-commerce, family offices, and property managers
Multi-channel e-commerce
As an ecommerce accountant for Amazon sellers and a CPA for Shopify and multi-channel sellers, we reconcile Amazon, Shopify, eBay, Etsy, and Walmart payouts to your bank deposits and manage inventory accounting and multi-state sales tax nexus. [Learn more](/industries/e-commerce)
Family offices
We consolidate reporting across entities, accounts, and investments so you see one clear picture instead of several disconnected ones. [Learn more](/industries/family-offices)
Property management companies
One centralized view of income, expenses, and owner distributions across every property and entity, with no more spreadsheet juggling.
How working with us works
Here's what the first few months look like.
- 01
A conversation
We start by listening: where your business is, what's frustrating, and where you want it to go.
- 02
Your mutual success plan
We put in writing what we handle, what you handle, and how often we talk, with a fixed monthly fee set before work begins.
- 03
Monthly close and reporting
We reconcile your accounts, close the books, and send reports you can actually read.
- 04
Recurring advisory calls
We talk on a set schedule, so decisions, tax questions, and surprises get handled early. Schedule a consultation to start step one.
Flat monthly fees and a mutual success plan for every client
Every engagement runs on a flat monthly fee set before work begins, so a quick call never becomes a surprise invoice. Every client also gets a written mutual success plan.
Fixed monthly pricing, no hourly clock
Clear responsibilities on both sides
Recurring calls scheduled in advance
Frequently Asked Questions About Accounting, Bookkeeping, Tax, & Advisory Services
Let's talk about what your business needs
Tell us where things stand, and we'll tell you plainly what we'd do about it.
Schedule a consultation to get started.
Keep exploring
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Why clients trust us
- Woodard Top 50 Accounting Firm recognition
- Intuit Firm of the Future designation
- Berg Advisors provides audit protection and IRS representation
- Berg Advisors advises on multi-state sales tax nexus and accrual-basis conversions
- Berg Advisors handles multi-entity, multi-state tax compliance
- Berg Advisors provides outsourced accounting for growth-stage businesses
- Canopy 2021 Innovation Award Finalist