How much do accounting services cost for a small business at Berg Advisors?

Berg Advisors uses flat monthly fees instead of hourly billing, so costs depend on your business's size, transaction volume, and which services you need. A consultation gets you a specific quote before any work starts, with no hourly clock running.

Does Berg Advisors serve businesses outside Newtown Square, PA?

Yes. Berg Advisors is a virtual firm serving clients across the country, though the firm originated in Newtown Square, Pennsylvania. Bookkeeping, tax, and advisory services are delivered remotely with the same proactive communication regardless of location.

What industries does Berg Advisors specialize in?

Berg Advisors focuses on multi-channel e-commerce sellers, property management companies, and family offices, in addition to general small business accounting. This includes multi-state sales tax nexus, inventory accrual accounting, and multi-entity consolidated reporting.

Can Berg Advisors help if I'm behind on bookkeeping or facing an IRS notice?

Yes. The team offers catch-up bookkeeping, audit protection, and IRS representation through Enrolled Agent Julia Lindner. A consultation identifies exactly what's outstanding and what it will take to get current.

A small business accountant who treats you like family

Flat-fee bookkeeping, tax, and advisory for small businesses, delivered by CPAs who actually pick up the phone

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Quick answer

Berg Advisors provides outsourced bookkeeping, business and personal tax preparation, and advisory services for small businesses in Pennsylvania and nationwide, billed on a flat monthly fee instead of by the hour. The firm specializes in e-commerce, property management, and family office accounting alongside general small business support.

Berg Advisors is a virtual CPA firm serving clients across Pennsylvania and nationwide. Our team prioritizes getting to know your business, communicating before you have to chase us down, and charging a flat monthly fee so an invoice never surprises you. Whether you run a multi-channel e-commerce brand, manage a portfolio of rental properties, or oversee a family office with accounts scattered across entities, you get a team that treats your business like part of the family.

Outsourced accounting and bookkeeping built around your business

Bookkeeping is the foundation everything else sits on, and it's usually the first thing that slips when you're busy running the business. Our outsourced accounting and bookkeeping services cover the monthly close, bank and credit card reconciliations, accounts payable and receivable management, and financial reporting that tells you something you can actually use. Instead of scrambling to reconcile a dozen accounts before tax season, you get clean books delivered every month, with a team available to explain what the numbers mean for your next move.

Every engagement runs on a flat monthly fee, so a busy month never turns into a surprise bill. At the start of the relationship, we build a mutual success plan with you, so the reporting you receive matches how you run your business. Small business owners in Pennsylvania and across the nation hire Berg Advisors to take the books off their plate entirely.

Accountant reconciling bank statements and financial reports on a laptop

Business and personal tax preparation and planning

Tax season shouldn't be the only time you hear from your accountant. Berg Advisors handles business and personal income tax preparation and pairs it with planning conversations throughout the year, so decisions get made in June instead of scrambled together in March.

Business tax preparation for LLCs, S-corps, and multi-entity structures
Personal income tax preparation for owners and their households
Year-end 1099 preparation and filing
Ongoing tax planning and strategy, built into your regular check-ins
Audit protection and representation if the IRS sends a notice
Multi-state sales tax compliance for product-based businesses expanding into new states

CPA and small business owner reviewing tax documents together

Industries

Specialized accounting for e-commerce, property management, and family offices

Multi-channel e-commerce

Amazon, Shopify, eBay, Etsy, and Walmart each report revenue differently, and reconciling them by hand leaves gaps nobody catches until tax time. We manage financial data from every platform in one place, so you get a real view of margins by channel instead of a guess. [See our e-commerce accounting services](/industries/e-commerce)

Property management companies

Tracking income, expenses, and owner distributions across multiple properties and entities in spreadsheets is how things fall through the cracks. We build one centralized view of every property's performance, so month-end doesn't mean chasing down five different bank statements. [See our property management accounting services](/industries/property-management)

Family offices

Multiple entities, multiple accounts, and personal and business expenses that tend to blend together create a visibility problem most bookkeepers aren't equipped to solve. We consolidate reporting across every entity so you can see the full picture without spending your own time reconciling it.

Guidance for growth, cash flow, and succession planning

Cash flow management

Knowing what's in the bank today matters less than knowing what's coming in 90 days from now. We help you build forecasts you can actually plan around.

Budget development and review

A budget that never gets revisited isn't a budget, it's a document. We review yours against actuals on a regular cadence and flag where it needs to change.

Recurring consulting calls

Quarterly or monthly, depending on what your business needs, these calls are where the real strategy conversations happen, not buried in an email thread.

Succession planning

Whether you're planning an exit in two years or twenty, the financial groundwork has to start now. We help you get the entity structure and reporting in shape before a buyer or successor ever asks to see it.

Frequently Asked Questions About Accounting Services for Small Business

Get started with a Berg Advisors accountant today

Switching accountants feels like a hassle right up until you talk to one who actually returns calls. If your books are behind, your tax bill keeps surprising you, or you've outgrown whatever spreadsheet system got you this far, we can help sort out what's going on and what it costs to fix it.