Advisory support built around your business, not a billable hour
Get proactive financial guidance and flat-fee advisory built specifically for your business, not generic consulting
Quick answer
Berg Advisors provides flat-fee business advisory services, including strategic planning, cash flow management, budget development, and succession planning, for e-commerce, property management, and family office clients nationwide. Every engagement runs on recurring calls and a written mutual success plan rather than one-off consulting projects.
Most consulting relationships start with a scope of work and end with an invoice that surprises you. Berg Advisors works differently. You pay one flat monthly fee, and that fee covers the phone call, the email, and the fifteen-minute question that saves you a costly mistake three months later.
Our advisory practice runs on a simple idea: businesses that talk to their accountant regularly make better decisions than those that check in once a year at tax time. Whether you're running a multi-channel e-commerce brand, managing a portfolio of rental properties, or overseeing a family office with several entities, you need someone who already understands your numbers when you call.
That's what fixed-fee advisory from a CPA firm with more than 30 years of combined experience looks like in practice.
Strategic planning and cash flow guidance that keeps you ahead
Good decisions come from good information, delivered on a schedule you can plan around. Our core advisory work centers on four things: strategic planning, cash flow management, budget development, and recurring consulting calls that turn financial reporting into an actual conversation.
Strategic planning sessions look at where your business is headed over the next 12 to 24 months, not just the next tax deadline. Cash flow management means you know what's coming in and going out before it becomes a problem, not after. Budget development gives you a working document you'll actually use, reviewed and adjusted as your business changes.
The recurring calls are the part clients tell us matters most. Instead of a one-off project that ends in a binder nobody opens again, you get a standing conversation with your advisory team, quarterly at minimum, where we talk through what changed, what's working, and what needs attention next.
Advisory tailored to e-commerce, property management, and family offices
Multi-channel e-commerce
Selling across Amazon, Shopify, eBay, Etsy, and Walmart means your revenue lives in five different places and your bank account tells only part of the story. We reconcile [multi-channel e-commerce](/industries/e-commerce) platform data into one unified view, so you can see real margin by channel instead of guessing.
Property management companies
Tracking income, expenses, and owner distributions across multiple properties and entities in spreadsheets gets unmanageable fast. Advisory work for [property management](/industries/property-management) clients centers on one consolidated view of performance across every property, so distribution and reserve decisions rest on current numbers, not whichever spreadsheet was updated last.
Family offices
Multiple entities, multiple accounts, and investments that don't report on the same schedule create blind spots. We help [family offices](/industries/family-offices) consolidate that visibility and separate personal from business activity cleanly, so the people managing the money can focus on decisions instead of data-gathering.
Succession planning and long-term business strategy
Not every advisory conversation is about this quarter's cash flow. Business owners who've spent a decade or more building something eventually start asking different questions: What does an exit look like? Who takes over if I step back? What does the business need to be worth, and by when?
Succession planning and risk management are part of our advisory work for exactly that reason. We help you think through ownership transitions, key-person risk, and the financial structure that makes a future sale or transfer smoother, well before you need any of it. These conversations work best started early, alongside the recurring strategic planning calls already built into your engagement, not as a rushed project the year you decide to sell.
What makes our advisory approach different
Flat monthly fees
No hourly billing and no surprise invoice for the call you almost didn't make. One predictable monthly fee covers your advisory work, so asking a question never comes with a mental cost calculation attached.
30+ years of CPA experience
Berg Advisors brings more than three decades of combined CPA experience to advisory engagements, across tax, accounting, and the day-to-day mechanics of e-commerce, property management, and family office finances.
Recognized by Woodard and Intuit
Berg Advisors has been named a Woodard Top 50 Accounting Firm and recognized as an Intuit Firm of the Future, two distinctions given to firms building modern, technology-forward practices.
A mutual success plan for every client
Every advisory engagement starts with a written plan defining what success looks like for your business and how we'll measure progress, so goals get revisited instead of forgotten after month one.
How advisory engagements work at Berg Advisors
Initial consultation
We start with a conversation about where your business stands today: your entities, your systems, and the biggest financial question you're facing right now.
Mutual success plan
You get a written plan defining what success looks like for this engagement and how progress gets tracked, so both sides know what we're working toward.
Onboarding and data review
We get access to your accounts and platforms, e-commerce channels, property management software, or entity structures, and get familiar with your numbers before the first strategy call.
Recurring strategy calls
Quarterly at minimum, your team reviews performance, cash flow, and any decisions on the horizon, adjusting the plan as your business changes.
Frequently Asked Questions About Advisory & Consulting Services for Small Business
Let's talk about where your business is headed
You don't need a finished strategic plan to walk in the door. Most advisory relationships start with one specific question: a hiring decision, a lease renewal, an expansion into a new state, or a conversation about what retirement might look like in five years.
Schedule a consultation and tell us where your business stands right now. We'll tell you honestly whether ongoing advisory support fits where you're headed, and what that looks like as a flat monthly fee instead of a per-question invoice.
Why clients trust us
- 30+ years of combined CPA experience across the advisory team
- Woodard Top 50 Accounting Firm recognition
- Intuit Firm of the Future recognition
- Flat monthly fee model documented in a written mutual success plan for every client
- Niche specialization in e-commerce, property management, and family office accounting