
Berg Advisors
About
We provide virtual bookkeeping, accounting, and tax services for small businesses. We also provide traditional accounting and tax services for larger businesses. We have a virtual cloud based model that can support from a start-up company to multi-million dollar business. Our differentiating factor is providing amazing proactive advice to our clients after completing the typical work our client expect. The goal is to have an amazing two-way relationship that helps small business owners focus on their business, and become more successful. We also have a niche market in supporting ecommerce/Amazon business from a bookeeping, accounting, tax, and advisory perspective.
We are passionate about the success of our clients. We help our clients operationally, technologically, psychology, and of course financially. Our goal is to understand the clients needs and help them focus on their businesses. In the end, we love people and maintain an interactive relationship with everyone we work with.
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Frequently asked questions
What is your typical process for working with a new customer?
We discuss a new clients needs on the phone or face-to-face. We then go thru a discovery phase where we gather info about the client and their goals. After we agree on pricing, we have a 30-90 day on-boarding stage where our
What education and/or training do you have that relates to your work?
CPA