Berg Partners: Your Trusted Advisors for Business and Financial Success

Berg Partners is a trusted advisory firm dedicated to helping businesses and individuals achieve their financial goals. Their comprehensive services likely include accounting, tax planning and preparation, business consulting, and financial planning. Berg Partners positions themselves as strategic partners, offering expert insights and tailored solutions to navigate complex financial landscapes and drive success. Their commitment to building strong client relationships is central to their approach.

Berg Partners’ team of experienced professionals brings a wealth of knowledge and a client-focused perspective to every engagement. They work collaboratively with clients to understand their unique needs and develop customized strategies that deliver tangible results. By partnering with Berg Partners, clients gain access to expert advice and a dedicated team committed to their long-term financial well-being and business prosperity.

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3.7
3 reviews
  • Andrea Denish
    Andrea Denish
    6 months ago

    Proud to be a client for over 20 years. I have utilized their services for both personal and business purposes. They are a true asset to me, my staff and my family.

  • Mike B
    Mike B
    6 years ago

    I've been working with the Berg Advisors for 3 years now. Andrew, Megan, and Bevin are amazing to work with. They've set up my entire accounting system, helped me realize exactly what is going on in my business, and provide me with the information to make good decisions with my business. My business is primarily E commerce and their expertise in this field has helped me avoid common pitfalls and achieve double digit growth year over year. They always take work off my plate and handle things correctly the first time. I'd definitely recommend them to others and have done so in the past.

  • Alicia Chong
    Alicia Chong
    4 years ago

    Filed all my long term liabilities under current. Loan to business all went to cost of goods sold. Go figured. Worst experience ever. They do not know ecommerce even though they claim they do. When asked, his only response is - " tax filling was based on all the information we had available, or you shared with us, at the time of filing." good luck. Even though the prior year tax return was properly categorized.

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