Strategic Consulting & Advisory
Tailored for small, growing, and enterprise businesses needing ongoing bookkeeping and advisory support.
Elevate your business with Berg's precision advisory. We move beyond simple data entry to provide the strategic insights necessary for sustainable scaling and financial clarity.
01. Discovery Call
A high-level review of your current financial ecosystem and growth goals.
02. Assessment & Proposal
A deep dive into your books to identify hurdles and architect a custom scaling plan.
03. Onboarding & Implementation
Seamless technical integration and the start of authoritative financial oversight.
Advisory Solutions
- 01.
Monthly Bookkeeping
Ensure your daily financial transactions are accurately recorded and managed. This service includes bank reconciliations, expense tracking, and categorisation to maintain an organised financial overview for your business. Stay on top of your cash flow and financial health effortlessly. This service provides a solid foundation for all your accounting needs.
- 02.
Financial Reporting
Receive clear and concise financial statements, including Profit & Loss reports and Balance Sheets. Understand your business's financial performance and position to make strategic, data-driven decisions. This service is crucial for identifying trends and maintaining financial accountability. Gain actionable insights into your company's financial landscape.
- 03.
Annual Tax Preparation
Navigate tax season with confidence through expert preparation and filing of your annual business taxes. We ensure compliance with all relevant tax laws and regulations, aiming to identify all eligible deductions. Simplify your tax obligations and avoid penalties with our professional assistance. Let us handle the complexities so you can focus on your business.
Pricing Overview
Service Scale
01 Discovery Call
Initial alignment and overview of your unique financial landscape.
02 Assessment & Proposal
Comprehensive workflow review and a tailored roadmap for your growth.
03 Onboarding & Implementation
Strategic launch of meticulous financial oversight and reporting systems.
Black Label
Essential
Monthly entry and reconciliation essentials for startups.
ADD-ON SERVICES & SPECIALTY PRICING
ADD-ON SERVICES
- Payroll Administration – Starting at $250/month
- Additional Payroll Runs – $100 per payroll
- Commission Reporting – Starting at $250/month
- Sales Tax Filing – Starting at $150/month
- 109 preparation – Starting at $10 per recipient (Minimum $150)
- HR Administrative Support – Starting at $500/month
- New Hire Onboarding – $50 per employee
- Factoring Administration – Starting at $500/month
- Factoring Cleanup Projects – Starting at $2,500
- Accounts Receivable Management – Starting at $500/month
- Accounts Payable Management – Starting at $500/month
- QuickBooks Cleanup – Starting at $500
- Historical Cleanup – Custom Quote
- QuickBooks Setup – Starting at $500
- QuickBooks Conversion – Custom Quote
- ClickUp Setup & Workflow Design – Starting at $1,500
- SOP Development – Starting at $500
- Custom Reporting & Dashboards – Starting at $250/month
- Budgeting & Forecasting – Starting at $500/month
- Operational Consulting – $150/hour
- Priority Support – Starting at $250/month
Discovery Consultation
Complimentary
Initial assessment of your current financial workflows and scaling hurdles.
QuickBooks Cleanup
Resolution of reconciling errors, historical data correction, and account mapping restructuring.
Payroll Cleanup Projects
Starting at $500
Emergency Cleanup Rate
$125 / hour
Signature
Expansion
Detailed management, reporting, and audit support for firms.
Premier
Strategic
Advisory with cash flow and proactive tax strategy.
BERG BOOKKEEPING & BALANCE SPECIALTIES
- Payroll Administration
- Factoring Management
- Commission Reporting
- ClickUp Systems & Workflow Development
- HR Administrative Support
- Oilfield Operations Support
Business Assessments
Inquiry Based
Deep-dive forensic review of prior fiscal years to ensure compliance.
Factoring Cleanup
Specialized reconciliation for accounts receivable factoring and complex line-of-credit reporting.
Enterprise
Solutions
Full-scale management and balance sheet consulting.
Additional Services
- Software Setup & Implementation – Custom Quote
- ClickUp Setup & Workflow Development – Custom Quote
- Operational Consulting – Custom Quote
Client Onboarding & Initial Payment
- • Onboarding fee and first month due at signing
• Services begin after payment is received
• Monthly services billed in advance
• ACH preferred; late fees may apply after 10 days
THE BERG ADVANTAGE
Expert Financial Clarity
Trusted financial advisors with zero-margin-for-error methodology.
Berg Bookkeeping & Balance delivers authoritative financial expertise tailored for small, growing, and enterprise businesses needing ongoing bookkeeping and advisory support. Our commitment to technical excellence ensures that every transaction is meticulously recorded and every balance sheet is perfectly balanced. We combine high-tech accounting precision with a conservative, reliable approach to safeguard your financial future.