Woodard®️ Top 50 Client Accounting Services Award Firm Spotlight: Berg Advisors

The accomplished winners of the 2023 Woodard®️ Top 50 Client Accounting Services Practice Awards are firms that stand out for delivering excellence above and beyond what typical CPA firms typically provide. Berg Advisors, one of our 2023 winners, is not your typical CPA firm.

A one-stop shop for businesses

Berg Advisors' team owes part of their success to their dedication to constantly learning and educating themselves to provide their clients with cutting-edge accounting and business advisory services. Not content to rest on their laurels, the Berg team is always looking to learn new ways to better serve their clients.

Founded by Andrew Berg in 2011, the company provides a one-stop shop for business owners, providing outsourced accounting and even outsourced CFO services—paying bills, preparing tax returns, providing 24-hour access to their financial data—all through their innovative platform. With a dedicated team of 10, the firm has significantly impacted the industry.

Being awarded a Top 50 Client Services Award is the culmination of many years of hard work on our model of consistency and plan to be a small part of our client's success," Berg said. "The award also provided us a way to compare our efforts versus many other US firms to build a world-class accounting business."

Celebrating achievements at Scaling New Heights

The winners of this award were announced at the annual Scaling New Heights® conference in 2023. Joe Woodard, founder and CEO of Woodard®️, emphasized the importance of adapting to the profession's significant disruptions and innovating and paving new pathways to support and transform business clients. With its innovative approach and commitment to clients, Berg Advisors has done just that. 

The Woodard®️ Top 50 Client Accounting Services Practice Awards‘ rigorous evaluation process involves an expert panel of external consultants and Woodard's own team of bookkeeping and practice coaches, ensuring that the award truly recognizes the industry's top-tier performers. 

As we celebrate Berg’s accomplishments, we look forward to seeing what amazing innovations this firm brings to the industry in the future. 

Learn more about their commitment to clients, innovative approach to supporting businesses, and hardworking team here.