FIRM NAME

Berg Advisors

FIRM SIZE

13 employees, 5 partners

PAIN POINT

Running 12 different siloed, non-mobile software tools that frustrated both staff and clients — billing was difficult, document sharing was clunky, and clients regularly couldn't access their portals.

FAVORITE CANOPY FEATURE

All-in-one platform replacing a fragmented tech stack — "We found that when we went to Canopy... a place you would open every morning, and it would tell you what you have to do that day."

ABOUT THE FIRM

Berg Advisors is a 100% virtual public accounting firm founded by Andrew Berg, with team members spread across Philadelphia, New York, Chicago, and western Florida. The firm operates two departments — outsourced accounting and compliance/tax — and is known for its relationship-driven, paperless, fixed-fee model focused on taking clients on a "relationship journey" rather than traditional deadline-based work.

Berg Advisors: Enjoy a Paperless Accounting Firm With The Right Software Solution

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their firm here.

Krista Black

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their firm here.

Authors

By: Krista Black

Krista is a creative and strategic content marketer who loves crafting compelling stories that connect with audiences. As part of the Canopy team, she brings a passion for storytelling, a keen eye for detail and a talent for creating engaging content.

Berg Advisors: Enjoy a Paperless Accounting Firm With The Right Software Solution

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