Financial Statement Audit

Milton Berg is equipped with the resources and expertise to deliver your financial statement audit at a reasonable fee. We have a team of professionals with the experience and knowledge to solve the issues facing today’s companies. We feel our firm is unique as our audit approach is designed to avoid disruption to your normal day-to-day operations. We provide experienced personnel and deploy managers on-site for the majority of the audit to ensure a timely and effective engagement.

Tax Planning

Tax planning is an essential element of the tax preparation process. Milton Berg advises in planning your tax which is part of your overall business strategy. You can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


 Our agreed upon procedures engagements require us to work closely with you to understand your business and meet specific needs during planning. Our reports remain restricted to the appropriate parties, and adhere to requirements of the Accounting Standards.

Teamwork is the ultimate competitive advantage.  Companies that inspire, train, and reward teamwork inevitably improve their profit margins. Our coach works directly with your teams to quickly identify key teamwork problems and address them. We offer expertise in building High Performance Teams, self-sustaining, high results teams that lead  to self-correctness.


Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.