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.

Business Consultancy and Advisory Services

We offer a wide range of business consultancy and advisory services to our clients including preparation of business plans and feasibility studies. Other services proposed include business planning, takeovers and mergers, management buyouts, business re-engineering, forensic accounting, receiverships and liquidations.

Our team has years of experience in providing business consulting services and a track record of significant contributions to our clients’ competitiveness and profitability. We leverage our team approach to address and solve a wide array of business challenges to create sustainable business success. Clients use our business consulting services independently of our accounting & assurance services and our tax services or in tandem with them.


Corporate Planning
Milton Berg works closely with clients in every phase of development of a successful management strategy to ensure a compelling plan that achieves short and long-term goals. We determine funding requirements through cash flow analysis and financial forecasting, identify viable resources, recommend structural alternatives, and negotiate final terms.

Financial Resource Assessment
Strategic planning today prepares clients for the challenges and opportunities of tomorrow. Companies in every industry and service sector must position themselves defensively in accordance with market conditions. Milton Berg provides clients with the expertise to successfully run their business in a dynamic environment.

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.