Berrios & Associates, Inc.

Berrios & Associates, Inc. has provided accounting and advisory work since 1999, aiming to handle a client's business and personal finances together. It serves companies across the United States as well as wealthy individuals. The firm can act as a company's in-house accounts department, removing the need for full-time bookkeeping staff.

What Berrios & Associates, Inc. offers

• Accounting: bookkeeping, general ledger upkeep, reconciliations and financial statements prepared to GAAP.
• Payroll management: processing pay, filing payroll taxes and meeting compliance deadlines.
• Tax planning: year-round planning that links personal and business tax positions.
• Business advisory: spotting what holds back profit and growth, and planning improvements.
• Back-office support: acting as the outsourced finance function for growing companies.
• Incorporation: helping owners weigh up entity types and set up the right structure.

Who it works with

The firm works with business owners and growing companies nationwide, and with high-net-worth individuals who want their personal finances planned alongside their business.

Key facts

• Founded: 1999
• Coverage: clients across the United States
• Standards: financial reporting prepared in line with GAAP