All preparers are registered with the IRS, carry professional liability insurance, and maintain a clean background record. Fees are disclosed in writing before any engagement begins and are consistently below national averages. Services are available year round.
If you have a need that does not fit neatly into the categories below, call us. The firm has broad experience in financial services and will tell you directly whether we can help or who you should talk to.
Tax Preparation and Accounting
Individuals & Small Business- Individual income tax returns (W-2 and traditional employment)
- Self-employment and 1099 income returns
- Small business tax preparation
- Tax planning and strategy
- Upfront written fee disclosure
- Private office appointments
With over two decades of experience working with individuals and small businesses, J Berkey & Co. understands that accurate tax preparation is its own form of currency. Whether your income is from traditional employment or self-employment, the firm handles your total reporting needs.
Every preparer is IRS-registered and insured. Pricing is based on a standard upfront menu and is disclosed in writing before any work begins. Fees are below national averages because there are no franchise royalties to pass along.
Business Plan Development
Small Business- New business plans
- Growth planning and capital requirements
- Execution timelines and milestones
- Custom documented plans
A business without a plan is operating without a foundation. J Berkey & Co. uses proven tools and direct financial services experience to help you develop and document a plan tailored to your business, covering growth projections, capital needs, and execution steps before you commit resources.
Strategy and Operations
Small Business- Operational assessment and process improvement
- Metric definition and performance tracking
- Resource identification and planning
- On-site and in-office consulting
Every business hits friction. The ones that push through are those that assess the situation honestly and adjust. J Berkey & Co. is available for strategy sessions in the office or can visit you in the field, helping you establish meaningful metrics, realistic timelines, and the right resources to move forward.
Governance and Human Capital
Small Business- Regulatory and compliance research
- Bookkeeping and reporting to governing authorities (select clients)
- Personnel capability assessment
- HR referrals when specialized help is needed
For many small businesses, the biggest obstacles are the rules they did not know about and the team that is not quite right. J Berkey & Co. helps clients identify the applicable regulatory requirements across their industry and build the internal processes to stay compliant.
For select clients, the firm also assists with bookkeeping and timely reporting to governing authorities, freeing owners to focus on running the business rather than managing paperwork.
On the human capital side, the firm can assess whether your current personnel have the skills for where the business is going and help identify when it is time to bring in a human resources professional.
Small Business Financing
Small Business- Financing needs assessment
- Solution identification and comparison
- Application guidance and hand-holding
- End-to-end process support
John Berkey has over two decades in financial services and has been on both sides of the financing table. J Berkey & Co. will identify your specific need, locate the right solutions, and walk you through the entire application process from start to finish to make sure you get the best product for your situation.