Continuing a Legacy of Professional Service
Berkman & Associates continues the legacy of BJMS, a firm built upon decades of trusted client relationships, professional integrity, and financial expertise.
The firm serves businesses, professionals, and long-standing clients by providing practical financial guidance, accounting support, payroll oversight, and business advisory services.
Our philosophy is built on responsiveness, accuracy, confidentiality, and long-term professional relationships.
Expert Guidance for Growth
We offer a comprehensive range of financial services tailored to your needs.
Our expertise includes advisory and consulting for strategic decisions, accounting and tax services for compliance, and effective solutions for financial challenges. Explore how we can support your goals.
Business Support Services
2. Reporting systems
3. Operational support
4. Ongoing advisory services.
Accounting & Bookkeeping
2. Reporting
3. Cash flow analysis
4. Budgeting support
5. Strategic guidance for Executives.
Tax Coordination
2. Consult with an attorney
3. Finding advisors to support accurate and timely compliance.
Payroll Oversight
2. Payroll tax compliance
3. Quarterly filings
4. Year end reporting support.
A Private, Referral Based Practice
Professional Advisory & Financial Oversight
Berkman & Associates provides experienced advisory support, accounting oversight, and targeted problem resolution. We serve as the central hub for our clients, delivering absolute discretion, continuity, and seamless coordination with attorneys, bankers, and licensed professionals.
01. Advisory & Ongoing Support
02. Financial Problem Resolution
Attorneys, Financial Advisors, Wealth Managers, CPAs, Insurance Professionals, Business Consultants
Advisory & Licensed Professional Services
Berkman & Associates operates on a structured firm model. We deliver high level business advisory, financial clean up, and CFO style support directly, while ensuring all tax preparation and accounting oversight is performed strictly by licensed professionals. This ensures specialized expertise, absolute compliance, and focused attention.
Decades of professional experience.
Katrina Berkman
Creative Executive Officer
Open Hours
Located In
Contact info
Ready to take the next step? Contact us today.