Berris Group

The Berris Group is a consulting firm dedicated to providing a range of services that help individuals and businesses achieve success. With over 60 years of combined experience in multiple disciplines, we have a proven track record of delivering unmatched professionalism and integrity. Our team of experts and professionals work tirelessly to bring about success for high net worth individuals and Fortune 500 companies alike.

Our Services

At the Berris Group, we pride ourselves on delivering high value to our clients through our range of services. Here's what we offer:

Outsource CFO

We focus on maximizing profitability for small and medium-sized businesses across various industries. Our Outsource CFO service offers a cost-effective solution for businesses that want to improve their financial performance without the expense of a full-time CFO.

Tax Planning

Our tax planning service is designed to help you implement strategies to minimize tax liability. We work closely with you to understand your financial situation and create a customized plan that meets your unique needs.

Tax Preparation

Our tax preparation service offers accurate and efficient tax preparation for corporations and individuals. We understand the complexities of tax laws and regulations, and we work diligently to stay up-to-date with the latest changes to ensure that our clients receive the maximum benefits available.

Financial Consulting

Our financial consulting service provides various financial analysis to improve productivity, financial performance, budgeting and forecasting. We help businesses make informed decisions by providing them with actionable insights and recommendations.

Business Development

Our business development experts help with business plans, marketing plans, and financial plans for new and existing projects. We work with businesses to develop strategies that help them grow and succeed in their respective industries.

Life and Annuities

We provide a range of life insurance and annuity products ranging from mortgage and retirement protection, index universal life and annuities. Our team of experts helps clients select the best products that meet their unique needs and goals.

Accounting Services

Building a successful, sustainable business requires both planning and execution. Our accounting services offer a range of solutions to help businesses manage their finances effectively. We provide accounting, bookkeeping, and payroll services, as well as financial statement preparation and analysis.

Private Capital

We provide access to commercial private capital resources for start-ups, growth and expansion projects. Our team of experts help businesses secure the funding they need to grow and succeed.

At the Berris Group, we are result-oriented and value-driven. Our team of experts and professionals across multiple disciplines (finance, accounting, taxes, business development, private capital, insurance, and annuities) delivers high value to our clients. Our clients have huge ambitions to be successful and high expectations of the right guidance. Our consulting specialists work tirelessly to deliver on the value we promise. Contact us today to learn more about how we can help you achieve your goals.