Accounting, tax, and CFO guidance for growing businesses
Berley CPA combines CPA expertise, AI-powered analysis, and CFO guidance to help business owners increase profitability, reduce taxes, lower costs, and make more confident financial decisions.
Built around clearer financial decisions.
Business owners need more than completed tax returns. They need financial guidance they can actually use.
Berley CPA helps owner-led businesses move beyond reactive compliance by connecting accounting, tax strategy, cash flow, and business advisory into one practical conversation. Instead of waiting until year-end, clients gain ongoing insight that helps them make better decisions throughout the year.
Clarity
Understand the numbers before decisions become expensive.
Responsiveness
Timely conversations when financial decisions matter.
Practical Guidance
Advice you can understand, implement, and benefit from.
Long-Term Thinking
Planning that supports growth beyond the next tax deadline.
Founder, CPA, Business Advisor & Author
Steven Berley leads Berley CPA with more than two decades of experience helping business owners improve profitability, reduce taxes, and make stronger financial decisions.
Rather than focusing only on compliance, Steven works with business owners to improve cash flow, strengthen reporting, identify opportunities to increase profits, and implement financial strategies that support long-term growth.
He is also the author of CFO: Coach & Financial Officer, a book focused on practical CFO leadership and financial decision-making for growing businesses.
Meet the Berley CPA Team
Behind every successful client relationship is a team committed to organized accounting, responsive communication, and dependable financial support.
Steven Berley, CPA & MBA
Founder | CPA | Fractional CFO Advisor
Helping business owners increase profitability through accounting, tax strategy, cash flow, and financial leadership.
Debbie Phillips, CPA
Tax & Accounting Advisor
CPA, retired IRS Agent, and AICPA instructor providing advanced tax expertise and practical accounting guidance.
Brooke
Accountant
A degreed accountant serving Berley CPA clients throughout Oregon with bookkeeping and accounting support.
Khushboo Jain
Accountant
Supports accounting, bookkeeping, reporting, and tax preparation for business clients.
Julie Harrington
Accountant
Master of Professional Accountancy providing accounting and financial reporting support.
Theresia Thompson
Accounting Professional
Holds a BBA in Accounting supporting bookkeeping, financial organization, and client accounting services.
Built around results, not just compliance.
Berley CPA is not built around traditional compliance-only accounting. The firm combines proprietary AI analysis with CPA review and practical CFO guidance to uncover tax savings, cost reductions, and financial opportunities that may otherwise be missed.
Why clients choose Berley CPA:
- Proprietary AI analysis guided by CPA expertise
- Guaranteed Results or Your Money Back, subject to program terms
- Strategies designed to make more money and save more money
- Tax and cost reduction opportunities reviewed by a CPA
- Fractional CFO guidance without hiring a full-time executive
- Specialized experience including Cannabis and 280E planning
Try CFO Support for 90 Days.
Guaranteed Results or Your Money Back.
Experience focused Fractional CFO support designed to help you make money, save money, reduce taxes, and reduce costs.