Berger Asset Management Inc - Modesto, California

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Berger Asset Management Inc. stands as a prominent financial services provider operating within Modesto, California. While the name suggests asset management, the company's core offerings, as indicated by its listed specialties, revolve around traditional accounting and bookkeeping services. The firm identifies itself as a Certified Public Accountant (CPA) firm, positioning itself to offer professional accounting expertise to individuals and potentially small to medium-sized businesses in the Modesto area and surrounding regions.

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The company maintains its operational base at a specific location: Address: 627 13th St, Modesto, CA 95354, United States. This physical presence suggests a traditional approach to client service, allowing for face-to-face consultations and meetings. Prospective clients seeking professional financial advice or assistance with bookkeeping tasks can visit this Modesto office. For those unable to visit in person, the company provides contact information, including a direct telephone line at Phone: 2096329938. This phone number serves as the primary channel for inquiries, scheduling appointments, and potentially discussing financial needs. It is noteworthy that the company directs clients to their website, accessible via Website: bergerco.com, although it is specified with a 'nofollow' link attribute, indicating perhaps a desire for direct contact or a simpler online presence.

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Berger Asset Management Inc.'s specialties clearly define its service boundaries. They focus on Accountant services, implying comprehensive financial record-keeping and analysis. Their expertise in Bookkeeping service suggests proficiency in maintaining accurate financial ledgers and statements. Crucially, their designation as a Certified public accountant signifies that the firm, and likely its primary professionals, are licensed and regulated by the state of California to perform audits, reviews, prepare tax returns, and offer financial advice. This certification is a hallmark of trust and expertise in the accounting field. Furthermore, they offer a Tax preparation service, which is a fundamental need for many individuals and businesses, helping clients navigate the complexities of federal, state, and local tax obligations efficiently and legally.

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When considering engaging the services of Berger Asset Management Inc., several pieces of information are highly recommended. Firstly, as is standard practice with accounting and tax professionals, appointments are strongly advised. This ensures dedicated time for a thorough consultation with their financial experts. Secondly, understanding the scope of the required service is crucial. Are clients seeking ongoing bookkeeping, periodic tax preparation, or comprehensive financial planning Knowing this helps in determining the appropriate level of engagement. Thirdly, given the information provided, it is recommended to verify the current contact information and service offerings, as online directories sometimes lag behind real-time operational changes. The company's wheelchair-accessible car park is a notable detail for clients with mobility challenges, demonstrating a commitment to accessibility for all customers visiting the Modesto office.

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Regarding client feedback, the online reputation section presents a blank slate. The company currently has 0 reviews on Google My Business, which means there is no public consensus or feedback available to gauge client satisfaction or service quality. This lack of reviews could be due to the company being relatively new in this digital age or simply not actively soliciting online feedback. Consequently, the average opinion or rating stands at a neutral 0/5. Prospective clients must therefore rely on recommendations, personal research, or potentially an initial consultation to assess the firm's service standards and reliability before committing to ongoing financial relationships.

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In essence, Berger Asset Management Inc. offers professional accounting and bookkeeping services, anchored by the expertise of its Certified Public Accountants. Their focus on tax preparation and bookkeeping aligns with fundamental financial management needs. Located centrally in Modesto, accessible via phone and a website, the firm encourages appointments and caters to clients requiring accessible services. While there is currently no public feedback available, their professional designation and clear service offerings position them as a potential resource for individuals and entities seeking reliable accounting expertise within their service area.

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Understanding Berger Asset Management Inc.'s Services

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A deeper dive into the services offered by Berger Asset Management Inc. reveals a focus on the foundational aspects of financial management. Although the company name might suggest investment strategies, the listed specialties point towards a more traditional role. The primary service areas appear to be centered around meticulous financial record-keeping and expert tax navigation.

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Their expertise as Certified Public Accountants is central to their value proposition. CPAs possess a unique blend of skills: a deep understanding of complex accounting principles, knowledge of tax laws at various levels of government, and the ethical responsibility to maintain confidentiality and integrity. This expertise is crucial for tasks that require precision and compliance, such as ensuring accurate financial reporting for individuals or businesses, preparing for audits, or developing strategies for financial health.

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Core Service Offerings

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• Bookkeeping Service: This involves the systematic recording, classifying, and summarizing of financial transactions. Accurate bookkeeping is the bedrock of sound financial management. It allows businesses and individuals to track income and expenses, manage cash flow effectively, generate financial reports for decision-making, and ensure data accuracy for tax purposes. Berger Asset Management Inc., as a bookkeeping service provider, would manage these day-to-day financial details.

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• Tax Preparation Service: Tax preparation is a critical service that leverages the CPA's expertise in tax law. Clients deal with a complex and ever-changing tax code, encompassing federal income taxes, state taxes (California has its own specific regulations), local taxes, and potentially other specialized taxes depending on the client's nature. The goal is to minimize tax liability legally while ensuring full compliance with all filing requirements. This service is essential for individuals seeking to maximize their take-home pay and for businesses looking to optimize their operational costs and financial planning.

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It is important to note that while these services are fundamental, the scope can vary. Some firms offer comprehensive financial planning, investment advice, or business consulting. However, based on the provided information, the emphasis seems to be on the technical execution of accounting and tax tasks rather than broader financial advisory roles.

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Practical Information for Potential Clients

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For individuals or businesses considering engaging the services of Berger Asset Management Inc., several practical considerations can guide the decision-making process.

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Contact Information: The provided address, 627 13th St, Modesto, CA 95354, indicates a physical office location. This is advantageous for those who prefer in-person consultations or find it easier to discuss sensitive financial matters face-to-face. The telephone number, 2096329938, is the recommended primary point of contact. Calling this number allows prospective clients to speak directly with the firm or schedule an initial appointment. The website, bergerco.com, should be visited for more detailed information, potentially including service descriptions, pricing structures, professional credentials of the staff, and potentially online intake forms or resources. It is always prudent to confirm that the website and phone number listed are still current before making contact.

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Appointment Etiquette: As recommended by the company, scheduling appointments is advised. This practice benefits both parties by ensuring that the client's time is respected and that the service provider can allocate sufficient time for a comprehensive discussion. Appointments may be necessary for initial consultations, tax filing deadlines, or complex financial planning discussions. Clients should prepare for these meetings by gathering relevant financial documents and clearly outlining their objectives and concerns.

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Accessibility Considerations: For clients who require mobility assistance, the information that the car park is wheelchair accessible is particularly valuable. This detail demonstrates the firm's consideration for clients with disabilities, ensuring they can access the Modesto office comfortably and independently. This commitment to physical accessibility extends beyond mere legal compliance to enhance the overall client experience.

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Service Expectations: Potential clients should have a clear understanding of what Berger Asset Management Inc. offers. While the firm identifies strongly as a CPA and bookkeeping service provider, it's essential to clarify whether they also offer investment management (as the name might suggest) or other financial planning services like retirement planning or business valuation. Furthermore, understanding the process for ongoing bookkeeping versus one-time tax preparation is crucial. Some clients might seek a detailed understanding of their financial picture and receive ad-hoc advice, while others might require ongoing financial monitoring and strategic guidance. Clarifying these expectations before engagement is highly recommended.

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Choosing the Right Professional: Selecting an accounting or bookkeeping firm is a significant decision. While the information available focuses on their specialties and physical accessibility, clients are encouraged to seek additional references or testimonials if possible. Understanding the experience level of the CPAs, their specific areas of tax expertise (e.g., small business taxation, individual tax planning, estate planning), and their communication style can significantly impact the long-term success of the professional relationship. For businesses with complex needs, ensuring the firm has the capacity and expertise to handle those requirements is also important.

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The Role of Certified Public Accountants and Bookkeeping Services

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To fully appreciate the value proposition of Berger Asset Management Inc., it is essential to understand the distinct roles and responsibilities of Certified Public Accountants and professional bookkeeping services. These roles, while sometimes overlapping, often serve different but complementary functions within the financial management landscape.

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Certified Public Accountant (CPA): The Certified Public Accountant designation represents a high level of expertise, credibility, and ethical commitment. CPAs are licensed professionals regulated by the state's Board of Accountancy. Their responsibilities extend beyond basic bookkeeping and tax preparation. CPAs are trained in auditing, financial statement analysis, and attestation services. They often play a crucial role in external financial reporting, providing assurance to stakeholders like investors and creditors. For individuals and small businesses, CPAs offer sophisticated tax planning strategies that go beyond simply preparing returns. They can advise on business structure, retirement planning, estate planning, and other complex financial decisions. Their deep understanding of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) allows them to interpret and apply accounting rules accurately. CPAs are also typically the experts consulted for IRS audits or disputes.

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Bookkeeping Service: Bookkeeping forms the essential foundation of financial management. Bookkeepers are responsible for the day-to-day recording and organizing of financial transactions. Their primary focus is on accuracy, timeliness, and the details of financial data entry. Bookkeepers typically work with source documents like bank statements, invoices, receipts, and payroll records to maintain ledgers, update financial software, and generate basic reports. They ensure that financial data is captured correctly before it is used for more advanced analysis or tax preparation. While CPAs have broader knowledge, bookkeepers often specialize in the meticulous task of transaction recording. Accurate bookkeeping is critical because errors or omissions at this stage can lead to significant financial reporting problems later on. Professional bookkeeping service ensures that an organization's financial records are reliable and up-to-date.

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Integration and Synergy

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In many successful financial operations, the roles of CPAs and bookkeepers are integrated. Often, firms like Berger Asset Management Inc., who hold a CPA designation, also employ or manage bookkeeping functions to ensure that the raw data is accurate before it is analyzed or reported upon. This synergy is vital. Clean, organized bookkeeping data allows the CPA to provide insightful financial analysis, accurate tax preparation, and strategic advice. A well-maintained book provides clarity, enabling better decision-making for individuals and businesses alike. Berger Asset Management Inc., operating as a CPA firm, likely leverages internal or outsourced bookkeeping expertise to deliver comprehensive financial services to its clients in Modesto.

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In summary, Berger Asset Management Inc., based in Modesto, offers specialized services rooted in professional accounting. Their identity as a CPA firm underscores their commitment to financial expertise and legal compliance. While their core offerings lean towards accounting, bookkeeping, and tax preparation, clients should verify the full scope of services and ensure the firm aligns with their specific financial management needs. Contacting the office via phone for an appointment, prepared with questions and financial documents, remains the best initial step for those seeking their services in Modesto, California.

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"summary": "Berger Asset Management Inc. is a Modesto, CA CPA firm offering bookkeeping and tax services from their office at 627 13th St. Appointments recommended; wheelchair accessible parking available.",
"keywords": ["Berger Asset Management Inc.", "Modesto CA", "CPA Firm", "Bookkeeping Service", "Tax Preparation", "Accountant", "Financial Services", "Asset Management Inc", "bergerco.com"],
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