At Bernath & Rosenberg, we bring the highest level of integrity and individual attention to every aspect of the financial services we provide. For more than 30 years, our team of over 35 accountants and financial planning professionals have helped business owners and affluent families handle complex situations by partnering with them as they move through the various stages of their lives.
Our knowledgeable and professional staff will assist in making sure your accounting and tax objectives, business challenges, investments, legacy plans and charitable intentions are thoughtfully planned and properly executed. We regularly evaluate our staff and closely monitor their professional development.
Our knowledgeable and professional staff will assist in making sure your accounting and tax objectives, business challenges, investments, legacy plans and charitable intentions are thoughtfully planned and properly executed. We regularly evaluate our staff and closely monitor their professional development.
Services
Creating your personal financial roadmap isn't something we do in the abstract. Each client comes to us with a unique set of background circumstances, aspirations and practical constraints. We therefore begin our relationship by spending time to get to know you personally. Based on our conversations, we create a Personal Financial Profile that is unique to you.
In 1944, WWII invaded their lives and ravaged their families. They were torn apart, with Nellie relocating to Australia, and Rose leaving for Brooklyn, NY. As they spoke about their lives and their children, they came to the realization that their sons, Jacob Rosenberg (son of Rose) and James Bernath (son of Nellie), are business partners in New York.
There are certain elements of a trusted advisor relationship that we know are incredibly important to you. At Bernath and Rosenberg, we aim to address all these concerns during each interaction and build a longstanding relationship with you and your family as your trusted accounting, tax and wealth management advisor.
Ultimately, when you partner with Bernath and Rosenberg, you can expect trusted and personalized guidance for your business and family finances. It never feels good to be lost in the crowd or to feel like just another spoke on the wheel. At Bernath and Rosenberg, we strive to make sure every client receives the attention and tailored solutions they deserve.
When you face business challenges, the perspective of a professional who knows your business and industry is invaluable. Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs. We view our role as both your CPA and your business advisor, helping you overcome challenges, seize opportunities and build a stronger business.
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