Elizabeth Bergen
Founder & CEO, Foray Business Group
With over 15 years of experience in bookkeeping and business advisory, Elizabeth founded Foray Business Group to provide growing businesses with the financial clarity and strategic partnership they need to thrive.
As a CAAS-certified practitioner and QuickBooks Advanced ProAdvisor, Elizabeth specializes in helping business owners transform their financial operations into strategic assets that drive profitability and sustainable growth.
Elizabeth's Story
Elizabeth's journey into bookkeeping and business advisory began with a simple observation: too many talented business owners were struggling not because they lacked business acumen, but because they lacked clear, accessible financial information and strategic guidance.
After spending years working with businesses of all sizes—from startups to established companies—Elizabeth recognized a gap in the market. Small and medium-sized businesses deserved the same level of financial expertise and strategic partnership that large corporations enjoyed, just tailored to their unique needs and constraints.
This realization led to the founding of Foray Business Group, built on the principle that every business owner should have access to accurate, timely financial information presented in a way that empowers confident decision-making. No jargon, no confusion—just clear insights that help businesses grow.
Today, Elizabeth leads a team of experienced professionals who share her commitment to client success. Her approach combines technical expertise with genuine care for her clients' goals, creating partnerships that extend far beyond traditional bookkeeping relationships.
Credentials & Expertise
Committed to excellence through ongoing education and professional development
CAAS Certified
Client Accounting Advisory Services certification, representing the highest standard in strategic business advisory for accounting professionals.
QuickBooks Advanced ProAdvisor
Advanced certification in QuickBooks Online, Desktop, and Enterprise, with expertise in setup, optimization, and advanced features.
15+ Years Experience
Over a decade and a half serving Portland and Vancouver businesses across diverse industries, from startups to established enterprises.
Continuous Education
Committed to staying current with the latest accounting standards, tax laws, and best practices through ongoing professional development.
Community Leader
Active member of the Portland business community, building relationships and partnerships that benefit our clients.
Trusted Advisor
Known for building long-term partnerships based on trust, transparency, and consistent delivery of exceptional service.
Areas of Specialization
Deep expertise across industries and financial disciplines
Construction & Trades
Specialized knowledge in job costing, progress billing, contractor compliance, change orders, and project-based accounting for construction companies and trades businesses.
Law Firms
Expert in trust accounting, IOLTA compliance, client cost tracking, matter-based billing, and the unique financial requirements of legal practices in Oregon and Washington.
Professional Services
Experience with time tracking, project accounting, client billing, retainer management, and profitability analysis for consultants, agencies, and service providers.
Strategic Advisory
Goes beyond bookkeeping to provide cash flow forecasting, financial planning, KPI development, growth strategy, and CFO-level guidance for business owners.
Technology Integration
Expertise in implementing and optimizing cloud-based accounting systems, integrating business applications, and leveraging technology for efficiency and insights.
Financial Cleanup
Skilled at tackling complex cleanup projects, historical catch-up work, system migrations, audit preparation, and getting businesses back on track financially.
Elizabeth's Approach
How Elizabeth works with clients to achieve financial clarity and business success
- Listen First: Understanding your business, goals, challenges, and vision is the foundation of effective financial partnership. Elizabeth takes time to truly understand your unique situation.
- Educate & Empower: Financial information is only valuable if you understand it. Elizabeth explains concepts clearly, helping you develop financial literacy and confidence in decision-making.
- Proactive Communication: No surprises, no waiting until month-end. Elizabeth maintains regular communication and identifies opportunities or issues before they become problems.
- Strategic Thinking: Every recommendation considers your long-term goals. Elizabeth doesn't just record history—she helps you shape your future through strategic financial guidance.
- Integrated Solutions: Your bookkeeper shouldn't work in isolation. Elizabeth coordinates with your CPA, attorney, and other advisors to provide comprehensive support.
- Continuous Improvement: As your business evolves, your financial systems should too. Elizabeth regularly evaluates processes and recommends improvements to enhance efficiency and insights.
Schedule Time with Elizabeth
Ready to discuss how Foray Business Group can help your business achieve financial clarity? Schedule a free consultation with Elizabeth to explore your needs and learn how we can support your success.