Accounting Services & Business Strategies

For Your Personal and Professional Financial Goals

Tailored Accounting Solutions

  • Financial Data Analysis
  • Financial Statement Preparation
  • Loan Covenant
  • Bookkeeping
  • Reporting
  • Capitalization
  • Portable CFO

Tax Planning & Preparation

  • Tax Planning
  • Tax Analysis & Education
  • Income Tax Return Preparation

Strategic Planning & Consulting

  • Coaching & Educational Seminars
  • Long-Range & Strategic Planning

Start-up Support

  • Coaching
  • Entity Selections
  • Planning & Development 
  • Small Business Association Resources

FinCen Filing? We’re Here to Help!

For the ins-and-outs and how our firm can handle the process for you, click here.

Who We Are.

Relationship Builders, Engineering Futures

With more than 25-years of experience, we are a boutique advisory firm committed to equipping business owners— from launch through succession— with financial and operational tools that will empower them to grow as leaders in both their industries and communities.

And, believing that growth is facilitated by a broader appreciation of today’s small business environment, and a deeper understanding of the numbers behind the business, our team:

We Specialize in Partnering with Small and Mid-Sized Businesses, Franchisees, Independent Business Owners, Corporations & Non-Profit Organizations.

“As a small business, having an engaged accounting partner is essential. The team at GSM is always responsive and works to understand our challenges.” 

Vince and Laura DiFilippo, DiFilippo’s Service Company, Paoli, PA

“GSM took time to understand our core values and, subsequently, advised us on business practices and long-term strategies that strengthened our model and helped us plan for growth and a fiscally strong future.”

Jody Thompson, Founder, Ducklings Early Learning Centers Franchise

“GSM’s online platform for virtual meetings, data uploads and tax work has made integrating tax and business advisors into our decision making a regular part of our work.” 

Chris Purcell, Purcell International Staffing, San Diego, CA