Accounting & Bookkeeping
Financial Data Analysis
Financial Statement Preparation
Loan Covenant
Reporting
Tax Planning & Preparation
Tax Planning
Tax Analysis & Education
Income Tax Return Preparation
Strategic Planning & Consulting
Capitalization
Coaching & Educational Seminars
Long-Range & Strategic Planning
Portable Chief Financial Officers
Start-up Support
Coaching
Entity Selections
Planning & Development
Small Business Association Resources
“We love seeing people succeed!”
Sonya Pappas
Partner & CEO – GSM Advisory Group
Our Differentiators.
Attentiveness
You are welcomed to our firm with a one-on-one partner meeting, so you can talk with us about yourself and your business. Our purpose is to help you develop and implement strategies specific to your current and future goals.
Dedication
We foster long-term relationships through communication, consideration, and consistency. As such, we regularly check-in and hold planning sessions to ensure you’re prepared for each year’s objectives and potential challenges.
Personalization
With a depth and breadth of expertise, we tailor plans specific to your aspirations— both personal and professional. Integrating current approaches with traditional accounting and tax planning supports further customization.
Availability
Questions arise and challenges pop-up, so we’re at-the-ready to answer inquiries and offer suggestions, in-person or virtually. And, as your partner, we’re here to keep you updated regarding deductions, loopholes, depreciation options, and the ever-changing tax laws.
Supportive
Whether your accounting needs are personal or professional— or both— we are invested in you as a person and will expeditiously respond to your individual needs with kindness and respect.
Efficient
Time is money, which is why we invest in technologies that provide you with secure, efficient information sharing and tax filing experiences. And, yes, we provide user support!
Schedule a 15-min discovery call.
Let’s discuss your financial goals and objectives.