ACCOUNTING/TAX/CONSULTING

ACCOUNTING

We are committed to providing financial information to our clients in a timely and accurate manner.  Financial records that are meaningful and well-organized ensure that your business operates more efficiently and effectively.  Our firm provides a full range of accounting services including:

  • Financial statements (compiled or reviewed)
  • Personal financial statements
  • Bookkeeping, including check writing and maintaining general ledger
  • QuickBooks set up and installation
  • Tracking mandatory banking covenant requirements
  • Ratio analysis
  • EBITDA calculations
  • Estate and Trust Accounting

TAX SERVICES

GDCPA has a dedicated team of tax advisors to help you navigate the ever changing and challenging tax code. We have extensive experience in individual, business, estate, trust and gift tax issues.  We offer advisory services to help our clients determine the best tax entity structure.  Our services are designed for tax minimization and wealth preservation all while staying compliant with income tax rules and regulations.  We customize specific tax planning strategies to minimize or defer income tax and our team of experts are qualified to represent our clients before the IRS and state departments.  Our tax services include the preparation of:

  • Individual
  • Corporate
  • Partnership
  • Estate and Trust
  • Gift

CONSULTING & CFO SERVICES

Small businesses often do not have the internal structure in place to make critical financial decisions that will impact day to day or future operations of their company.  Our firm has the experience and ability to assist you in calculating the effects of a financial decision.  We can help you make informed decisions relevant to your daily operations, whether it is to purchase or lease equipment or complete an expansion.  We can also consult with you on the goals of your business, such as the effects of increasing your market share.

Our business consulting services include:

  • Business succession planning
  • Cash flow management
  • Break even analysis
  • Budgeting
  • Ratio Analysis
  • Forecasts and projections

We offer CFO services to both businesses and individuals.  Our one of a kind CFO solution can help you implement and maintain an effective financial strategy as part of your overall business plan.  We not only work with your business but we also create personal budgeting and cash management plans to help you take the cash flow from your business and ensure that your personal long term goals are reached.  Our CFO services include:

  • Cloud based software programs
  • Third party software integration
  • Training and management of your personnel
  • Employee compensation plans
  • Liaison with banks, attorneys, insurance agents, financial advisors, etc.
  • Personal cash flow management
Mary Getsee-Stewart

MARY R. GETSEE-STEWART,
CPA, CVA

Mike DeMeola

MICHAEL P. DEMEOLA, CPA, CFE