Business Details
50+ Years
experience
Expert Accounting Services for Legacy-Driven Businesses
At GWCPA, we are a proud and passionate CPA-led organization dedicated to empowering family-owned businesses through personalized financial guidance. With over 75 years of experience, we focus on adaptating businesses to face future challenges while preserving their legacy. Our dual mission is to innovate public accounting for future generations and support business owners in building enduring companies. We pride ourselves on being stewards of our clients' legacies, combining empathy, accountability, empowerment, and foresight in every service we deliver.Our team collaborates to create comprehensive financial solutions, ensuring clients make informed decisions. We foster a culture of continuous learning and growth, aligning ourselves with entrepreneurial clients invested in personal and professional development. Our values drive our commitment to excellence, and we measure success by the long-term impact we make on our clients, team, and community. Through strategic partnerships and a deep understanding of evolving financial landscapes, we help clients navigate complexities with confidence and clarity.
Services
Accounting Services
Tax Compliance
Financial Coaching
Business Advisory
Payroll Processing
Succession Planning
Bookkeeping Oversight
Performance Management
Details
- Year established: 1948
Highlights and features
- We've served family-owned businesses for over 75 years with personalized guidance
- Our team combines CPA expertise with strategic business advisory capabilities
- Proven track record helping clients navigate tax complexities and growth challenges
- Dual focus on preserving legacy while implementing forward-thinking financial strategies
- Dedicated to empowering both businesses and the next generation of accounting professionals
What people say
Full-service, trustworthy, expert accounting firm
Consistently top-notch service
Handle all accounting needs efficiently
Integral part of our business
Unwavering commitment to innovation
Services
Accounting Services
Our comprehensive accounting services provide family-owned businesses with accurate financial reporting and strategic guidance. We deliver monthly and quarterly financial statements with expert analysis to support informed decision-making. Our approach combines technical expertise with personalized advisory to help businesses understand performance metrics and optimize financial operations. With decades of experience, we ensure clients maintain compliance while positioning for long-term growth and sustainability.
Tax Compliance
We offer complete tax compliance solutions tailored to business owners' unique needs. Our CPA-led team ensures accurate preparation of individual and business tax returns while identifying strategic opportunities. We go beyond basic compliance by integrating tax planning with overall financial strategy, helping clients maximize savings while maintaining regulatory adherence. Our proactive approach ensures clients are prepared for tax season and positioned to make informed financial decisions throughout the year.
Business Advisory
Our business advisory services focus on helping entrepreneurs build sustainable, growth-oriented companies. We provide guidance on succession planning, acquisition strategies, internal controls, and technology adoption. Our team works as an extension of client organizations, offering expert insights that bridge financial management with operational excellence. This holistic approach helps family-owned businesses navigate challenges while maintaining their legacy and vision for future generations.
Payroll Processing
We deliver comprehensive payroll processing services integrated with HR support through ADP Run. Our specialists ensure accurate and timely payroll execution while addressing tax compliance requirements. This service extends beyond basic processing to include strategic payroll management advice, helping businesses optimize compensation structures and maintain regulatory compliance. Our personalized approach ensures clients receive tailored solutions that align with their specific operational needs and growth objectives.
Succession Planning
Our succession planning services focus on creating sustainable transitions for family-owned businesses. We help owners develop comprehensive strategies that address financial, legal, and operational considerations. By combining financial expertise with generational planning insights, we ensure businesses maintain continuity while preserving family values. Our approach includes identifying potential leaders, implementing transition timelines, and creating contingency plans to protect business legacies across generations.
People
Samantha Bowling
Managing Partner
Certified Public Accountant with 20+ years of experience, committed to making public accounting a sustainable career path. Leads GWCPA with a focus on client success and team development. First woman Partner and Managing Partner at the firm, actively involved in MACPA and AICPA boards. Dedicated to mentoring professionals and driving innovation in accounting services.
Barrett Young
Partner
CPA with a focus on leading teams to deliver exceptional client service. Combines technical expertise with leadership development experience. Known for fostering optimism and determination in clients while maintaining a strong commitment to the profession's ethical standards. Active in community development and professional growth initiatives.
John Benish Jr.
Partner
Third-generation CPA with 35+ years of experience serving family-owned businesses. Specializes in building long-term client relationships based on trust and understanding. Known for combining technical expertise with personal connection, making complex financial concepts accessible to business owners. Active in professional development and mentoring junior staff members.
Lori Walker
Accounting Manager
Experienced accounting professional specializing in client relationship management and problem-solving. Known for bridging communication between clients and the accounting team. Focuses on making financial concepts accessible to business owners. Actively involved in staff development and client education initiatives to enhance financial literacy and decision-making capabilities.
Michelle Truscott
Accounting Manager
Results-driven accounting manager with expertise in client account management and business growth strategies. Combines financial expertise with a focus on team development and personal growth. Known for innovative problem-solving approaches and commitment to helping businesses achieve their visions while maintaining work-life balance priorities for business owners.
Questions
What specific services do you offer for family-owned businesses?
We provide comprehensive accounting, tax compliance, business advisory, succession planning, and payroll services tailored specifically for family-owned businesses. Our approach helps preserve legacy while implementing modern financial strategies for sustainable growth.
How do you support business owners with legacy planning?
We specialize in creating succession strategies that maintain family values while ensuring business continuity. Our services include transition planning, leadership development, and financial strategies that protect your business legacy across generations.
What makes your accounting firm different from competitors?
Our unique combination of technical expertise and personalized service, with a focus on empowering family-owned businesses. We offer a CPA-led team with 75+ years of experience and a commitment to innovating public accounting for future generations.
Do you work with businesses outside Maryland?
Yes, while based in Maryland, we serve clients across multiple states including North Carolina and Delaware, providing remote and in-person services to family-owned businesses nationwide.
How do you help businesses handle tax season more effectively?
We integrate tax planning with ongoing financial management, ensuring year-round preparation. Our approach combines accurate compliance with strategic opportunities to maximize savings while minimizing stress during tax season.
Can I schedule a consultation to determine if your services fit my business needs?
Yes, we offer exploratory calls to discuss your specific requirements and determine if our services align with your business goals. This helps ensure we create the most effective partnership for your success.
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