Business Details
Your Trusted Accounting Partner
We are a boutique advisory firm committed to equipping business owners with financial and operational tools to grow as leaders in their industries and communities. With over 25 years of experience, our team develops solutions specific to your company's unique needs, provides efficient and secure technology, and keeps you informed about tax updates and legislative changes. We collaborate with clients to foster a growth mindset that transforms businesses and build enduring relationships that evolve with your growth goals.Our expertise spans accounting services, tax planning, and business strategy for small and mid-sized businesses, franchisees, and corporations. We pride ourselves on being tech-focused, responsive, and integrity-driven, tailoring strategies to your aspirations while maintaining transparency and consistency in all communications.
Services
Accounting Services
Tax Planning
Bookkeeping
Financial Consulting
Business Start-up Support
Payroll Services
Strategic Planning
Financial Statement Preparation
Tax Preparation
CFO Services
Highlights and features
- We have over 25 years of experience working with small and mid-sized businesses.
- We offer personalized accounting solutions tailored to your unique business needs.
- We provide regular check-ins and planning sessions to ensure you're always prepared.
- We combine traditional accounting expertise with current approaches for comprehensive solutions.
- We maintain long-term relationships with clients through consistent communication and consideration.
What people say
Personalized approach
Proactive planning
Quick responses
Technology integration
Industry understanding
Services
Accounting Services
We provide comprehensive accounting services to maintain accurate financial records for your business. Our expertise covers financial data analysis, statement preparation, and reporting that gives you clear insights into your company's financial health. These services help business owners make informed decisions while ensuring compliance with accounting standards and regulations.
Tax Planning
Our tax planning services help you optimize your tax position while remaining compliant with current regulations. We offer tax analysis, education, and return preparation services tailored to your specific circumstances. Our approach ensures you take full advantage of available deductions and credits while preparing for future tax obligations.
Bookkeeping
We offer bookkeeping services that maintain accurate records of your business transactions, ensuring proper classification and documentation. Our bookkeeping solutions range from basic transaction recording to comprehensive financial reporting. These services provide the foundation for effective financial management and decision-making for small and mid-sized businesses.
Strategic Planning
Our strategic planning services help businesses develop long-term strategies for growth and sustainability. We work with clients on capitalization strategies, business development, and succession planning. Our approach combines financial expertise with operational insights to create tailored plans that align with business owners' personal and professional goals.
Business Start-up Support
We provide comprehensive support for new businesses from initial planning through launch and growth stages. Our services include entity selection, financial planning, and development strategies tailored to start-up needs. We help entrepreneurs establish solid financial foundations while providing ongoing guidance to support business growth and success.
People
Sonya Pappas
Partner & CEO
With over 25 years of experience, Sonya co-founded GSM Advisory to empower small business owners with personalized accounting and business development solutions. She specializes in helping business owners understand their financial position and make strategic decisions that lead to long-term success. Her expertise covers all aspects of financial planning, tax strategy, and business growth for small and mid-sized enterprises.
Gus Pappas
Partner & COO
Gus has spent two decades helping businesses launch, overcome challenges, and expand through customized financial and development strategies. As co-founder of GSM Advisory, he focuses on building strong client relationships through consistent communication and thoughtful advice. His experience spans accounting, business planning, and strategic development for various business types.
Leigh Karsch
Key Team Member
Leigh leads our mission to collaborate with clients on their personal and professional financial goals, providing education and strategies specific to their accounting and tax planning needs. She ensures our team stays abreast of tax updates and legislative changes to provide timely advice to clients. Her approach emphasizes personalized service and long-term relationship building.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial data analysis, statement preparation, and loan covenant reporting tailored to small businesses' specific needs.
How do you help businesses with tax planning and preparation?
We offer customized tax planning, analysis, and return preparation services to optimize your tax position while ensuring compliance with current regulations.
What financial planning and strategic services are available?
We provide strategic planning, business coaching, capitalization strategies, and succession planning to support long-term business growth and sustainability.
Do you work with start-up businesses as well as established companies?
Yes, we support businesses at all stages, offering specialized start-up services including entity selection and initial financial planning.
How do you stay current with tax law changes and technology advancements?
Our team continuously updates its knowledge on tax regulations and implements secure technologies to ensure we provide current, efficient services.
