Business Details
Trusted Accounting Services for Small Businesses
Kathleen Gerhardt & Associates has dedicated itself to providing comprehensive accounting solutions for small businesses, home-based enterprises, and individuals since its founding. With over 40 years of professional experience, including 19 years as a Controller for corporate groups, the firm specializes in full-charge accounting, business tax returns, and seamless integration of accounting software. Our expertise extends to Sales Tax, Payroll, and Business Property tax compliance, with a proven track record of passing audits with zero liability.We prioritize relieving clients from day-to-day accounting pressures while ensuring accurate financial management. Our mission centers on empowering clients through detailed financial reporting, strategic planning, and personalized advisory services tailored to their growth needs. By maintaining meticulous organization and transparency, we help businesses stay compliant and focused on long-term success. Our commitment to precision and client-centric support has established us as a trusted partner for small business financial health.
Services
Compliance Taxes
Bookkeeping
Payroll Management
Financial Planning
Advisory Reporting
Highlights and features
- We offer 40+ years of accounting expertise with specialized tax compliance knowledge.
- Our team delivers Sales Tax audit success with zero liability outcomes.
- We focus exclusively on small business financial needs and growth strategies.
- Our services include seamless accounting software integration and system organization.
- We provide personalized advisory reporting for informed business decision-making.
Services
Compliance Taxes
Our compliance tax services ensure accurate filing of Sales Tax, Business Property Tax, and Payroll Tax obligations. We maintain strict regulatory adherence to prevent penalties while optimizing tax positions. Our expertise includes audit preparation and resolution of complex tax liabilities for small businesses.
Bookkeeping
We manage daily transaction recording, account reconciliation, and financial statement preparation. Our bookkeeping solutions maintain real-time financial visibility through organized ledgers and customized reporting structures tailored to small business operations.
Payroll Management
Our comprehensive payroll management covers employee payment processing, tax withholding calculations, and regulatory reporting. We ensure timely compliance with federal, state, and local payroll requirements while maintaining accurate employee records.
Financial Planning
We provide strategic financial planning through cash flow analysis, budget development, and growth forecasting. Our planning services integrate with accounting data to create actionable roadmaps aligned with business objectives and market conditions.
Advisory Reporting
Our advisory reporting delivers customized financial insights through performance metrics analysis and operational efficiency evaluations. We help business owners interpret financial data to make informed strategic decisions that drive profitability and long-term success.
People
Kathleen Gerhardt
Founder
With 40+ years of accounting experience, including 19 years as corporate Controller, Kathleen specializes in small business financial management. Her expertise includes tax compliance, audit preparation, and accounting system optimization for growing businesses.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax compliance (Sales, Payroll, Property), payroll management, financial planning, and advisory reporting for small businesses.
How does your firm handle tax audits?
Our proven audit preparation process ensures compliance with zero liability outcomes in Sales Tax audits, leveraging decades of regulatory expertise.
Can you integrate new accounting software for my business?
Yes, we provide seamless accounting software integration and system organization tailored to your operational needs.
What experience do you have with small businesses?
With 40+ years of experience, including 19 years as corporate Controller, we focus exclusively on small business financial management challenges.
How do you support business growth planning?
We deliver strategic financial reporting and advisory services to help business owners make informed decisions for sustainable growth.
