Business Details
Your Trusted Accounting & Business Advisory Partner
Founded over 25 years ago, our boutique accounting and business advisory firm has dedicated itself to empowering business owners through personalized financial strategies. We specialize in tailoring solutions for individuals, independent business owners, franchisees, corporations, and non-profit organizations across all stages of growth. Our team combines deep industry expertise with a commitment to understanding each client's unique challenges and aspirations. By integrating advanced technology with traditional accounting practices, we deliver secure, efficient services that evolve with our clients' needs.We maintain long-term relationships through regular check-ins, proactive planning sessions, and timely communication about tax updates and legislative changes. Our approach emphasizes personalization, integrity, and responsiveness, ensuring clients receive customized strategies that align with both their professional and personal financial goals. We take pride in fostering growth mindsets among our clients while maintaining a strong focus on the numbers behind their businesses.
Services
Accounting & Bookkeeping
Tax Planning
Strategic Planning
Start-up Support
Portable CFO
Financial Analysis
Entity Selections
Business Coaching
Highlights and features
- We offer 25+ years of experience in accounting and business advisory services
- Our team provides personalized strategies tailored to your specific needs
- We utilize advanced technology for secure and efficient financial solutions
- We maintain regular communication about tax updates and legislative changes
- We serve diverse clients including franchisees, corporations, and non-profits
What people say
Responsive team
Tailored strategies
Proactive planning
Industry expertise
Technology integration
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services including financial data analysis, statement preparation, and loan covenant reporting. Our team ensures accurate financial records while offering insights to support business decisions. Services are tailored to meet the specific needs of independent owners, franchises, and corporations.
Tax Planning
Our tax planning services include strategic analysis, education on tax implications, and preparation of income tax returns. We help clients optimize their tax positions while maintaining compliance with evolving regulations. Services are customized for both personal and business tax needs across various industries.
Strategic Planning
We offer long-range planning and consulting services including capitalization strategies, coaching, and portable CFO solutions. Our team helps businesses develop growth strategies, implement financial controls, and prepare for succession through regular planning sessions and data-driven insights.
Start-up Support
Our start-up support includes entity selection guidance, business planning, and access to Small Business Association resources. We help new businesses establish proper financial foundations, choose appropriate legal structures, and develop growth strategies tailored to their specific industries and goals.
Business Coaching
We provide ongoing business coaching and educational seminars to help owners develop financial literacy and strategic thinking. Our coaching includes quarterly planning meetings, tax update briefings, and technology integration guidance to support informed decision-making and long-term business success.
People
Sonya Pappas
Partner & CEO
With over 25 years of experience, Sonya founded GSM Advisory to provide personalized accounting solutions. She specializes in helping business owners understand financial data and develop long-term growth strategies through proactive planning and technology integration.
Gus Pappas
Partner & COO
Gus has collaborated with clients for two decades to resolve business challenges and implement financial strategies. He focuses on client communication, operational efficiency, and maintaining the firm's commitment to personalized service and technological innovation.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statement preparation, loan covenant reporting, and customized financial analysis for businesses and individuals.
How do you support start-up businesses?
We offer entity selection guidance, business planning, and SBA resources to help new businesses establish proper financial foundations and growth strategies.
Do you work with franchise owners?
Yes, we specialize in supporting franchisees with financial planning, tax compliance, and business growth strategies tailored to franchise-specific requirements.
What technology do you use?
We utilize secure online platforms for virtual meetings, data sharing, and tax preparation while maintaining traditional accounting practices for comprehensive service delivery.
How do you stay updated on tax changes?
Our team regularly monitors tax updates and legislative changes to provide timely advice and ensure clients maintain compliance with current regulations.
