Business Details
50+ Years
experience
Trusted Accounting Services for Family-Owned Businesses
GWCPA is a CPA-led organization dedicated to empowering family-owned businesses through personalized financial guidance and forward-thinking strategies. With over 75 years of experience, we specialize in helping legacy-driven businesses adapt to modern challenges while preserving their core values. Our team of certified professionals provides comprehensive accounting services, including compliance, performance management, and strategic advisory, tailored to meet the unique needs of multi-generational enterprises. We prioritize long-term relationships, combining technical expertise with a deep understanding of our clients' operational and financial goals.Our commitment to innovation ensures clients receive actionable insights that drive growth and sustainability. By fostering a culture of continuous learning, we equip business owners with the tools to make informed decisions and build enduring legacies. Our approach emphasizes transparency, ethical practices, and community stewardship, aligning financial success with broader societal impact.
Services
Accounting
Business Development
Coaching
Compliance
Performance Management
Accelerator Programs
Tax Planning
Succession Planning
Financial Empowerment
Strategic Advisory
Details
- Year established: 1948
Highlights and features
- We offer 75+ years of experience in accounting for family-owned businesses.
- Our team includes certified CPAs and specialists with deep industry expertise.
- We provide personalized, client-focused financial strategies tailored to legacy businesses.
- Our innovative approach combines traditional accounting with forward-thinking advisory services.
- We prioritize long-term relationships built on trust, transparency, and ethical practices.
Associations and certifications
- CPA
What people say
Full-service, trustworthy, expert
Peace of mind
Consistent top-notch service
Integral part of our business
Unwavering commitment to innovation
Services
Accounting
Our accounting services provide comprehensive financial management tailored to family-owned businesses. We ensure accurate record-keeping, regulatory compliance, and strategic financial reporting. Our team works closely with clients to deliver actionable insights that support informed decision-making and long-term growth.
Compliance
We handle all aspects of tax compliance, including individual and business tax filings. Our proactive approach ensures clients meet regulatory requirements while optimizing tax-saving opportunities. We simplify complex tax laws to minimize liabilities and maximize returns.
Performance Management
Our performance management services offer ongoing financial analysis and reporting. We help businesses track key metrics, identify trends, and adjust strategies for sustained profitability. Regular reviews ensure clients stay aligned with their financial goals.
Accelerator Programs
These programs provide strategic guidance for businesses aiming to scale. We focus on innovation, succession planning, and operational efficiency. Our tailored solutions address specific growth challenges and unlock new opportunities for expansion.
Succession Planning
We assist businesses in developing robust succession plans to ensure smooth transitions across generations. Our approach safeguards continuity, preserves family values, and maintains financial stability during leadership changes.
People
Samantha Bowling
Managing Partner
Samantha Bowling leads GWCPA with a mission to transform public accounting. As the first female Managing Partner, she champions innovation and mentorship. Her expertise spans client strategy and firm leadership.
Barrett Young
Partner
Barrett Young focuses on team development and client relationships. He emphasizes future-focused leadership and fostering entrepreneurial optimism. His career highlights include mentoring emerging professionals in the field.
John Benish Jr.
Partner
John Benish Jr. brings decades of experience in client advisory services. He prioritizes personalized relationships and community-driven accounting practices. His work emphasizes long-term client trust and financial stewardship.
Lori Walker
Accounting Manager
Lori Walker specializes in client problem-solving and staff development. She bridges client needs with team capabilities, ensuring accurate and timely financial solutions. Her approach fosters collaborative growth and client education.
Shannon Broderick
Client Relations Specialist
Shannon Broderick focuses on client engagement and resource coordination. Her role ensures seamless client experiences through personalized support and relationship-building. She advocates for mental health awareness in professional settings.
Questions
What services does GWCPA offer?
We provide accounting, compliance, performance management, succession planning, and strategic advisory services tailored to family-owned businesses.
How does GWCPA support family-owned businesses?
We offer personalized financial guidance, legacy planning, and strategic growth solutions designed to preserve family values and ensure long-term success.
What sets GWCPA apart from other accounting firms?
Our focus on innovation, client-centric approach, and deep expertise in multi-generational business needs distinguish us from traditional firms.
How can I schedule a consultation?
Visit our website or contact us directly to book an exploratory call with our team for personalized guidance.
Does GWCPA handle tax compliance?
Yes, we manage individual and business tax filings, ensuring compliance while optimizing tax-saving opportunities for our clients.
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