Gineris & Associates

Gineris & Associates is a family-run accounting firm that has served small businesses since 1945. It works as a virtual practice, using cloud tools to support clients anywhere in the U.S., and it concentrates on privately held companies with fewer than 100 full-time employees.

Services

• Accounting services: bookkeeping, accounting, payroll and compliance work.
• Tax services: tax planning, preparation and filing, plus help resolving tax problems.
• Financial services: personal financial plans through its wealth arm, Gineris Wealth.
• Business advisory: consulting and business planning to improve processes and pursue growth.
• Client resources: a video learning library, blog and YouTube channel for clients.

Who it works with

The firm serves privately held, U.S.-based small businesses, including restaurant groups, and puts weight on close, long-term relationships between clients and their accountants.

Key facts

• Founded: 1945 (celebrating 80 years of service)
• Based in: U.S., operating as a virtual firm
• Partnerships: one of 100 Xero Platinum Partners
• Work model: staff work flexible schedules from home