GSM Advisory Group, LLC

With a personalized approach, we provide tailored strategies.

Certified public accountant in Swarthmore, PA (show on map)

4.1

★★★★☆

9 reviews

A boutique accounting, tax planning, and advisory firm empowering business owners with financial and operational tools for growth.

Call (610) 565-8050

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About

The GSM Advisory Group, LLC is a full-service, boutique accounting and business planning firm specializing in working with individuals, independent business owners, franchisees, corporations, and non-profit organizations—from start-up through to succession. With a personalized approach, we provide tailored strategies, financial data analysis, tax planning, and advisory services to empower business owners to grow as leaders in their industries and communities.

Personalized, proactive approach

Advanced technology integration

Ongoing education and client communication

Services

Accounting & Bookkeeping

Comprehensive accounting and bookkeeping services tailored to the unique needs of each client.

Financial Data Analysis Financial Statement Preparation Loan Covenant Reporting

Tax Planning & Preparation

Strategic tax planning and preparation services to optimize tax outcomes.

Tax Planning Tax Analysis & Education Income Tax Return Preparation Strategic Planning & Consulting

Financial Statement Preparation

Preparation of customized financial statements for reporting and decision-making.

Loan Covenant Reporting

Reporting services to ensure compliance with loan covenants.

Capitalization Planning

Strategic planning for capital structure and investment decisions.

Coaching & Educational Seminars

Personalized coaching and educational seminars to empower business owners.

Long-Range & Strategic Planning Start-up Support Coaching Entity Selections

Credentials & Certifications

Certified Public Accountant (CPA)

Since 1999

Certified Financial Planner (CFP)

Since 2005

Certified Tax Professional (CTP)

Since 2010

Certified Business Advisor

Since 2015

Certified Technology Consultant (CTC)

Since 2018

Reviews

Rating

4.1

★★★★☆

Reviews

"Great service and even better people."

Frequently Asked Questions

What is the Corporate Transparency Act and how does it affect my business? +

The Corporate Transparency Act requires certain business entities to file beneficial ownership information with the Financial Crimes Enforcement Network (FinCEN). GSM Advisory Group can guide you through the compliance process and ensure your business meets the new requirements.

How often should I review my financial statements? +

Regular financial statement reviews are recommended at least quarterly to ensure accurate financial health tracking and informed decision-making.

What industries do you specialize in? +

GSM Advisory Group enjoys working with a wide variety of service businesses, including small and mid-sized enterprises, franchises, independent owners, corporations, and non-profit organizations.

Can you help with annual registration filings? +

Yes, GSM Advisory Group offers assistance with annual registration filings, providing guidance on the process and handling the paperwork on behalf of clients.

What sets GSM Advisory Group apart from other accounting firms? +

GSM Advisory Group differentiates itself through personalized, proactive approaches, advanced technology integration, and a commitment to ongoing education and client communication.