As a CPA, Candice Gerlach and her team deliver a comprehensive offering of financial services. From day-to-day booking keeping to strategic annual tax planning, a CPA can act as an advisor for a special project, or as a consistent member of your team. Our services include: 

General Accounting: A CPA near me delivers support with tracking, reporting, and communication of your business’s finances. Not only does this reinforce your ability to make well-informed business decisions, but it also allows you to easily communicate with investors, clients, and regulators. 

Strategic Tax Planning: With her in-depth knowledge of tax codes, audits, and compliance, Candice Gerlach offers a unique strength in her ability to offer strategic tax planning. This proactive approach allows you to take advantage of existing regulations while preventing surprises down the road. Need help planning your year end taxes? Get in touch with our team today. 

Financial Income Statements: A CPA can compile a comprehensive income statement of your business’s revenues and expenses. This useful tool illustrates the profitability of your company, identifies areas of high cost, indicates tax liabilities, and provides clarity for future decisions. 

Estate, Gift and Trust Accounting: As a CPA, Candice Gerlach is familiar with the complexity of executing an estate. Whether you are an executor, personal representative, or administrator, a CPA can help you locate wills, apply for a federal Taxpayer Identification Number, cancel pending contracts, distribute documentation to banks, and more. 

Temporary or Fractional CFO Services: If you need temporary CFO services, or support from a CFO without the commitment of a full-time salary, a CPA can help. Like a CFO, we can guide growth planning, raise capital, and resolve cash flow challenges. 

Compilations, Reviews, and Audits: In the case that you need to verify past financial records, a CPA can conduct a compilation, review, or audit. During your consultation, we will identify the level of detail required, as well as the formats required by the receiving party. 

Forensic Accounting: Forensic accounting is one of Candice’s specialites. She has worked with clients on national and international cases involving fraud, financial crimes, and accounting investigations. 

Testimony and Depositions: With deep knowledge of tax codes and federal financial regulations, Candice Gerlach can confidently act as an court-appointed expert, consultant, trier of fact, and mediator for accounting-related legal issues. Get in-touch today to schedule a free consultation.