Your Partner in Financial Clarity: Comprehensive CPA Services Tailored for Success.
At Gilbert & Company, we are your trusted partner in financial clarity, offering comprehensive CPA services designed to help your business thrive. Whether it's managing your accounting needs, navigating complex tax regulations, ensuring compliance with assurance standards, or providing strategic advisory guidance, we tailor our services to meet your specific goals.
Accounting Services
Controllership: We provide outsourced CFO (Chief Financial Officer) services, where we manage the financial operations of our clients, overseeing everything from strategic financial planning, budgeting and forecasting, expense management and financial reporting.
Assurance Services
Financial Audits: We conduct independent audits of financial statements for businesses, governmental agencies, not for profits and trusts to ensure they comply with Generally Accepted Accounting Principles (GAAP).
Financial Reviews: Less extensive than audits, our reviews offer limited assurance on financial statements.
Financial Compilations: In compilations, we organize financial information without assurance including be not limited to financial forecasts and financial projections.
Internal Audits: Our internal audits assess the effectiveness of internal controls and identify, define and mitigate risks, inefficiencies, due to fraud or error.
Fraud Detection and Investigation: We perform forensic accounting to detect, investigate, and prevent fraud or financial misrepresentation.
Litigation Support: In legal matters, we provide expert testimony, financial analysis, and damage assessments in cases involving financial disputes or fraud.
Advisory Services
Business Consulting: We offer strategic business advice on startup launching, growth, expansion, organizational restructuring, mergers and acquisitions, and divestitures. We partner with clients to conduct industry and market research, business valuations, and change management projects.
Governance, Risk, and Compliance (GRC) Advisory: We partner with our clients to improve governance structures or implement new ones, and identify, define, measure, and monitor risks to ensure compliance with industry standards.
Data Strategy and Governance: We partner with our clients to create comprehensive data governance plans and strategies that aligns with their organization's goals including advising on data collection, storage, integration, and governance practices to ensure data accuracy, consistency, and compliance with regulations.
Advanced Analytics and Reporting: We offer business intelligence advisory to help clients implement analytics solutions, including predictive modeling, data visualization, and performance reporting. These solutions allow organizations to forecast trends, optimize operations, and make data-driven decisions.
Sustainability:
ESG Reporting and Assurance: We assist organizations in preparing and assuring ESG (Environmental, Social, and Governance) reports, ensuring they meet regulatory requirements and stakeholder expectations. This involves ensuring that sustainability data is accurate, reliable, and aligned with recognized reporting frameworks set by governing bodies like GRI, SASB, or ISSB.
Carbon Accounting and Climate Risk Advisory: We help organizations measure, manage, and report their carbon footprint, as well as assess the financial impact of climate-related risks. This includes advising on carbon accounting, setting emissions reduction targets, and identifying financial risks and opportunities related to climate change.
Green Finance and Investment Advisory: We provide advisory services on sustainable finance, helping businesses and investors align their financial strategies with ESG goals. This includes advising on impact investing and sustainable finance initiatives.
Tax Services
Tax Preparation: We prepare and file federal, state, and local tax returns for individuals, corporations, partnerships, non-profits, estates and trusts.
Tax Planning: We assist clients in strategizing for tax-efficient investments, transactions, and structuring of business operations to minimize tax liabilities.
Tax Compliance Advisory: We advise on tax laws, changes, and compliance to ensure clients take advantage of deductions and credits while avoiding penalties.
Representation in Tax Audits: We represent clients in tax disputes and audits with the IRS or state tax authorities.