Gineris & Associates

Accountant · 2005 Hart Street, Dyer

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"platinum-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/platinum-champion","tagID":"xero:advisor-directory/cards/partner-status/platinum-champion","title":"Platinum champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-platinum.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2016","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2016","tagID":"xero:advisor-directory/cards/partner-since/2016","title":"Partner since 2016","description":"The advisor has been a Xero partner since 2016","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"ad25a1c6-0905-480b-934a-5caa78a458a5"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Serving small businesses and entrepreneurs is our passion. We value relationships, service, and time. Our full-service financial, tax, and accounting firm helps small businesses understand and improve their performance, grow wealth, and optimize tax outcomes. We provide personal, proactive, holistic services. You have a dedicated, responsive team.

We specialize in serving small businesses in hospitality (restaurants and bars), professional services, construction and trade contractors, salons/spas/fitness centers, and realtors. We do proactive tax planning, provide monthly financial statements, business advisory, payroll, sales tax and more. We are a fourth-generation family-owned firm, in business since 1945, leveraging technology and automation, with thousands of satisfied clients.

Affiliations

American Institute of CPAs
National Association of Enrolled Agents

Meet the team

Gineris & Associates advisors: 17 - Xero certifications: 10

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Kellen P. Leone

Tax Accountant, EA, MBA

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

Experienced in individual and small business income tax preparation and planning, accounting, and tax advisory services. I enjoy helping our clients achieve their goals and maximize their potential.

Patrick Gineris

Managing Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

I've got more than 30 years experience in accounting. I'm a CPA and EA who loves helping our staff liberate entrepreneurs - saving them time and money - so they can enjoy success on every level.

Margaret Jonas

EA, Tax Accountant & Account Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

13 years in the accounting field and I couldn't be happier with the choice I made.

Callie Stephens

Account Mangaer

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

Enrolled Agent and Certified Payroll Administrator with Bachelors in Accounting and 12 years of industry experience. Passionate and effective at helping clients resolve complex IRS matters.

Pam Gineris

Account Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

I have over 35 years experience as a bookkeeper. My passion is digging in and cleaning up books to result in the best tax outcome possible. I treat my clients like family and my work reflects that.

Dina Robinson

Account Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

I strive to help business owners succeed. I enjoy taking over the tasks that you don't have time for. Having been a small business owner myself I have compassion and understanding for your needs.

Gineris & Associates: Bank experience

Clients of Gineris & Associates connect to a range of banks via Xero. Gineris & Associates specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Allied Irish Bank (AIB) (IE)
Allied Irish Bank (AIB) Business (IE)
American Express (US)
BMO Harris Bank
Bank of America (US)
Bank of Ireland Business (IE)
Bank of Ireland Personal (IE)
Barclaycard Business
Barclays Business (UK)
Capital One (US)
Centier Bank
Chase Bank (US)
Citibank (US)
Discover Card (US)
Fifth Third Bank
First Horizon (US)
First Horizon Business Banking (US)
National Australia Bank NAB (AU)
Old National Bank Business Banking (US)
PNC Bank (US)
PayPal
Pleo
Regions Bank
Revolut
US Bank (US)
Wells Fargo (US)
b1BANK (US)

Gineris & Associates: Industry experience

Gineris & Associates works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Arts and recreation
Construction and trades
E-commerce
Education
Healthcare and social services
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Wholesale
Marketing, advertising and consulting

Gineris & Associates : App experience

Gineris & Associates serves clients who use 16 different apps that connect and integrate with Xero.

Connected apps

Find us

Gineris & Associates has an office in 1 location

Dyer: 2005 Hart Street, Dyer, 46311; 219-864-4800

New to Xero? Gineris & Associates can help

Xero is beautiful online accounting software for smaller businesses. Gineris & Associates can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

4 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2016

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.