Callie Stephens
Account Mangaer
Partner status
Experience
Certification
We value relationships and service. We also value your time. Our full-service financial, tax, and accounting firm helps small businesses achieve success. We provide unparalleled, personalized, holistic financial services.
We specialize in corporate and personal tax, financial and business planning for small business owners. We have been in business since 1945 and have served tens of thousands of satisfied clients. Our clients are primarily privately-held small businesses – with less than 50 full-time employees and less than $100 million in sales. Serving small businesses and entrepreneurs is our passion. In addition to standard tax, bookkeeping and payroll service we provide business planning and advising, business best practices, income strategies, tax strategy and planning and financial planning.
Gineris & Associates advisors: 17 - Xero certifications: 9
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Account Mangaer
EA, Tax Accountant & Account Manager
Account Manager
Managing Principal
Account Manager
Tax Accountant, EA, MBA
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.
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.
Gineris & Associates serves clients who use 15 different apps that connect and integrate with Xero.
Gineris & Associates has an office in 1 location
2005 Hart Street, Dyer, 46311, Indiana
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.
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.