Gineris & Associates

Accountant · 2005 Hart Street, Dyer, Indiana

  • Gold champion partner

    Partner status

    Gold champion partner 
  • Partner since 2016

    Experience

    Partner since 2016 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

At Gineris & Associates, your success is our business. 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.

Affiliations

  • American Institute of CPAs
  • National Association of Enrolled Agents

Meet the team

Gineris & Associates advisors: 14 - Xero certifications: 11

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

Callie Stephens

Account Mangaer

Profile image for Callie Stephens
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Enrolled Agent and Certified Payroll Administrator with Bachelors in Accounting and 7 years industry experience. Passionate and effective at helping clients resolve complex IRS matters.

Mark Gineris

Partner

Profile image for Mark Gineris
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

42 years of experience helping small business owners in taxation matters. Emphasis on estate and trust tax returns. Enrolled agent. Passionate about helping entrepreneurs get the best tax outcomes.

Margaret Jonas

Account Manager

Profile image for Margaret Jonas
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 1 year Xerocon attendance

With 10 years accounting experience and a Bachelors in Business Management, I love providing great service, making things easier and getting better outcomes for my small business clients.

Mary Lynn Wagner

Account Manager/Office Manager

Profile image for Mary Lynn Wagner
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

My passion is helping clients get their books in order and build clean financials to help them understand how their business is truly performing. I have more than 2 decades of accounting experience.

Pam Gineris

Account Manager

Profile image for Pam Gineris
  • 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.

Patrick Gineris

Managing Principal

Profile image for Patrick Gineris
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

I've got more than 20 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.

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 


  • Capital One
  • Wells Fargo

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 


  • Real estate and hiring services
  • Accommodation and hospitality
  • Professional services
  • Construction and trades
  • Repairs and personal services
  • Retail
  • Wholesale
  • Arts and recreation
  • Education
  • Finance and insurance

Gineris & Associates : App experience

Gineris & Associates serves clients who use 9 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, Indiana

+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.

  • 2 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.