Grear & Company
The Science of Accounting ... The Art of Success.
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We have modeled the quality of service provided by a National CPA firm, and incorporated the personalized service offered by a local firm, while at the same time offering reasonable rates. Many of our personnel have national firm experience, and our staff size is large enough for us to have a diverse background of experiences. Our clients and other professionals comprise our largest referral sources. We recognize the importance of adding value to everything we do.

Our firm offers a wide range of services to our individual and business clients. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Accounting, Auditing and Tax
  		• Shared CFO/Controller Services
  		• Planning, Succession, Merger and Acquisition
  		• Not-for-Profits
  		• Strategic Alliances
  		• Client Training Center
    Accounting, Auditing and Tax: Beyond compliance to complete service
    • Auditing
    • Reviews and compilations
    • Timely tax return preparation
    • Financial statement preparation
    • Forecasts and projections
    • Tax planning
    • Tax research
    • Assessment of tax investments
    • Representation before the IRS
    • Selection of accounting methods and tax entities
    • Bookkeeping assistance

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    Shared CFO/Controller Services: Outsourced, on-call financial management
    • Strategic planning
    • Profitability and breakeven analysis
    • Budgeting
    • Compensation management
    • Pricing analysis
    • Financial controller assistance
    • Banking relationships and financing methods
    • Buy/sell agreements and exit strategies
    • Mergers and consolidations
    • When and how to sell your company
    • Accounting and business controls
    • Inventory costing
    • Advice on starting a new business
    • Business valuations
    • Customer retention
    • Marketplace analysis
    • Asset protection
    • Personal asset growth and goals
    • Risk management

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    Planning, Succession, Merger and Acquisition: Seamless business transitions
    • Strategic planning
    • Profitability and breakeven analysis
    • Banking relationships and financing methods
    • Buy/sell agreements and exit strategies
    • Mergers and consolidations
    • When and how to sell your company
    • Business valuations
    • Asset protection
    • Personal asset growth and goals
    • Risk management
    • Retention of personnel/outplacement
    • Compensation management
    • Insurance analysis
    • Estate planners
    • Investment advisors
    • Venture capitalists

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    Not-for-Profits: The business side of philanthropy
    • Strategic planning
    • Profitability and breakeven analysis
    • Budgeting
    • Compensation management
    • Pricing analysis
    • Financial controller assistance
    • Banking relationships and financing methods
    • Auditing
    • Reviews and compilations
    • Timely tax return preparation
    • Financial statement preparation
    • Forecasts and projections
    • Tax planning
    • Tax research
    • Assessment of tax investments
    • Representation before the IRS
    • Selection of accounting methods and tax entities
    • Bookkeeping assistance

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    Strategic Alliances: A trustworthy network of advisors
    • Insurance analysis
    • Estate planners
    • Investment advisors
    • Bankers
    • Venture capitalists
    • Workers' Compensation professional
    • Computer advisors
    • Marketing specialists

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    Client Training Center: Timely tools and perspectives
    • Bookkeeper training
    • Conflict resolution
    • Teamwork
    • Budgeting
    • Tax update
    • Financial update
    • Estate planning
    • Quality of life seminars

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