Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Columbus
John Gerlach has served the Columbus business community since 1945, combining deep local expertise with comprehensive accounting solutions. Our firm specializes in supporting small businesses, non-profits, and individuals through tailored financial services, including tax preparation, bookkeeping, and strategic advisory. With over 75 years of collective experience, our team of CPAs delivers personalized attention while maintaining rigorous compliance with evolving tax regulations.We prioritize building long-term relationships, understanding client needs, and providing actionable insights to drive business growth. Our legacy of trust and technical excellence continues to position us as a preferred partner for financial success in Central Ohio.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
QuickBooks Solutions
Part-Time CFO Services
Non-Profit Accounting
Tax Planning
Details
- Year established: 1945
Highlights and features
- We offer 75+ years of combined experience in Columbus business accounting
- Our team provides personalized QuickBooks setup and training services
- Specialized expertise in non-profit tax compliance and reporting
- Proven track record with small business tax planning and strategy
- Locally-owned firm with deep understanding of Central Ohio markets
Associations and certifications
- QuickBooks ProAdvisor
Services
Small Business Accounting
Our small business accounting services provide comprehensive financial management solutions tailored to Columbus companies. We handle day-to-day bookkeeping, financial reporting, and tax compliance while offering strategic advisory to improve profitability. Our experienced team ensures accurate records and timely filings, allowing business owners to focus on operations rather than financial administration.
QuickBooks Solutions
As QuickBooks ProAdvisors, we offer complete QuickBooks implementation and optimization services. From initial setup and customization to staff training and system maintenance, we help businesses maximize their accounting software investment. Our team ensures proper configuration for specific business needs and provides ongoing support for cloud-based and desktop versions of QuickBooks.
Tax Preparation
We provide expert tax preparation services for both individuals and businesses, ensuring compliance with federal and state regulations. Our CPAs stay current with changing tax laws to maximize deductions and credits while minimizing liabilities. We offer year-round tax planning support and handle all aspects of return preparation, filing, and audit representation.
Part-Time CFO Services
Our part-time CFO services deliver strategic financial leadership to growing businesses. We provide cash flow analysis, budgeting assistance, and financial forecasting while helping implement effective accounting systems. This service offers access to experienced financial professionals without the cost of a full-time executive, supporting data-driven business decisions.
Non-Profit Accounting
We specialize in non-profit accounting services that address the unique requirements of tax-exempt organizations. Our expertise includes fund accounting, grant compliance reporting, and IRS Form 990 preparation. We help non-profits maintain proper financial controls while ensuring adherence to specific revenue and expense classification requirements for tax-exempt status.
People
T.J. Conger
CPA
T.J. Conger holds a BBS in Accounting from Ohio University with over 40 years of experience in tax and accounting services for Columbus businesses.
Rusty Wheatley
CPA
Rusty Wheatley brings 30+ years of accounting expertise, specializing in financial management and fractional CFO services for Central Ohio businesses.
Jon Yerian
CPA
Jon Yerian has over 25 years of experience in tax preparation and advisory services, focusing on individual and business tax compliance solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to Columbus-based companies.
How can you help with QuickBooks implementation?
Our QuickBooks ProAdvisor team offers software setup, customization, employee training, and periodic system tune-ups to optimize your accounting workflow.
Do you specialize in non-profit organization accounting?
Yes, we have extensive experience with non-profit accounting requirements including tax-exempt compliance, grant reporting, and fund accounting.
What tax planning services do you provide?
We offer year-round tax planning strategies to minimize liabilities, including quarterly estimated tax calculations and business entity structure optimization.
Are you available for year-end tax preparation?
Yes, we prepare both individual and business tax returns with a focus on maximizing deductions while ensuring complete IRS compliance.
