Business Details
42 Years
experience
Your Trusted Accounting Partner in Westlake, OH
Since 1984, Great Lakes CPA's has served the business community as trusted advisors and financial management partners. Our firm specializes in accounting, business valuation, entrepreneurial consultation, and tax preparation services for individuals and businesses. We maintain our competitive edge through continuous professional education, ensuring compliance with evolving tax laws and accounting standards. Our tech-savvy offices leverage internet access to deliver accurate, efficient, and timely services at competitive pricing. Clients benefit from our expertise in tax return filing, bookkeeping, financial statements, corporate tax returns, and certified business valuations.We prioritize client communication through multiple channels, including telephone, email, and our secure client portal. Our team of certified professionals, including CPAs and CFPs, provides personalized service tailored to each client's unique financial needs. We offer financial calculators and educational resources to support informed decision-making. Our commitment to quality is reflected in our associations with professional accounting organizations. We invite clients to explore our services and contact us directly for customized financial solutions.
Services
Tax Preparation
Bookkeeping
Financial Planning
Certified Valuations
Payroll Services
Details
- Year established: 1984
Highlights and features
- We have over 40 years of experience serving the accounting needs of individuals and businesses
- Our team includes certified professionals with CPA, CFP, and CVA designations
- We utilize advanced technology for secure, efficient financial service delivery
- We maintain expertise through continuous professional education in tax law updates
- We offer competitive pricing with personalized service for every client
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses while implementing strategic tax planning. Our certified professionals ensure compliance with federal and state regulations. Clients receive personalized advice to optimize deductions and minimize liabilities through proactive year-round planning.
Bookkeeping
Our bookkeeping services maintain accurate financial records using modern accounting software. We track income, expenses, and cash flow to provide real-time business insights. Monthly financial statements help business owners make informed operational decisions and prepare for tax season.
Certified Valuations
Certified Valuation Analysts provide accurate business valuations for mergers, acquisitions, or succession planning. We use industry-standard methodologies to determine fair market value. These reports meet requirements for legal, tax, and financial institution purposes.
Financial Planning
We develop customized financial plans considering tax implications, investment strategies, and retirement goals. Our CFP professionals create roadmaps for long-term financial security. Services include budgeting tools and investment performance analysis.
Payroll Services
We handle payroll processing including tax withholding calculations and regulatory filings. Our system ensures timely employee payments and compliance with labor laws. Clients receive detailed reports for financial tracking and year-end tax preparation.
People
C. Clay Miller
Owner
CPA, CFP, CVA, and MBA with extensive experience in accounting and financial planning. Leads firm strategy and client services while maintaining professional certifications through continuing education.
Karen S. O'Connor
Manager
Certified Public Accountant overseeing daily operations and client engagements. Specializes in tax compliance and financial reporting for businesses and high-net-worth individuals.
Stephanie McClellan
Staff Accountant
Experienced accountant providing tax preparation and bookkeeping services. Focuses on accuracy and client communication while maintaining accounting standards compliance.
Gordana Stefanov
Staff Accountant
Dedicated accountant handling payroll processing and financial reporting. Utilizes technical expertise to ensure timely and accurate client deliverables.
Sharon K. Miller
Client Development Director
Manages client relationships and business development initiatives. Focuses on understanding client needs to connect them with appropriate firm services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll services, tax planning, and certified business valuations tailored to small businesses.
How can I access my account information securely?
Our Client Portal provides secure 24/7 access to your financial documents and allows direct communication with our team.
Do you offer tax preparation for individuals?
Yes, we prepare individual tax returns and provide personalized tax planning strategies to minimize liabilities.
What professional credentials do your staff hold?
Our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Certified Valuation Analysts (CVAs).
How do you stay current with tax law changes?
We maintain expertise through continuing education programs and industry certifications to ensure compliance with current regulations.
Can I schedule appointments outside regular business hours?
While our standard hours are Monday-Friday 8am-5pm, we offer flexible scheduling options for client convenience.
Reviews (1)
Ericka Leuenberger
Apr 05, 2021
Report
Very happy with the service we've received. Everyone has been beyond helpful and kind, and we always get quick responses.
