GMS SURGENT
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​Accounting and Assurance

Our strength as a CPA firm comes from experienced staff members who understand both financial reporting and business operation. As a full service firm, GMS Surgent will evaluate the quality of information you utilize when making important decisions for your company. We are skilled at diagnosing problems and offering established, real-world solutions.

We believe that we must give our clients a good reason to engage our services—we must add value to our clients in the process. We approach each engagement efficiently and effectively with the goal of delivering added value to our clients.
 
GMS Surgent provides a complete range of accounting and auditing services, including annual or special purpose audits, assistance in preparation of reports to be filed with regulatory agencies, and compilations and reviews of financial statements. Where applicable, the firm supplements the report on financial statements with a management letter offering recommendations for a more efficient operation, improved financial position, and improved accounting and administrative controls. These suggestions often result in substantial cost savings for our clients.

GMS Surgent offers a full range of specialized accounting and assurance services:
  • Audits of financial statements for businesses, benefit plans, and not-for-profits
  • Reviews and compilations of financial statements
  • Projections and forecasts
  • Compliance with regulatory or contractual requirements, or other specialized services
  • Agreed upon procedures
  • Green-e Energy annual verification audit process
  • Interim financial reports and bookkeeping assistance
  • Technical guidance
  • Outsourced accounting department
  • Internal control review
AGREED UPON PROCEDURES

GREEN-E ENERGY

EMPLOYEE BENEFIT PLANS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

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P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
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237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL