SERVICES
Gregory A Owens, CPA
Introduction to our services
Gregory A Owens, CPA provides an integrated suite of financial services designed to meet the needs of individuals and businesses in Greenville, SC and surrounding areas. Since 2005, our firm has focused on practical accounting, reliable bookkeeping, expert tax preparation, and hands-on QuickBooks training. This Services Overview outlines each area of expertise so you can quickly determine which service aligns with your needs and how we deliver results with accuracy, efficiency, and a focus on client goals.
Core service categories
Initial assessment to define scope and goals
Clear engagement terms and transparent pricing
Secure handling of documents and data
Timely delivery of reports and tax filings
Ongoing support and follow-up
Why a coordinated services approach matters
When accounting, bookkeeping, tax preparation, and software training operate in isolation, inefficiencies arise — duplicate work, inconsistent records, and missed opportunities for tax savings. Our coordinated approach ensures that each function supports the others: clean bookkeeping provides the foundation for accurate tax returns; tax planning informs cash flow and budgeting; QuickBooks training empowers staff to operate efficiently and provide timely data. By bundling services or coordinating them closely, we reduce errors and improve financial clarity.
Our accounting services include full-cycle accounting, financial statement preparation, account reconciliations, cash flow analysis, and management reporting. We work with business owners to set up an appropriate chart of accounts, implement internal controls, and create dashboards that help measure performance against your goals. Monthly, quarterly, or annual accounting packages are available depending on your needs.
Accounting Services
Why it matters:
Accurate accounting is essential for managing operations, securing financing, monitoring profitability, and meeting regulatory obligations. Business owners who understand their numbers can make better decisions and avoid surprises.
How we help:
- Clean up and reconcile accounts
- Prepare monthly/quarterly financial statements (balance sheet, income statement, cash flow)
- Provide variance analysis and actionable recommendations
- Assist with budgeting and forecast modeling
Bookkeeping is the daily and monthly maintenance of your financial records. Our bookkeeping services include recording transactions, reconciling bank and credit card statements, managing accounts payable and receivable, and preparing payroll summaries. We tailor bookkeeping packages by transaction volume and complexity.
Bookkeeping
Why it matters:
Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.Consistent bookkeeping keeps your records audit-ready, supports tax compliance, and provides timely management information — all critical for growth and credible financial reporting.
How we help:
- Regular transaction processing and reconciliations
- Accounts payable and receivable management
- Payroll coordination and reporting
- Periodic review and cleanup for accuracy
Tax preparation and planning are core strengths of our firm. We prepare federal and state returns for individuals, partnerships, S-corps, C-corps, and trusts/estates. Beyond filing, we provide tax planning to reduce liabilities and optimize cash flow, and we support audit correspondence when necessary.
Tax Preparation
Why it matters:
Tax filing is both a compliance requirement and an opportunity to preserve cash through legitimate deductions and planning strategies. Proper preparation reduces risk and positions clients for favorable outcomes.
How we help:
- Accurate preparation of federal and state tax returns
- Identification of tax-saving opportunities and credits
- Year-round tax planning and quarterly estimated tax guidance
- Audit support and representation
Software proficiency is critical for accurate recordkeeping. We offer hands-on QuickBooks training for QuickBooks Online and QuickBooks Desktop. Training sessions are customized — from beginner navigation to advanced workflows like job costing, inventory management, and month-end close procedures.
QuickBooks Training
Why it matters:
When your staff uses QuickBooks correctly, records are cleaner, reporting is faster, and your CPA can provide better advice. Training reduces errors and the time spent correcting them.
How we help:
- Setup and migration to QuickBooks Online or Desktop
- Customized training for your staff and processes
- Best-practice workflows for invoicing, bill payment, and reconciliations
- Ongoing support and refresher sessions
How we price and package services
We offer fixed monthly packages for bookkeeping, hourly or project-based pricing for accounting and training, and per-return pricing for tax preparation. For startups and growing businesses, bundled packages can provide predictable monthly costs and access to a consistent CPA resource.
Closing
Choosing a CPA is a decision that affects your financial compliance and peace of mind. With nearly twenty years of steady service, Gregory A Owens, CPA brings a combination of technical competence, local insight, and client-first service designed to support your financial health and business success.
How we work with clients
Discovery meeting: We evaluate current systems, pain points, and needs.
Proposal: We provide a clear scope, timeline, and cost estimate.
Onboarding: We gather documents, set up access, and initiate workflow.
Regular delivery: Monthly or quarterly deliverables with scheduled reviews.
Ongoing support: We remain available for questions and adjustments as your business changes.
Frequently Asked Questions (FAQs)
Q: Are your services available remotely?
A: Yes. We deliver services both in-person and remotely, using secure file transfer for sensitive documents and virtual meetings for reviews or training.
Q: How soon can you prepare a tax return?
A: Timing depends on complexity and documentation. For straightforward returns, we aim to complete filings promptly once all documents are provided.
Q: Do you assist with sales tax filings?
A: Yes, we can prepare and review state sales tax filings and advise on nexus and compliance matters.
Q: Can you help if I’m behind on bookkeeping?
A: Absolutely. We specialize in clean-up engagements to bring past periods current and implement processes to prevent recurrence.
To explore how our services can support you, call (864) 380-2427 or visit our office at 902 North Pleasantburg Drive, Greenville, SC 29615. We’ll discuss your situation and create a plan that fits your goals and budget.
Contact and next steps
Phone: (864) 380-2427
Office: 902 North Pleasantburg Drive, Greenville, SC 29615
Office hours: Monday–Friday, 9:00 AM–5:00 PM
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