What Gineris & Associates does

Gineris & Associates is a fourth-generation, family-owned accounting and advisory firm founded in 1945 and headquartered in Dyer, Indiana. It delivers cloud-based accounting, tax, business advisory, and financial planning services to privately-held US small businesses with fewer than 100 employees and under $100M in revenue, with a long tail of thousands of clients many of whom have been with the firm for 60-70+ years. The firm operates as a virtual practice, serving clients nationwide through Xero-powered bookkeeping, CCH Axcess tax preparation, a proprietary secure client portal, and an integrated stack including ADP Run, Bill.com, Dext, Hubdoc, Slack, and Zoom.

The core offering spans four service lines: Accounting Services (bookkeeping, payroll, sales tax, financial statements on a flat-fee monthly subscription), Tax Services (planning, preparation, filing, and IRS problem resolution for businesses, individuals, and estates/trusts starting at $750 per return), Financial Services delivered through the Gineris Wealth Management sub-brand (investment management, retirement planning, insurance), and Business Advisory (entity selection, M&A guidance, virtual CFO, and systems implementation). Pricing is flat-fee with bundled options designed for predictable monthly cash flow, and go-to-market combines a content-led blog and webinar funnel, free 30-minute consultations, the Xero Platinum Partner referral channel, and relationship-driven retention.

The firm holds Xero Platinum Partner status (1 of 100 out of 86,000 US accounting firms) and has approximately 200 years of combined staff expertise, with tax professionals averaging 20 years of experience as CPAs or Enrolled Agents. As a privately held, family-controlled business with no external funding, M&A activity, or disclosed revenue, growth is organic and capacity-constrained, focused on deepening wallet share via the wealth management sub-brand and refining the customer mix by restricting new individual tax intake to existing SMB or wealth clients.

Name

Gineris & Associates

Legal name

Gineris & Associates

Website

https://ginerisltd.com

Company type

Private

Founded year

1945

Operating status

Operating

Headcount range

11–50 employees

Short description

Gineris & Associates is a fourth-generation, family-owned US accounting firm founded in 1945 that delivers cloud-based accounting, tax, business advisory, and wealth management services to privately-held small businesses nationwide through a virtual practice anchored on the Xero Platinum Partner channel.

Ownership category

akta.pro rank

Product category

Accounting and Tax Services

NAICS

Finance and Insurance (52), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Small business accounting
• Tax preparation services
• Bookkeeping and payroll
• Business advisory consulting
• Wealth management services

Headquarters

HQ city

Dyer

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Accounting Services: Recurring bookkeeping, payroll processing, sales tax filing, and financial statement preparation. Charged via flat-fee pricing based on volume and complexity, providing consistent monthly cash flow.
2. Tax Services: Tax planning, preparation, filing, and IRS problem resolution for businesses, individuals, and estates/trusts. Includes proactive quarterly monitoring and year-round tax strategy.
3. Financial Advisory Services: Wealth management, retirement planning, investment management, and financial planning through Gineris Wealth Management division. Includes portfolio management, estate planning, and ongoing advisory services.
4. Business Advisory: Consulting services including business entity selection, mergers and acquisitions, virtual CFO services, financial analysis, and systems implementation.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Gineris & Associates is a fourth-generation family-owned virtual accounting firm providing bookkeeping, payroll, sales tax filing, financial statement preparation, and tax planning and preparation for US-based small businesses. It also delivers business advisory (entity selection, M&A, virtual CFO) and personal financial planning through its Gineris Wealth Management division. Services are delivered remotely via cloud-based Xero accounting software with integrated payroll, document automation, and secure client portal tools.

Product overview

Gineris & Associates operates as a virtual accounting and tax services firm offering a unified suite of financial services for small businesses and individuals. The core offerings center on four integrated service lines: Accounting Services (bookkeeping, payroll, sales tax, financial statements via Xero), Tax Services (preparation, planning, IRS resolution), Financial Services (wealth management, retirement, insurance through Gineris Wealth Management), and Business Advisory (consulting, virtual CFO, entity selection). The firm differentiates through cloud-based technology, with Xero as the primary accounting platform augmented by integrations including Dext, Hubdoc, ADP, Bill.com, and CCH Axcess for tax preparation. Services are delivered remotely with flat-fee pricing and include software onboarding as an add-on capability.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Small businesses using Xero partnered accountants have 85% success rate after five years (vs. 50% failure rate baseline), increasing chances of success by 70%

Named customers12 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• XerocoreTechnology or Integration · 1 January 2024Xero Platinum Partner status (1 of 100 out of 86,000 US accounting firms). Firm specializes in Xero cloud accounting software implementation, training, and ongoing services. Multiple staff members are Xero certified. Partnership drives significant referral business from Xero's small business customer base.
• ADPcoreTechnology or IntegrationADP Run payroll software integration for small business payroll processing. Firm offers ADP as preferred payroll solution with automatic tax filing capabilities.
• ZoomcoreTechnology or IntegrationPrimary video conferencing platform for client meetings and internal collaboration. Used for tax review meetings, consultations, and team meetings. Firm strongly recommends Zoom as preferred meeting method.
• CCH AxcesscoreTechnology or IntegrationTax preparation software used by firm staff for federal and state tax return preparation. Experience with CCH Axcess Tax (or ProSystem fx) is preferred qualification for tax accountant positions.
• Google SuitecoreTechnology or IntegrationCore productivity platform used throughout firm including Gmail, Google Drive, Google Docs/Sheets/Slides. Required for employees with high-speed internet and Windows 10.
• FINRA BrokerCheckminorOthersFinancial Industry Regulatory Authority verification service for financial advisors. Tim Shaw's credentials verified through FINRA BrokerCheck for investor confidence.

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Bench (by Employer.com): Tech-enabled bookkeeping and tax service for SMBs in the US and Canada, combining software with dedicated bookkeepers; competes head-to-head in the same SMB virtual-bookkeeping niche.
• Pilot.com: Online bookkeeping, tax, and CFO services for startups and SMBs with a software-plus-human delivery model; competes in the same SMB monthly-bookkeeping subscription category.
• Xendoo: Cloud-based bookkeeping, accounting, and tax services for US small businesses with monthly subscription pricing; comparable in delivery model and SMB target.
• 1-800Accountant: National virtual accounting and tax firm serving US small businesses and entrepreneurs with bundled monthly plans; closest direct comp on target customer and service mix.
• Collective (formerly Collective.com): Virtual CFO, accounting, and tax services for US small businesses, with bundled monthly subscriptions; directly comparable in service mix and SMB focus.
• Bookkeepers.com: Online bookkeeping and tax service targeting US small businesses with flat-fee pricing; directly comparable in customer segment, service mix, and subscription model.

Broad incumbents

• BDO USA: Large national accounting and advisory firm with a small-business practice; overlaps with Gineris on tax and advisory services, but serves a much broader client base including mid-market.
• KPMG Small Business Services: Big Four affiliate offering tax, accounting, and advisory to SMB clients; provides an incumbent scale alternative for Gineris' target segment without specializing in it.

Emerging players

• Botkeeper: AI-driven bookkeeping automation platform used by accounting firms and SMBs; comparable customer and use case, but with a software-first (rather than human-first) delivery model.

Regional players

• Anders CPAs + Advisors: Mid-size regional CPA and advisory firm providing accounting, tax, wealth management, and virtual CFO services to SMBs and individuals; comparable in service mix and SMB focus, but with a primarily Midwest/regional footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Gineris-Associates-Ltd-307145273154865
• Xx.com/GinerisLtd

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gineris & Associates