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Gregory Terrell & Company provides a wide range of services to individuals and organizations in a variety of industries. At Gregory Terrell & Company, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

We provide professional services in the following industries:

  • Education - School Districts, Public School Academies (Charter Schools), and Colleges and Universities
  • Businesses - Professional Service Organizations, Contruction, Food and Beverage, Real Estate and Manufacturing
  • Nonprofit Organizations - Voluntary, Health and Welfare Organizations, Housing Development Corporations, Membership Organizations and Religious Organizations.
  • Governments - State Government (Component Units), County Government, and Local Government (Cities and Libraries)

Our professional services include:

Accounting Services

From start-ups to established enterprises, organizations rely on accurate and insightful financial information in order to measure their level of success and to take advantage of new opportunities. Gregory Terrell & Company's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as selection of accounting software, initial accounting system setup, contract Chief Financial Officer (CFO) functions, budgeting and cash flow management.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Contract Chief Financial Officer (CFO) services

Assurance and Advisory Services

At Gregory Terrell & Company, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and controls, and working to produce strategies that help our clients face the myriad challenges of organizational planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Attestation examinations and reviews
  • Employee benefits, pension and profit-sharing plans
  • Financial projections and forecasts
  • Debt and finance advising
  • Mergers and acquisitions
  • Internal control reviews
  • Fraud examinations

Audits, Reviews, and Compilation

Gregory Terrell & Company's financial statement services comprise all three levels of assurance depending on your organization's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to ascertaining the validity and reliability of your information.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by an organization's management. They do not offer assurance but may involve some adjustment to accounting records.

Tax Management Services

At Gregory Terrell & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of tax law changes that affect you.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

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