GSW Financial Partners

Our Mission and Core Values

At GSW Financial Partners, we were founded on the philosophy that our clients' success is our success. Our mission is to provide attentive and value-oriented bookkeeping and accounting services to small and mid-size business owners, with a strong commitment to ethics and integrity. This allows business owners to free up their time and focus on building their business. We take care of the details in managing their books so they can concentrate on improving their products and services.

Core Values

• INTEGRITY: We work for clients who share our ethical standards and we retain a high level of confidence and trust through our commitment to honesty and integrity.
• EXCELLENCE: We seek highly qualified and knowledgeable partners to service your bookkeeping and accounting needs.
• EFFICIENCY: We establish bookkeeping processes that help you operate more efficiently, involving appraisal on how your business is performing.
• SERVICE: We consistently meet and often exceed our client's expectations with a professional and yet personal approach to client service designed to help business owners achieve their goals.
• VALUE: We create high value for our clients at a reasonable price by following through on our core values of integrity, excellence, efficiency, and service.

Who We Are

GSW Financial Partners was founded by Gabriella Sande Waterman. She had a vision to create a firm that would help small and mid-size businesses thrive in today's challenging and competitive business climate. Gabriella's specialty is creating efficient bookkeeping and accounting processes. Gabriella grew up with her entrepreneur parents, who ran manufacturing and retail businesses. She helped her family by reconciling the cash received against the daily sales transactions, helping out with general office work, and assisting with customer sales and service. Gabriella earned Associates degrees in Accounting and Computer Applications from Heald College in San Francisco, CA. She honed her bookkeeping skills working in many industries, including legal, consulting, and insurance firms.

Our Team

GSW Financial Partners provides high-value bookkeeping services at an affordable cost comparable to services available in a CPA or business management firm. In order to serve a wide variety of industries, we have a number of highly qualified bookkeepers on staff. Our intensive interview process of testing and vetting the bookkeepers we chose to serve your needs allows us to match the right professional with the skills and experience required to help your business. We develop a seamless relationship with your CPA or outside business advisors. If desired, we can provide you with a referral to a qualified CPA, business management, or financial professional that can assist you with tax planning and tax return preparation or assist with financial planning for your family or business. We always look out for your best interests!

What We Do

At GSW Financial Partners, we understand that your books contain valuable information to help you run your business. However, as a business owner, you have more important things to do than to stress about your books. Our services include basic bookkeeping such as bank, merchant account, and credit card reconciliations as well as recording payments, deposits, and expenses. We manage your invoicing and bill paying. We customize your payroll process to make it smooth and convenient. Whether you're starting out in business and need to set things up correctly, or you're wrestling with finding the time to do routine bookkeeping while staying on top of other critical business matters, we're here to help.