What We Do
From strategy and operations, we have the tools and resources to help better understand and manage your day-to-day and long-term finances. Some of our financial services include:
Our most basic service, our Outsourced Accounting services include straightforward monthly bookkeeping, transaction classification, bank reconciliations, and standard financial reports (such as a balance sheet, statement of profit and loss, and so forth) to help you see how your business performed and where it stands.
For clients subscribing to monthly services, engagements include the preparation of relevant annual federal corporate tax returns or schedules.
Our consultative and additional outsourced accounting services include the following:
Financial Statement Consultation:
Each month, we meet to discuss the compiled financial statements, address any strategic items and make adjustments as needed. Our consultative services also include the preparation and dissemination of a customized Outsourced CFO Dashboard with key metrics that are used by management.
Outsourced Compliance Services:
We offer comprehensive tax services as well as any compliance-related filings that may be required by a business on an ongoing basis.
General Consultative Services:
Additionally, we provide a range of CPA services, billed hourly as an a-la-carte option to help keep costs down and production up.
Corporate Tax:
All of our monthly subscription-based corporate accounting services include the relevant federal tax returns or schedules as appropriate. In addition, we are qualified to prepare state income tax, state franchise tax, state sales tax, and federal and state payroll tax returns as needed.
Individual Tax:
Our staff is equipped to prepare federal and state individual income tax returns for those individuals who are connected to the businesses we serve, including principals and employees.
Our firm does not accept individual tax returns as standalone engagements; all individual tax returns must be connected to a corporate engagement.
About Our President & Founding Member
Trey is President and CEO of Marshall D. Gunn, III CPA Firm, PLLC and Trey Gunn Enterprises, Inc. He is a former Partner and Director at GunnChamberlain, P.L. CPAs, having served the firm for thirteen years. He provides outsourced accounting, CFO, and tax services to businesses and individuals.
A graduate of the University of North Florida, Trey holds Bachelor’s degrees in Accounting and Financial Services as well as a Master’s degree in Accountancy. He has been involved in a number of speaking engagements on topics including personal financial planning, small business accounting, and firm management for the Florida Institute of CPAs. He also provides outsourced blogging services for companies requiring expert content in the areas of accounting, finance, and technology.
Originally from Jacksonville, Florida, Trey, his wife Mimi, and their son Ford reside in Gulf Breeze, Florida.
Board Treasurer
JAX United · Ponte Vedra Beach, Florida
June 2020 – Present
Board Treasurer
TheSend
September 2020 – Present
Production Volunteer, Keyboardist
Jesus Culture Sacramento · Folsom, California
December 2016 – Present
Production Volunteer, Keyboardist
Redeemer Church · Ponte Vedra Beach, Florida
October 2011 – Present
Member, Board of Directors
Westminster Communities of Florida
February 2016 – May 2019
Council Member, Continuing Care Advisory Council
Florida Office of Insurance Regulation
February 2015 – August 2017
(Appointed by Florida Governor Rick Scott)
Council Member, Coggin College of Business, Business Advisory Council
University of North Florida
January 2015 – April 2017
Board Member, First Coast Chapter Board of Directors
The Risk Management Association
August 2014 – September 2016
Board Member, Investment Policy Committee
Florida Institute of CPAs (FICPA)
July 2015 – December 2018
Member, Board of Directors
Florida CPA/PAC North
May 2014 – December 2018