GMS Surgent CPA
Strategic Planning

We believe a company's most important resource is the people who apply their knowledge, skills, and abilities to achieve individual and collective success, and the leaders who create an enabling environment for that success. GMS Surgent Strategic Planning Services helps create positive change in the leaders of your organization. We can help you develop new ways to attack old and emerging challenges in today's volatile and complex business environment through:


  • Conflict resolution
  • Board development

Strategic Planning

  • Vision, mission, values
  • Goals, strategies, actions
  • Strategy development
  • Scenario planning
  • Implementation approaches

Interim CFO Services

  • Financial statement preparation
  • Payroll tax filings
  • Executive management account reports
  • Bank and account reconciliations
  • Adjusting entries, depreciation schedules, and loan amortization
  • Financial management consulting
  • Interviewing and employee placement
  • Development of internal controls 

For more information, please contact:

Brian Gallagher, MT, CPA
Managing Member
Direct Dial: 484.395.2201