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SDB Accounting And Tax Services

bookkeeping for consulting firm boston

The agency focuses on accounting and is midsize.The agency was established in 1968. A $100 million software company needed an interim controller to stabilize operations and integrate an acquisition.

  • Marcum LLP’s Boston, MA Assurance Services division provides independent audit, attestation and transaction advisory services to both publicly traded and privately owned companies in a wide variety of industries.
  • We provide a full breadth of accounting, business, and financial services.
  • Every month we help founders navigate the most important transaction of their life.
  • For 10 years, the Certified Public Accountants at Dukhon Tax and Accounting has been providing clients throughout Boston with tax, accounting, and advisory services.
  • We welcome the opportunity to assist you in any financial, tax or business matters.
  • Over 18 years of Accounting and Finance experience in the Financial Services, Technology and Healthcare sectors.
  • We are one of only a few outsourced accounting firms that specialize in funded early-stage companies – we only offer financial and tax services to fast growing startups in the Seed, Series A, Series B and Series C stages.

Bookkeeping, Tax and Payroll under one roof for one discounted monthly rate that also includes hosting of your software, monthly reports, regular contact and business advice. We are a tech savvy firm dedicated to helping our clients anywhere in the country. Our financial restructuring practice supports companies in correcting financial and operational issues caused by significant disruptions to business dynamics. Our continuing mission is to serve you with the highest level of expertise and professionalism and to help you succeed in all your financial endeavors.

About Marcum LLP

At Savage, Weiner & Company, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. Navitance offers specialized financial services to a wide range of industries and organizations needing more than what their in-house resources can provide. Our virtual bookkeeping and financial services enable business leaders to focus on strategic issues and growing their company, rather than on routine financial matters. Whether yours is a start-up locally here in Boston, MA or a long-established company in Austin, TX, a nonprofit or a for-profit business in Seattle, WA, we support you and your business in reaching all your financial goals.

The Brighton Company LLC

Top tier VCs trust our clients’ books, and Kruze knows how to prepare startups’ financials for VC due diligence. Trying to juggle accounting and finance matters at the same time, withouth the proper support, can many times be impossible. In an time of diminished resources, Delta can provide your IOLTA program value added, strategic consulting services that can make a significant difference.

bookkeeping for consulting firm boston

Executive Financial Solutions LLC specializes in directing businesses through the process of a merger or acquisition. You can be confident that you’ll get the personal attention you need every step of the way. We assist clients in all phases of transactions, from initial planning and due diligence, through negotiations, to the final closing and post-closing matters. “Emily Mathews and Michelle are seriously the nicest people you’ll ever speak to when looking for tax advice! Highly recommend this company if you want professional services with great customer service.” – Karyn E. Downey & Company, an accounting company, is located in Braintree, Massachusetts. A $1 billion telecom company experienced rapid growth, resulting in disparate systems and an inefficient cost structure.

Judy Stanton, MBA, CPA

At Savage, Weiner & Company, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings. We use a team approach and focus on timely communication to provide our clients with excellent service. Tax partner and specialist involvement ensure that our clients receive the most experienced technical expertise we have to offer. The professionals on our team are happy to provide you with superior financial management resources. We offer fully customizable services that are designed to fit your changing business needs.

I personally can tell you, they’ve done a great job for our companies, including Our transfer pricing specialists can provide your business with consultations and studies to assist you with determining appropriate “arms’-length” pricing among related companies.

  • With Kruze on your side, your team will have the numbers – and advice – you need to survive due diligence with your valuation intact.
  • Linda has over 10 years of accounting experience, working in both the public and private sector.
  • And when you use us as your bookkeeper, we set up and keep up-to-date a due diligence folder so you can get that next round of fundraising.
  • Our virtual bookkeeping and financial services enable business leaders to focus on strategic issues and growing their company, rather than on routine financial matters.
  • WilliamsMarston is an accounting, tax and valuation advisory firm serving pre-IPO, public and private equity-backed companies managing rapid growth and transformation.
  • Whether you are a current or prospective client, rest assured that individuals and businesses who choose JCHANG CPA receive competent and timely advice.

Most recently, Jennifer served as Senior Manager, Patient Support Services, for a pharmaceutical company. Erin is a seasoned accounting professional with managerial experience and expertise in a wide range of accounting areas. She is skilled in QuickBooks, generally accepted accounting principles and enterprise resource planning software and excels in learning new general ledger systems quickly. Rhonda’s professional career career began after undergrad with a position in Boston serving as financial assistant for a non-profit adult education center. From there she spent 12+ years as an accountant / financial analyst for IBM’s Software Group; then onto a short term budget coordinator assignment with a Netherlands based software company. Andrew is a skilled accounting professional with more than seven years of professional experience.

Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.

List Of The Best Boston Accountants

We may monetize some of our links through affiliate advertising. At any moment, executives or team members may own public or private stock in any of the third party companies we mention.

We give them high praise for their thoughtful, complete, and reassuring approach to the anxiety-ridden process of tax preparation.” – Charles R. Located in Boston, Massachusetts, the agency was launched in 1941. Miller Wachman is an accounting company located in Boston, Massachusetts and Worcester, Massachusetts.

Treeful Damaso Aniceto, Inc. is a full-service accounting firm that offers top-notch financial, tax, and accounting solutions to businesses and individuals across the Needham area. Treeful Damaso Aniceto, Inc. is a member of the American Institute of Certified Public Accountants. Z&Z Accounting Services L.L.C. is a full-service accounting firm that provides viable financial solutions for individuals and businesses across the Boston metro. Previous clients commend Z&Z Accounting Services, L.L.C. for its patient, professional, and efficient staff. AGS Tax Group provides bookkeeping services to clients in the Boston metropolitan area. It handles all aspects of bookkeeping and accounting on behalf of small to mid-sized businesses, including payroll, cash flow management, tax planning and preparation, and audits.

Compilations also require us to acquire an understanding of the client’s industry and to obtain specific knowledge about the client. Additionally, we read the financial statements and ensure they are free from obvious material errors.

Paul has 25 years of experience supporting high-tech, manufacturing, consumer electronics, and professional service companies. He has developed diverse business experience dealing with companies from early stage to over $1 billion in revenues, through his progressively responsible financial management roles. Pace Consulting is a bookkeeping specialist that provides personalized financial strategies for small to medium-sized businesses in the Beverly area.

The Best Funded Startups Trust Kruze

The measure of an accounting firm is in quality of service and deliverable provided. We hold bookkeeping services boston ourselves to meeting client expectations and take pride in exceeding those expectations.

Bookkeeping agencies and bookkeepers who work as independent contractors should have professional liability insurance. This type of insurance protects a bookkeeper from the type of risks that aren’t covered by general commercial liability policies. These risks include lawsuits over any type of loss a client incurs over bookkeeping errors.

Wald & Company

More than that, we’ll identify your “typical” stresses and help make them go away. Tenure and Tenacity Deep and diverse experience enables our team to deliver transformative financial solutions to achieve your goals.

bookkeeping for consulting firm boston

Whether you are a current or prospective client, rest assured that individuals and businesses who choose JCHANG CPA receive competent and timely advice. We have used their services for a few years now, even though we’ve moved to another state, and are totally satisfied. They are knowledgeable, courteous, and thorough in their customer service.

We promote the continuous improvement of our teammates, our clients, and our firm. Kruze’s calculator tells you how much it will cost to prepare your startup’s tax return. Business valuations enable you to accurately determine the value of a business and its components. Improve finance operations by focusing on operational effectiveness, financial analytics as well as budgeting and forecasting. If you have not considered what will happen to your hard earned assets as you age and eventually pass on you should.

Technology makes us more efficient, saving our clients money and letting us offer higher value services like FP&A modeling, 409A valuation and venture debt consulting. Alan is uniquely qualified to represent you before all forms of government, i.e. the IRS, MDOR and several other states, SOC, cities and towns regarding personal property tax returns, etc. At Savage, Weiner & Company, our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation. Reviews are usually performed to satisfy third parties that want to be assured that the financial statements are not materially misstated. They provide a lesser degree of assurance to financial statement users than an audit.

Also, unlike an audit, there is no expression of an opinion on the financial statements, testing of controls or financial data. Reviews essentially consist of inquiries of company personnel and analytical procedures applied to financial data. Audits are usually performed because an outside third party requires an auditor’s opinion on the financial statements. We aid businesses with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.

For over 15 years, Appletree has provided exceptional accounting services and business advice. Knowing that I don’t have to think about taxes and compliance allows me to concentrate on running the business. Interim CFO Solutions benefit you with an outsourced CFO and allow you take advantage of our years of insight and expertise without the cost of a full-time CFO.

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