loading
reading
writing
saving
searching
Need a CPA or Financial/Executive Advisor? We'll work with your budget (Boston)
license info:
3 Certified Public Accountants
offered in person
offered virtually
QR Code Link to This Post
We also offer financial services (including bookkeeping, tax prep, attestation, etc.) for individuals.
We proudly serve clients across Massachusetts, Rhode Island, Connecticut, and New York. If you prefer, we are happy to meet at your office or home anywhere in the region. Clients are also welcome to visit our beautiful Victorian-inspired location in Western Massachusetts (see pictures).
Our pricing models are HIGHLY competitive and tailored specifically to your budget. Our success is built on the happiness and genuine satisfaction of our clients.
We are currently staffed by:
- 3 Certified Public Accountants; the Head CPA has 35+ years of experience, is a former Senior Auditor at Ernst & Young, and a former Financial Analyst at The Coca-Cola Company
- 1 Former Dun & Bradstreet FP&A Analyst
- 2 Fractional CFOs
- 2 Data Scientists
- 2 Grant Specialists
- 2 Business Advisors
- 1 Construction Project Manager
A bit about me: I'm the Vice Chair of my town's Finance Committee; I received my education at Johns Hopkins and co-founded a Miami-based investment brokerage. I have 8+ years of financial, developmental, and operational leadership for both businesses and nonprofits.
I personally am working with a PCB manufacturer as a Fractional CFO, a mobile market as a P.T. Finance Director, an environmental research organization as a Grants Manager, and an international advisory firm as a contract Admin Assistant.
As a cool anecdote, that particular advisory firm has partnered on multiple projects with the United Nations Development Programme and UNICEF.
I also have experience as an Executive Director and a F.T. CFO.
My team and I have additionally worked (and still work) with:
*Social clubhouses
*AI/IT companies
*Specialty shops (e.g., a Persian rug store, woodworking LLC)
*Vineyards
*Synagogues
*Churches
*Laboratories
*Property managers
*Construction companies
*Media companies (e.g., an art magazine)
*Individual artists
*Small farms
and more over the years.
Whether you’re seeking a full package or focused support in one area, we make the process straightforward and stress-free.
Feel free to text or give me a call at (774) 397-3606.
We look forward to meeting you!