Accounting, auditing and tax services are the reason for our existence. We learn to understand our clients’ needs, develop a relationship with them, and help them run their businesses by becoming an integral part of the financial team. Naturally, tax-minimizing strategies are an important part of our functions.

As the biographical data reflects, our credentials and experience bring the scope of our services beyond the norm. Our services do not end with the completion of financial statements and tax returns, but are ongoing. Our clients depend on us for general business advice on many facets of their business. Our intimate knowledge and involvement with the businesses, as well as really caring, does differentiate our firm. We take pride and derive much satisfaction from our clients’ success.

Our services include:

Accounting & auditing

Tax planning & preparation

Business valuations

Management advisory services

Cash flow projections

Forecasting & budgeting

Financial & business planning

Systems analysis

Internal accounting controls

Chief Financial Officer services

Payroll services


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111 State Street • Boston, Massachusetts 02109-2905 Telephone: (617) 367-3250 • Fax: (617) 367-2511
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