Audit firm for companies in Boston, MA
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Exemplar Companies, PBC
● OpenExemplar Companies, PBC is a professional knowledge firm located at 10 Post Office Square in Boston, Massachusetts, United States. Our mission is to empower game-changers, revolutionaries, and impact businesses through a holistic approach that integrates services across law, tax, capital, strategy, compliance, and wealth management. At Exemplar, we believe that relationships and caring change outcomes. Our focus goes beyond providing professional services - it's about building a community and making a difference. With over two decades of experience, we have fostered communities that benefit the clients we serve and will continue to build in the future.
10 Post Office Square 8th floor, Boston, MA 02109, United States -
Novogradac & Company LLP
● OpenNovogradac & Company LLP is a leading accounting and finance firm located at 211 Congress Street in Boston, Massachusetts. With a strong reputation for providing high-quality services to clients in the United States, the institution offers a wide range of financial and accounting services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their goals. Whether you need assistance with tax planning, auditing, or financial consulting, Novogradac & Company LLP is committed to providing expert guidance and support.
211 Congress St Suite 710, Boston, MA 02110, United States -
Sandler & Company
● OpenWelcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.
50 Cabot Street, Needham, Massachusetts 02494, United States -
RA Capital Management
● OpenRA Capital Management is a finance institution located at 200 Berkeley Street in Boston, Massachusetts, United States. We specialize in evidence-based investing in public and private healthcare and life science companies, focusing on drugs, medical devices, diagnostics, services, and research tools. Our TechAtlas division serves as an internal think tank, analyzing scientific and clinical data to inform our investment decisions. Our team at RA Capital Management is comprised of individuals with diverse backgrounds and perspectives, who are persistently curious and dedicated to improving the lives of patients. We work closely with companies to bring innovative ideas from the lab to the clinic, with the goal of making a positive impact on healthcare.
200 Berkeley St 18th floor, Boston, MA 02116, United States -
Ventus Advisors
● OpenVentus Advisors is a Boston-based management consulting firm located at 14 Barnesdale Road, Natick, Massachusetts. Our dedicated team of experts helps businesses secure investor capital to achieve sustainable profitability through financial modeling, data analysis, market research, and strategic advisory services. We work closely with innovative startups and emerging growth companies to develop customized solutions that create long-term value for all stakeholders. Our partners, Nick and Christian, bring extensive experience in financial analysis, economics, market strategy, and landscape assessment. With a focus on industry research, product development, inventory management, data analytics, and commercial strategy, Ventus Advisors is committed to helping businesses thrive in today's competitive market. Contact us today to learn more about how we can help your business succeed.
14 Barnesdale Rd, Natick, MA 01760, United States -
Forward Financial Services, Inc
● OpenForward Financial Services, Inc. is a leading finance institution located at 645 Chandler Street, Worcester, Massachusetts, United States. At Forward Financial Services, we believe in empowering our clients to take control of their financial futures. Our dedicated team is committed to helping clients elevate their wealth, maximize their potential, and become the managers of their own financial destinies. As a comprehensive financial planning, wealth management, and advisory firm, Forward Financial Services offers a unique planning process designed to help clients create, accumulate, and preserve their wealth and lifestyle. Our personalized service and expertise set us apart, ensuring that our clients achieve long-term financial success.
645 Chandler St, Worcester, MA 01602, United States -
Nutter McClennen & Fish LLP
● OpenNutter McClennen & Fish LLP is a dynamic, Boston-based law firm with a national practice, located at 1471 Iyannough Road, Barnstable, Massachusetts, United States. We specialize in serving life sciences clients in the U.S., U.K., Denmark, Germany, China, Italy, Austria, and France, with a focus on bet-the-company litigation cases, M&A transactions, and commercial property acquisitions. Our commitment to equality and justice is reflected in our Mansfield Rule Certification from Diversity Lab and our support of organizations fighting for equal access to justice. With a personalized approach that puts our clients' interests first, we strive to provide excellent results and meaningful solutions through good conversations and a culture of excellence."
1471 Iyannough Rd UNIT 1, Hyannis, MA 02601, United States -
Bookmindr | CPAs
● OpenBookmindr | CPAs is a premier accounting and finance institution located at 137 Englewood Avenue in Boston, Massachusetts, United States. We offer a comprehensive range of accounting services, from initial setup to ongoing bookkeeping, payment reconciliation, inventory tracking, invoicing, and payroll. Our team of accounting and financial experts, including CPA, CFA, and Enrolled Agent designations, have years of experience and are committed to providing personalized attention to our clients. In addition to basic accounting services, we specialize in tax preparation, compliance, and tax planning. We work closely with medical, dental, and professional services companies, providing industry-specific reports, Key Performance Indicators (KPIs), and budgeting services to help our clients make informed financial decisions.
137 Englewood Ave, Boston, MA 02135, United States -
Highland Peak Wealth
● OpenHighland Peak Wealth is a prestigious financial institution located at 101 Federal Street in Boston, Massachusetts. As a fee-only, independent financial advisory firm, we specialize in providing comprehensive wealth management and financial planning services for High Net Worth Individuals, Families, and Institutions. Our dedication to eliminating conflicts of interest sets us apart, as we are not tied to any specific bank, brokerage, or insurance company for product distribution. This allows us to offer tailored solutions that best suit our clients' needs. Stay updated with the latest news and insights from Highland Peak Wealth, where our experienced professionals navigate the ever-changing market landscape with expertise. Contact us today to secure your financial future and embark on a successful journey towards your financial goals.
101 Federal St, Boston, MA 02110, United States -
GW&K Investment Management
● OpenGW&K Investment Management is a finance institution located at 222 Berkeley Street in Boston, Massachusetts, United States. With over fifty years of experience, GW&K is dedicated to building long-lasting client relationships based on trust. The institution has been recognized for its exceptional work culture, being honored in the Pensions & Investments Best Places to Work in Money Management Awards 2023. GW&K's Founder-Chairman and Chief Investment Officer, Harold G. Kotler, provides economic commentary in the Quarterly Investment Review. The firm's investment strategy involves in-depth fundamental research to identify well-managed, quality companies that are resilient. By focusing on market inefficiencies, GW&K seeks out undervalued, underappreciated, or under-researched growth companies.
222 Berkeley St #15, Boston, MA 02116, United States -
Flagship Harbor Advisors
● OpenFlagship Harbor Advisors is a finance institution located at 346 Commercial Street in Boston, Massachusetts. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our advisors are here to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Flagship Harbor Advisors is committed to helping you secure a stable financial future.
346 Commercial Street, Boston, MA 02109, United States -
Cherry Bekaert
● OpenCherry Bekaert is a renowned CPA firm located in Boston, Massachusetts, offering a wide range of accounting and finance services. Specializing in risk management consulting for the financial services industry, our team of experts can guide your middle market company through digital transformation and the loan forgiveness documentation process. With a legacy dating back to 1947, we are among the largest accounting firms in the country, serving clients from multinational corporations to startups and individuals. Our commitment to excellence has earned us recognition as one of America's Best Tax and Accounting Firms by Forbes. Our personalized approach, value-based fee structure, and industry-leading practices set us apart from other CPA firms. Contact us today to learn how we can help propel your business forward with innovative solutions tailored to your specific needs.
131 Dartmouth St, Boston, MA 02116, United States -
Satran & Associates
● OpenSatran & Associates is a well-established law firm located at 282 Edgartown-Vineyard Haven Road in Edgartown, Massachusetts. Our firm was founded in 1974 in Boston and has since expanded to have offices in Orleans, Nantucket, and Boston. We specialize in a variety of areas including Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law, and Business Succession Planning. Our success is attributed to the dedication and expertise of our legal and support staff who work together to achieve the best outcomes for our clients. We provide a pleasant working environment that encourages collaboration and communication, leading to the growth of our client base.
282 Edgartown-Vineyard Haven Rd, Edgartown, MA 02539, United States -
Smart Family Trusts
● OpenSmart Family Trusts is a premier Massachusetts estate planning law firm with offices in Boston, Gloucester, and Plymouth. Our experienced attorneys provide trustworthy advice and excellent value to help you achieve your estate planning goals. We are dedicated to being a lifetime advisor to you and your family, offering guidance through life, business, and financial decisions. Our Managing Partner, Troy Sullivan, has over 20 years of legal experience and is known for his expertise in estate planning and probate administration. He is committed to serving clients in the Greater Boston Area, South Shore, Cape Cod & Islands, and all of the North Shore and Essex County.
46 Middle St, Gloucester, MA 01930, United States -
David Marshall Datz, PC
● OpenDavid Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.
167 Commercial St, Provincetown, MA 02657, United States -
Satran & Associates
● OpenSatran & Associates is a well-established law firm located at 4 Main Street in Orleans, Massachusetts. Since its founding in 1974, the firm has experienced significant growth and now has satellite offices in Edgartown, Nantucket, and Boston. Specializing in areas such as Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law, and Business Succession Planning, the firm is dedicated to meeting the specific needs of its clients. The success of Satran & Associates can be attributed to the dedication, hard work, and experience of both the legal and support staff. The firm prides itself on creating a pleasant working environment that fosters constant interaction among staff members, ultimately benefiting their clients. With a diverse clientele that includes public corporations, commercial banks, individual clients, and small business corporations, Satran & Associates is able to handle a wide range of legal matters.
4 Main St, Orleans, MA 02653, United States -
David Marshall Datz, PC
● OpenDavid Marshall Datz, PC is a premier law firm located at 179 Massachusetts 6A, Orleans, Massachusetts, United States. Specializing in Real Estate Law and Estate Planning, the firm recognizes the importance of including digital assets in estate plans in today's technology-driven world. With a focus on ensuring that your digital assets are accounted for and passed on to your loved ones, the firm provides guidance on navigating the complexities of the real estate market in Massachusetts. The addition of Michael Clancy and Ryan Cunningham to the firm's Real Estate Practice in Boston further strengthens their expertise in the field. Whether you are looking to create a basic estate plan or delve into more advanced estate planning, the experienced attorneys at David Marshall Datz, PC are here to help. From setting up a revocable living trust to drafting a Durable Power of Attorney, the firm offers comprehensive services to protect your assets and ensure your wishes are carried out.
179 MA-6A, Orleans, MA 02653, United States -
Thorn Law Group
● OpenThorn Law Group is a prestigious institution located at 10 Post Office Square in Boston, Massachusetts, United States. Specializing in accounting, finance, and legal services, our firm has a proven track record of representing artists, galleries, professional athletes, sports teams, entertainment professionals, real estate investors, and property owners in Boston and around the world. Our dedicated team of legal professionals offers expert tax advice and representation for individuals and businesses facing complex national and international tax law matters. With over 80 years of combined experience, our lawyers have a deep understanding of IRS operations and federal court procedures, allowing us to develop innovative strategies to resolve tax disputes efficiently and effectively.
10 Post Office Square 8th floor, Boston, MA 02109, United States -
Inspectel & Associates LLC
● OpenInspectel & Associates LLC is a professional finance institution located at 60 State Street in Boston, Massachusetts. Specializing in the intersection of tax law, media, and technology, our firm provides expert counsel, proprietary technology, and professional representation to a wide range of clients, from Fortune 500 companies to R&D-stage ventures. We focus on securing technology tax credits and incentives, as well as recovering improperly assessed taxes and fees from Federal, State, and Local revenue authorities. Our team untangles the complexities of tax laws at all levels, ensuring that our clients are accurately assessed and have access to under-utilized tax credit opportunities. We also publish Tax Briefs and Peer-reviewed Research on critical tax and financial matters, providing valuable information to financial executives, tax counsel, regulators, and service corporations.
60 State St #700, Boston, MA 02109, United States -
Law Offices of Bruce A. Weinstein
● OpenThe Law Offices of Bruce A. Weinstein is a reputable legal institution located at 1774 Centre Street in Boston, Massachusetts. Led by experienced attorney Bruce A. Weinstein, the firm provides expert legal services in various areas of law including personal injury, criminal defense, family law, and more. With a commitment to providing personalized and dedicated representation to each client, the Law Offices of Bruce A. Weinstein is known for its professionalism, integrity, and successful track record. Whether you are facing a legal dispute or need assistance navigating the complex legal system, the team at this esteemed law firm is here to help.
1774 Centre St, West Roxbury, MA 02132, United States -
Regan Associates, Chartered
● OpenRegan Associates, Chartered is a reputable financial consulting firm located at 45 School Street in Boston, Massachusetts, United States. With a team of experienced and knowledgeable professionals, they provide expert financial advice and strategic planning services to individuals, businesses, and organizations. Their commitment to excellence and personalized approach sets them apart in the industry, ensuring that clients receive tailored solutions to meet their specific needs and goals. Whether you are looking for assistance with investments, retirement planning, tax strategies, or estate planning, Regan Associates, Chartered is dedicated to helping you achieve financial success.
Third Floor, 45 School St #3rd, Boston, MA 02108, United States -
Thomas E Sears Inc
● OpenThomas E. Sears Inc is a Boston-based insurance and reinsurance brokerage firm located at 175 Federal Street in Boston, Massachusetts, United States. As a fourth generation family business, we specialize in providing property and casualty insurance and reinsurance services. Our prompt service, technical proficiency, and marketing flexibility set us apart from larger competitors in the industry. Over the years, we have earned respect in the U.S., London, and Continental markets for our custom insurance solutions tailored to meet the unique needs of our clients. We are dedicated to working tirelessly to provide high-quality insurance and reinsurance coverage, with a focus on high-risk industries such as food manufacturing, aviation, chemical, and heavy equipment. Our expertise extends to all industries, and we are committed to delivering the best possible solutions for our clients.
175 Federal St #1200, Boston, MA 02110, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Ernst & Young
● OpenWelcome to Ernst & Young (EY) Boston, located at 200 Clarendon Street in the heart of Massachusetts. As a leading firm in accounting and finance, EY is dedicated to asking the better questions that unlock new answers to the working world's most complex issues. Our mission is to build a better working world by helping our clients create long-term value for all stakeholders. At EY, we are driven by data and technology, providing trust through assurance and enabling transformation, growth, and operational excellence for our clients. Our expertise spans strategy, transaction, and transformation consulting, bringing together extraordinary people to reframe the future of industries.
200 Clarendon Street, Boston, Massachusetts 02116, United States -
Grant Thornton
● OpenWelcome to Grant Thornton, your trusted partner in accounting and finance, located at 75 State Street, Boston, Massachusetts. As a distinguished brand, Grant Thornton encompasses both Grant Thornton LLP and Grant Thornton Advisors LLC, along with their subsidiary entities, to deliver exceptional professional services. Operating under an alternative practice structure, we adhere to the highest standards set by the AICPA Code of Professional Conduct and applicable laws and regulations. Grant Thornton LLP, a licensed independent CPA firm, specializes in providing attest services, ensuring accuracy and compliance for your financial statements. Meanwhile, Grant Thornton Advisors LLC and its subsidiaries offer comprehensive tax and business consulting services, tailored to meet the unique needs of our clients. Please note that Grant Thornton Advisors LLC and its subsidiaries are not licensed CPA firms.
75 State Street, Boston, Massachusetts 02109, United States -
Downey & Co
● OpenWelcome to Downey & Company, LLP Located at 222 Forbes Road, Braintree, Massachusetts, Downey & Company, LLP is your trusted partner in accounting and finance services. As an independent Certified Public Accounting firm nestled near the vibrant city of Boston, we have been proudly serving our community since 1984. Our mission is to deliver timely, cost-effective, and comprehensive CPA services tailored to the unique needs of closely held middle market companies and small SEC registrants.
222 Forbes Road, Braintree, Massachusetts 02184, United States
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