2021

Top Accounting Services in Boston - 2021

LAST UPDATED 6 Dec, 2021
21 Firms
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List of the Top Accounting Services in Boston

Botkeeper was founded by a team of entrePreneurs who suffered the same bookkeeping challenges experienced by most small and midsize businesses. Software bots are excellent at automating data entry accurately, 24/7, and they’re also great at following rules and accounting policies consistently and Precisely, as well as visually rendering unlimited reports, dashboards, and charts.

Service Focus
1%
23%
21%
21%
15%
19%

Tax planning, cash flow management, financing, succession planning — these are all important topics that you’ll be weighing in on regularly, and they’re all factors that are much easier to work with when you have the right CPA by your side. CPA is the only choice for your tax and accounting needs because they’re more than just a service Provider.

Service Focus
26%
19%
10%
9%
16%
20%

Greg O’Brien, CPA, PC is located in Boston, MA and Provides expert solutions in accounting, tax, and business advisory. The goal of the firm is to simplify your life by taking the technical talk out of accounting and tax and showing you bottom-line results. They can create a custom accounting, document management, and storage solution to fit your business.

Service Focus
33%
5%
34%
8%
1%
18%

Dukhon Tax has been serving Greater Boston since 2011 and delivering expertise to its business and individual clients. They are Certified Public Accountants, more than just number-crunchers, they are advisers and year-round consultants. Their teamludes tax attorneys and other legal Professionals. They want to Protect your most important resources: Time and Money.

Service Focus
31%
10%
3%
14%
22%
21%

This company is committed to Providing close, personal attention to its clients. They take Pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. They view every client relationship like a partnership and truly believe that their success is a result of your success.

Service Focus
17%
21%
13%
9%
16%
23%

This company is a full-service accounting firm conveniently located in Boston, Massachusetts. They Provide tax Preparation, tax planning, bookkeeping, payroll, and other business services. Z&Z Accounting Services clientslude small businesses and individuals. This firm is dedicated to Providing solutions for the benefit of its clients and excellent customer services.

Service Focus
23%
18%
16%
20%
4%
20%

This accounting firm is here to help you and your business. From any accounting needs, you might have to tax planning for your uPComing goals and dreams. Their accountants are board-certified and stay current with continuous certifications and seminars to ensure they are up-to-date on all of the newest information, laws, regulations, and techniques in our field.

Service Focus
0%
7%
20%
28%
26%
19%

Jackman Professional Accounting is an accounting and financial services firm serving, businesses, families, and individuals across the United States. With offices in Boston and Hyannis, Massachusetts, they are dedicated to the success of their clients and take extreme pleasure in working with and for you to guide you to financial success.

Service Focus
28%
9%
0%
22%
30%
11%

Bob Lightbody has more than 20 years of experience researching, developing and implementing administrative and financial systems. Lightbody Accounting Services was established to respond to the issues facing small business owners. They have the expertise to address common challenges and help entrePreneurs figure out how to maximize Profits.

Service Focus
9%
26%
17%
3%
19%
26%

e Tax Professional is a Tax, Financial and Accounting company founded by William Salinas, Accountant and Registered Tax Preparer with years of experience in Tax advisory to plan ahead and Financial analysis services for your business. They specialize in the Preparation ofome Tax Returns for both Individuals and Corporations.

Service Focus
4%
17%
26%
9%
26%
19%

Prime Financial Business Services is a highly skilled Boston accounting, bookkeeping and payroll firm offering innovative accounting services solutions for small and medium-size business owners. Their mission is to help business owners manage and grow their business. Their staff of Professionals is ready to handle any accounting, bookkeeping, tax, and payroll issue your company may face.

Service Focus
6%
24%
8%
24%
18%
19%

SK Financial is a boutique firm founded in 2001, in Worcester, Massachusetts. The Primary mission is to Provide financial Products and services that meet the needs of individuals, small businesses, corporations, and institutions. They now serve the greater New England area and beyond through their online service options.

Service Focus
22%
7%
26%
0%
22%
23%

With a strong Professional team of seasoned accountants, they serve small to mid-sized businesses that need better financial strategies. They are offering a full suite of accounting services, from tax return Preparation, bookkeeping, and payroll, accounting software setup, and records management. They are also offering CFO services, cloud-based accounting, cash flow forecasting, and much more.

Service Focus
18%
24%
21%
13%
3%
20%

UHY Certified Public Accountants LLP is a licensed independent CPA firm that performs attest services in an alternative Practice structure with UHY Advisors and its subsidiary entities. UHY Advisors Provides tax and business consulting services through wholly-owned subsidiary entities that operate under the name of UHY Advisors.

Service Focus
12%
7%
24%
23%
16%
18%

Savage, Weiner & Company was founded in 1928 by Haskell J. Weiner. The firm has performed auditing, review, and compilation services; Prepared forecasted and Projected financial statements; designed, implemented and monitored financial control systems for start-up and ongoing computerized bookkeeping; served as bookkeeper and/or controller, as tax, business, and financial planner.

Service Focus
9%
16%
15%
19%
23%
18%

Kiley & O’Toole Insurance is a family-operated independent insurance agency with more than 30 years of valuable local insurance knowledge and experience. They are independent insurance agents who rePresent multiple insurance companies of the best kind, and therefore they can offer you the real value you can only get when you compare Prices from many different insurance companies.

Service Focus
23%
8%
20%
5%
25%
18%

Business Setups & Mess-ups. Bookkeeping & Accounting, Human Resources, Project Work, and Unrestricted rights to rePresent all taxpayers before the IRS. They are accepting clients in all states as well as foreign taxpayers needing rePresentation in U.S. tax matters. They understand that in order to be successful, it needs to get done with consistent quality.

Service Focus
9%
16%
25%
1%
22%
26%

Edelstein & Company LLP is a certified public accountant based in downtown Boston, MA. Edelstein is Providing a vast array of Professional services to distinct industry niches. Their mission is to exceed client expectations through expertise, innovation, and teamwork. They are dedicated to Providing their employees with rewarding careers and personal fulfillment.

Service Focus
14%
20%
16%
17%
20%
13%

This company is Providing outstanding solutions that blend extensive experience with Practical advice. They develop actionable strategic plans with a focus on directing limited resources to achieve outstanding results. They facilitate financial solutions during all phases of a business’ life cycleluding start-up, expansion and growth, and business succession.

Service Focus
30%
27%
17%
4%
15%
8%

Tristan CPA Boston is an outsourced accounting company run by experienced financial Professionals. This means that you get the benefits of big firm expertise with the flexibility, focus and personalized results you need to grow your small business. Their mission is to create long-lasting partnerships that benefit from mutual success.

Service Focus
36%
30%
4%
16%
0%
14%

Dean T. Carson II, C.P.A. is available to Provide full-scope CPA Services for accounting, taxes, and audits as relevant to your needs. Their Practice is about adding value and meeting diverse needs on client services. They are also Providing management advisory services and Virtual CFO / Controller Support for Financial Services and Small Business Entities.

Service Focus
28%
0%
11%
19%
25%
17%

Expert Answers To Common Questions:

  1. What are important qualities in selecting accounting services?
  2. Do I need a CPA firm?
  3. What accounting software do firms use?
  4. What questions should I ask my accountant?
  5. Can accounting services improve my profitability?
  6. Can accountants represent you in the instance of a Tax Audit?
  7. What are accounting firm fees ?
  8. How do accounting firms interact with clients?
  9. What services do accounting firms offer?
What are important qualities in selecting accounting services?

Accounting is a delicate work and thus you need to ensure you do your homework before you hire someone to handle sensitive financial data. Before you hire an accountant or accounting firm, ensure the company has well qualified staff; these should be CPA’s or CMA’s depending on your needs (CMA’s are Certified Management Accountants)

Ensure your Accountants are experienced in the industry you are seeking assistance in eg taxation, financial analysis, debt management, strategic planning etc. Ensure the accounting service fee is within your budget line and that the CPA’s are available to do the work when called upon.

Do I need a CPA firm?

Good accounting services are indispensable to the growth and survival of your enterprise. You will find the insights and experience of a CPA firm as golden if you have them on your team. Accounting services will give you the upperhand in knowing the latest trends in the ever changing tax system.

A CPA firm will offer your business a robust analysis of income and expenditure. Accounting services will give you innovative ways to maximise profits and minimise losses; they will additionally help you choose the best software and systems ideal for maintaining your financial records. If you are called to attend a tax audit meeting your CPA is just the right professional to represent you or accompany you.

What accounting software do firms use?

Accounting services are simplified and made more efficient by the use of accounting software. These softwares help you keep financial records in an organised format and minimise human error. Accounting software will help you formulate a feasible budget, prepare your tax returns, plan for your retirement, track your investments and pay your bills.

Some of the softwares on the market that can help with accounting needs include; Quickbooks Online, Quicken, Mint, Wave, Quickbooks Self-Employed etc. These software vary widely in functionality and cost depending on what kind of level of accounting you seek. Your CPA will guide you to what software is ideal and convenient for your business.

What questions should I ask my accountant?

Accountants are smart but they aren’t magicians, they know what is needed to file your taxes but would do an even better job if you’re involved in the process. Some important questions to ask your accountant include; what documents/information do you need from my organisation to assist us in this particular area; it could be taxes, payroll, inventory assessment, financial analysis etc.

You can ask your accountant if there are industry specific taxes that your company specific taxes that your company is obliged to pay. Certain taxes are required in the shipping industry, food industry, automotive industry, music industry, sports industry etc. so you would like to know this to ensure you’re not caught off guard.

Ask your accountant about the application of the Affordable Care Act in relation to the number of employees you have (full-time equivalent employees and number of employees mean two different things). Your accountant is your financial ally and as such you should always feel free to ask them about anything you’re not certain about concerning your business and its financial operations; from cash flow to insurance and how to deal with fraud your accountant is an asset.

Can accounting services improve my profitability?

Accounting services are integral to your business if profitability is your prime agenda. CPA’s can analyse your operational costs and help you cut down on unnecessary expenses. Accountants are naturally good negotiators and in an instance that you’re paying too much for raw materials or resources for your product or trade they can reach a consensus with the supplier on your behalf so you can break even in your business or better still make a profit.

Debt is another problem all businesses would like to curtail, especially when its bad debt. Accounting services can truly be life saving in this case; Accountants can offer a financial analysis of your debt and suggest strategies to clear it thus maximising your profits at the end of the day.

Most importantly Accounting services can help you develop a business growth model that will have realistic milestones and real time analysis of the progress being made, this will involve easy to understand charts and graphical illustrations. Profit isn’t a coincidence it has to be planned and a Certified Public Accountant is just the person you need to achieve it.

Can accountants represent you in the instance of a Tax Audit?

To obtain a better outcome from tax audits, it would be wise to engage someone experienced and properly trained to represent you or accompany you to a tax auditing session. The IRS carries out audits routinely for three reasons; random sampling, computerised screening and for data comparison.

The ideal representative you can engage for a tax audit is actually a CPA, Tax Attorney or better still a specialised CPA known as an enrolled agent; these are accountants authorised by the federal government as representatives for tax payers in audit meetings, appeals and collection matters.

What are accounting firm fees ?

Accounting services are invaluable but however come at a cost; the cost of hiring an accounting firm will depend on a number of factors which include: the location of the firm, the degree of experience of the individual accountants, the type of accounting work you seek assistance with and whether you are looking for a short term or long term partnership.

Accounting services are usually offered in two forms; hourly or fixed service charges. For hourly service fees regardless of the type of accounting work the firm will charge you according to the time invested working on your finances. For fixed charges the firm fee will be standardised depending on the particular type of accountancy work you need help with; it could be taxes, payroll, e-Accounting, fraud management etc

How do accounting firms interact with clients?

In the provision of Accounting Services CPA firms live up to their name in terms of professional conduct. Accounting firms will stipulate clearly the terms and conditions for providing accounting services; any jargon and complex clauses in Accounting principles will be thoroughly explained to a client.

 

Honesty and integrity is key. Certified Public Accounting firms are liable to legal prosecution if they engage in fraudulent management of a given company’s finances, thus you can expect high levels of  transparency and integrity in the way CPA firms interact with clients.

 

Communication is another important tenet about how CPA’s will interact with clients, they will ensure you receive full updates on the progress made in the accounting service you have requested for; this can be via email or a phone conversation, but where matters and paperwork need to be explained in depth an in person accounting session is necessitated.

What services do accounting firms offer?

Accounting firms offer a variety of accounting services. These services are offered to companies of diverse interests and sizes; from large corporates to small and medium enterprises. The accounting services include: Financial Accounting services, Payroll Accounting services, Electronic Accounting services, Tax Accounting services and Financial Statement preparation.

All these are specialised services which will help your company manage its finances professionally, profitably and safely. For instance, Tax Accounting services will enable your company to correctly prepare returns; this will help your company make savings through tax deductions which your CPA will be able to identify where available.