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bookkeeping for sale boston north shore

Established Pinellas County Medical Billing Firm, with a loyal client base for over 5 years. Business has very little competition and has a growth rate of 10% during these times….

Eager to return to work after a career break during which she kept her skills sharp through community leadership roles and short-term editing and other paid assignments. Provided accounting services to start-up construction organization for 5 years. Also provided eldercare financial management and tax services. Kevin has a rich history spanning more than 30 years as a founding member of several successful companies and as the senior financial executive of many other successful companies that were in various stages of development. He is an expert in finance and accounting systems, fundraising, executing IPOs, setting financial strategy, and executing strategic exits.

  • Provides management support, special projects, and advisory services to clients on Boston’s North Shore.
  • Consultant at a Boston-based financial services industry leader and at a top Cambridge-based management consulting firm serving Fortune 500 clients.
  • Programs are developed in conjunction with industry professionals and can boost productivity, identify performance gaps, and improve skills.
  • Want to make a difference or are you looking for a change?
  • She earned a CFA and Six Sigma Green Belt and is LEAN trained.
  • Her clients included Health Midwest, TWA and several cities and municipalities, including the City of Kansas City, Missouri, with a population of over 450,000 and an annual budget of over $1,000,000,000.

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Also has extensive experience in initial public offerings, mergers and acquisitions, revenue recognition, SEC reporting and international accounting operations. He has a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Bentley University. Has 20+ years of bookkeeping and office management experience in a variety of industries A.J. Has most recently run her own real estate management business using Quickbooks Pro extensively and actively managing day-to-day operations.

General Bookkeeping

He has also implemented program controls and corporate guidelines to ensure compliance with GAAP, FAR, and DFAR. In addition to managing the finance function, he has held other operational responsibilities as well, including program management, business development, sales, contracts management, proposal support, acquisition, and integration. He has managed the enterprise IT implementation and performance across multiple federal program offices with over 200 FTEs. Is proficient in Earned Value, SAP, Deltek Costpoint and MS Office Suite. He has an MBA from Walden University and a BS in Business from SUNY Oswego. NP has a current updated DOD Secret security clearance. S.K has 8+ years of bookkeeping and HR support experience.

A Certified QuickBooks ProAdvisor and Bill.com Advisor, he brings a management consultant background and over three decades of experience across a broad range of industries, including employee benefits bookkeeping services boston and business sales. Is a versatile and well-rounded finance, accounting and HR professional with expertise in SG&A programs and expenses in consumer packaged goods, technology and service environments.

PKF Boston

She started her career at Deloitte Haskins & Sells and left as a Manager after six years. She has a MBA from the University of Virginia and a BSBA from Boston University. Is an accomplished financial services professional with experience achieving results in both small and large entrepreneurial, fast-paced work environments, including 19 years at Fidelity Investments. For the past 9 years, she developed new retirement and money movement products/services distributed to broker/dealers, financial advisors and family offices. Previously, she was a client relationship and on-boarding manager for trust/custody services to 401 plans. She is a strategic, out-of-the box thinker, who brings deep knowledge, passion, and a “can-do” mind-set to every project and position.

bookkeeping for sale boston north shore

Member of Russell Bedford International – A global network of independent professional services firms. Based on your budget, timeline, and specifications Clutch can connect you directly with companies that match your project needs. In order to work efficiently in a virtual environment, we are guided by a set of systematized business processes in performing our services. As our services are delivered remotely using cloud-based technology, our clients get the services they need when they need them.


Clients count on us for assistance with expenses and accounts payable, revenue and accounts receivable, financials, planning and analysis, and human resources and payroll. Versatile financial consultant with more than 10 years experience of providing accounting and financial services to over 10 different early stage, pre-revenue biotechnology, diagnostic tool, medical device, and clean energy companies.

  • With open communication and attention to every detail, together we can devise a plan that will provide you with the peace of mind that comes in knowing your best interests are our primary concern.
  • CTS provides high-level trainings for individuals, employees, and employers to develop or enhance their technical skills.
  • Prior to this, he worked for the big 4 accounting firm, PricewaterhouseCoopers and Fortune 500 company, Harcourt General Inc.
  • Internal Auditor at top S&P 500 REIT firm (2011-present).
  • She earned a Bachelor of Science degree in accounting from University of Utah.

While trust and estate tax compliance is complicated, we can help executors and survivors from unnecessary tax obligations. In 2007, after staying home with her four children, Pam returned to work at eCratchit a leading provider of outsourced accounting.

CPA with 13+ years of diverse business experience within public accounting, taxation and human resources. She is currently a manager at a tax consulting firm, providing tax strategy, corporate tax provision and tax compliance services to public and pre-IPO organizations. She began her career in public accounting working with owner-managed businesses on both accounting and tax matters.

About Boston, Massachusetts

This includes all bookkeeping functions such as AP/AR, invoicing, collections, and account reconciliation. Previously worked in a defense contracting firm managing the submission of bid proposals, invoicing in accordance with federal guidelines, and working with government auditors on routine audits. She helped this defense contractor manage their business growth from 7 to 40 employees. She also managed the local relocation of an accounting firm.

bookkeeping for sale boston north shore

She is comfortable with Office 365 suite of applications, Salesforce and implemented 2 online portals for employee benefits. She holds a BA in Art History from Colorado College and an MBA from Yale School of Management.

This firm has approximately 200 active clients in which they provide bookkeeping, sales tax, payroll and tax return preparation services. As we hire experienced accounting professionals, we are able to offer bookkeeper through controller services to our clients. Through a network of consulting CFO’s, we can also recommend outsourced CFO resources to our clients as needed to round out their accounting team. CTS offers off-the-shelf https://www.bookstime.com/ and customized programs for financial services institutions. We design organization-specific trainings for those in the banking, accounting, bookkeeping, insurance, real estate, and tax fields. Obtain certification or gain a solid foundation for financial standards and efficiency. Manufacturing — car parts, shoes, agriculture and more — historically formed the foundation of the Western Massachusetts economy.

Is Outsourcing Accounting A Good Use Of Your Nonprofits Budget?

Has a proven track record for building strong teams and promoting positive organizational change through technology and innovation. M.L.’s broad professional accounting expertise is centered on business process design, analysis and implementation in order to achieve world-class performance in accounting. Led consulting teams, conducted ERP and best of breed point solution system selections, implemented ERP technologies and implemented best practices across all accounting and finance organizations and operational functions.

She has her Masters in Accounting from Babson College and Human Resources from Northeastern University and holds both a PHR and CPA certification. More than 25 years of accounting experience with responsibilities that have covered the full cycle of accounting duties including individual and business tax returns, audit and payroll activities. She has a strong working knowledge of tax rules and regulations working previously as a Senior Accountant, an enrolled IRS agent for a full-service CPA firm and as a VITA preparer in a non-profit organization.

In 2020, approximately 1,280 individual tax returns accounted for $430K of revenue (54%), 223 entity tax returns earned $165K of revenue (21%), while Accounting Services, QuickBooks,… CTS has extensive expertise working with our region’s providers of hospitality services. Beyond our work with those in the travel and tourism business, such as hotels and resorts, CTS has created high-quality programs for industries such as hospitals, educational settings, and food service establishments. Ready to learn how you can strengthen your business with bookkeeping and controller services?

Accounting And Tax Practices Business For Sale In Red Deer AB

SB has in-depth experience in managing staff, overseeing the external audit function and reporting, including extensive experience in the preparation of the Uniform Financial Report unique to many nonprofit organizations. He’s currently assisting a nonprofit organization through its dissolution process on a as-needed basis. SB is a CPA with an inactive license to practice as an Independent CPA. SB is adept with multiple software platforms, and quickly adapts to new software challenges. He is proficient in Excel, with includes v-lookups and pivot tables. With his Excel experience, SB has converted a manually prepared Statement of Cash Flows to an Excel based process considerably reducing its time of preparation. He holds a BS degree in Accounting from Bentley University.

Controller with 30+ years of diversified finance, accounting, and senior management experience in construction, manufacturing, and related industries. Provides management support, special projects, and advisory services to clients on Boston’s North Shore.

Not only does it provide secure management but also provides the ability to create workflow for the staff as well as being able to search for keywords in a document which was never something you could do. 15+ years of purchase order, invoicing, contracts, administration, and HR experience working in fast-paced, deadline-driven business environments. Seeking to transition to a dedicated bookkeeping/accounting role. Completed intensive, 15-week Accounting for Small Business Certificate Program through Merrimack College in June 2021, including training in general accounting principles, Excel, QuickBooks, and managerial accounting. Recently certified bookkeeping professional with prior experience as a legal editor and attorney for the U.S.

Train Your People Transform Your Company

In addition, she also provides overall office administration and HR support to the firm, including managing client and vendor relationships and overseeing a 3-person recruiting team during a time of significant growth. She has a BA in Sociology from NMKRV College, Bangalore, India. Has 12+ years of finance, accounting and human resource experience for both small and large companies. She is currently a Director of Finance and Administration for a $150M technology company. Some of her most recent accomplishments include managing the budget process, created executive dashboards and board reporting, developing and executing the compensation program , and participating in the annual benefit plan redesign. In her prior role as a business controller in a small start up she reported directly to the product president and oversaw all finance and sales operations functions.

If you were referred to us by a business, please include the company and/or contact name so we can thank them. CFS has paired with a non-profit organization looking to bring an Accounting Assistant onto their team. This is a great opportunity if you are seeking part-time hours and wish to enjoy schedule fle…

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