Business Details
50+ Years
experience
Certified Public Accounting Services in Newburyport, MA
Founded in 1974, our firm has built a legacy of delivering comprehensive accounting and financial services to individuals and businesses across the United States. With expertise in tax planning, audit assurance, and government contracting compliance, we prioritize proactive, personalized solutions tailored to each client's unique needs. Our team of certified professionals combines decades of experience with cutting-edge technology to ensure accurate financial reporting and strategic advisory services. We specialize in serving commercial entities, nonprofit organizations, and government contractors, offering specialized services such as SBIR/STTR compliance and indirect cost rate management.Our commitment to excellence is demonstrated through our long-standing client relationships, with some partnerships spanning over 30 years. We maintain rigorous adherence to federal, state, and international tax regulations while providing advocacy during audits and business transitions. Our proprietary learning management system and nationwide client base position us as trusted advisors for complex accounting challenges. Through continuous process improvement and technology integration, we deliver actionable insights that help clients mitigate risk and achieve financial objectives.
Services
Bookkeeping
Tax Services
Consulting
Government Billing
Quarterly Monitoring
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of combined experience in accounting and tax compliance.
- Our proprietary learning management system ensures government contract compliance training.
- We specialize in SBIR/STTR grant accounting for emerging technology companies.
- Our team includes former Big Four auditors with industry-specific expertise.
- We provide nationwide service with local office responsiveness.
What people say
Proactive service
30+ year partnership
SBIR expertise
Deficiency-free audits
Responsive support
Services
Bookkeeping
Our full-service bookkeeping solutions provide accurate financial record-keeping tailored to business needs. We handle payment processing, journal entries, and financial statement preparation while maintaining compliance with accounting standards. Our technology-driven approach ensures real-time access to financial data for informed decision-making.
Tax Services
Comprehensive tax services include strategic planning, compliance, and optimization for individuals and businesses. Our experts stay current with evolving tax codes to minimize liabilities while maximizing deductions and credits across federal, state, and international jurisdictions.
Government Billing
Specialized billing services for government contractors ensure adherence to contract requirements. We manage indirect rate calculations, financial reporting, and compliance documentation while providing training on government accounting standards through our proprietary system.
Audit Assurance
Our audit services deliver independent financial assessments using modern methodologies. We evaluate internal controls, prepare compiled/audited statements, and provide advisory services to enhance financial transparency and regulatory compliance for diverse organizations.
Consulting Services
Strategic consulting services analyze business performance through financial benchmarking and operational analysis. We identify improvement opportunities, document recommendations, and provide actionable insights to enhance financial systems and business processes.
People
Anthony Rita
Partner
CPA with over 20 years of experience in corporate accounting and audit. Former Grant Thornton audit manager specializing in commercial practice engagements.
Brittany Leary
Partner
Government contracting expert with decade-plus experience in SBIR/STTR programs. Former Moker CPA team leader specializing in startup organizations.
Keith Congdon
Director
Former Coopers & Lybrand auditor with corporate finance experience at The Stackpole Corporation. Specializes in public company compliance.
George Moker
Director
Specialist in government-funded startups with expertise in SBIR/STTR compliance. Manages clients with revenues from $100k to $15M across multiple federal agencies.
Robert Poirier
Senior Director
Tax compliance expert with 20+ years of experience in assurance services. Former local CPA firm professional with extensive tax knowledge.
Questions
What accounting services do you offer for government contractors?
We provide specialized bookkeeping, indirect rate management, compliance training, and financial reporting tailored to SBIR/STTR and other government-funded organizations.
How do you handle multi-state tax compliance?
Our team manages federal, state, and local tax requirements including nexus analysis, sales tax compliance, and international tax planning strategies.
What audit services do you provide?
We offer compiled, reviewed, and audited financial statements along with internal control evaluations and agreed-upon procedures for commercial and nonprofit entities.
How do you support startup companies?
We specialize in SBIR/STTR compliance, indirect cost rate setup, and financial systems implementation for early-stage technology companies seeking government funding.
What technology do you use?
We employ modern accounting systems and a proprietary learning management platform for government contract compliance training and documentation.
How are consulting services structured?
Our consulting engagements include business analytics, system evaluations, and strategic recommendations delivered through formal reporting with no assurance opinions.
