Business Details
Your Trusted Partner for Accounting and Tax Services
At LBM CPA, PLLC, we bring decades of specialized expertise in accounting, auditing, tax services, and business consulting to support individuals and organizations in navigating complex financial landscapes. Our team of certified professionals delivers tailored solutions, combining technical proficiency with strategic insight to address both routine accounting needs and intricate business challenges. With a commitment to excellence rooted in experience, we prioritize client collaboration and transparency to ensure accurate, compliant, and forward-thinking financial management. Our services span tax planning and preparation, financial statement audits, internal controls optimization, and advisory services designed to enhance operational efficiency. Headquartered in Quincy, Massachusetts, we serve clients across diverse industries, leveraging our deep understanding of regulatory frameworks and industry-specific best practices.By maintaining a client-centric approach, we aim to build long-term partnerships grounded in trust, reliability, and measurable results. Our professionals hold certifications such as Certified Public Accountant (CPA) and Master of Science in Taxation (MST), ensuring adherence to the highest standards of professionalism. We are dedicated to continuous learning and innovation, enabling us to adapt to evolving financial regulations and technological advancements. Our track record of delivering precise, actionable financial guidance has established us as a trusted advisor in the communities we serve. From startups to established enterprises, we provide scalable services that align with each client's unique goals and challenges.
Services
Accounting Services
Tax Preparation
Auditing
Business Consulting
Financial Planning
Highlights and features
- We offer certified CPA expertise with decades of hands-on accounting and tax experience.
- Our team provides tailored financial strategies aligned with individual and business goals.
- We prioritize transparent communication and proactive client collaboration.
- Our services integrate advanced tax planning with comprehensive auditing and consulting.
- We maintain a proven track record of compliance and accuracy in financial reporting.
Services
Accounting Services
Our accounting services encompass bookkeeping, financial statement preparation, and internal controls optimization. We ensure accurate, timely reporting aligned with GAAP standards for businesses of all sizes. Clients benefit from streamlined processes that enhance transparency and decision-making.
Tax Preparation
We specialize in individual and corporate tax return preparation, tax planning, and compliance strategies. Our team minimizes liabilities while ensuring adherence to federal and state regulations, offering year-round support for tax-efficient outcomes.
Auditing
We conduct thorough financial audits and reviews to verify accuracy and compliance for businesses, nonprofits, and government entities. Our independent assessments provide stakeholders with confidence in financial disclosures and operational integrity.
Business Consulting
Our consulting services address operational challenges, including budgeting, cash flow management, and process improvement. We partner with clients to develop data-driven strategies that drive growth, efficiency, and long-term sustainability.
Financial Planning
We offer personalized financial planning for individuals and businesses, covering retirement strategies, investment guidance, and risk management. Our goal is to help clients achieve financial stability through customized, actionable plans.
People
Llyod B McManus CPA PC
President
Llyod B McManus CPA PC, CPA, leads the firm with over 25 years of experience in public accounting and financial consulting. He specializes in tax strategy and business advisory for mid-sized enterprises.
Meg Nolan
Supervisor
Meg Nolan, CPA, oversees client engagements with expertise in auditing and financial reporting. She has 15+ years of experience ensuring compliance and accuracy for diverse business sectors.
Jon Greene
Supervisor
Jon Greene, CPA, MST, specializes in complex tax planning and compliance. His 12 years of experience include advising high-net-worth individuals and corporations on regulatory matters.
Jason Wood
Accountant
Jason Wood manages day-to-day accounting tasks, bringing 8 years of experience in bookkeeping and financial analysis. He ensures clients receive precise, organized financial records.
Lisa Vierra
Office Manager
Lisa Vierra coordinates administrative operations, leveraging 10 years of experience in client relations and office management to maintain efficient service delivery for all clients.
Questions
What services does LBM CPA, PLLC offer?
We provide accounting, auditing, tax preparation, business consulting, and financial planning services tailored to individual and organizational needs.
Are your professionals certified?
Yes, our team includes Certified Public Accountants (CPAs) and specialists with advanced tax credentials like the Master of Science in Taxation (MST).
Do you serve businesses outside Quincy, MA?
While based in Quincy, we work with clients across Massachusetts and beyond, offering scalable solutions for diverse industries.
What sets LBM CPA apart from competitors?
Our focus on personalized service, technical expertise, and proactive financial guidance ensures clients receive actionable, compliant solutions.
