Business Details
Your Trusted Accounting Partner in Sandwich, MA
We are a locally rooted accounting and tax firm serving the Cape & Islands communities for over a decade. Our team of experienced professionals offers value-based services that transcend traditional transactional models, focusing on collaborative relationships with clients. With over 75 years of combined expertise in tax, compliance, bookkeeping, advisory, finance, and payroll, we provide tailored solutions for businesses and individuals across all industries. Our approach integrates personalized service with a robust network of partners in banking, legal, investing, and insurance to address comprehensive business needs. We maintain a dedicated local payroll team supported by the world's leading payroll platform, ensuring seamless back-end operations.For individual clients, we collaborate with trusted partners to deliver exceptional estate, trust, and financial/tax planning services. Our founder, Peter G Lemire Sr CPA, brings over 30 years of experience from roles in national firms and private sector CFO positions, combining forward-thinking business acumen with deep local knowledge. We prioritize understanding client visions to help achieve long-term prosperity, moving beyond conventional compliance support to become true financial collaborators. Our commitment to the community is reflected in board service for local nonprofits and active engagement with the Cape & Islands business ecosystem.
Services
Bookkeeping
Business Tax Compliance
Financials Preparation
Individual Tax Compliance
Virtual CFO
Estate Tax Planning
Payroll Services
Non-Profit Tax Compliance
Highlights and features
- We offer personalized accounting solutions tailored to Cape & Islands businesses
- Our team includes a CPA with 30+ years of experience in private and public sectors
- We maintain a local payroll team backed by the world's #1 payroll platform
- We provide seamless collaboration with trusted partners for estate and financial planning
- Our founder has served as treasurer on local nonprofit boards since 2013
Services
Business Tax Compliance
Our business tax compliance service provides comprehensive preparation and filing of corporate tax returns. We specialize in multi-jurisdictional compliance and offer strategic tax planning to minimize liabilities while maintaining full regulatory adherence. Our team works closely with clients to ensure accurate reporting across all business entities.
Financials Preparation
We offer complete financial statement preparation including balance sheets, income statements, and cash flow analysis. Our service includes GAAP-compliant reporting and customized financial packages tailored to lender requirements. We help businesses maintain accurate records for decision-making and external reporting needs.
Virtual CFO
Our Virtual CFO service delivers strategic financial guidance for growing businesses. We provide budgeting, forecasting, cash flow management, and business performance analysis. This service offers access to executive-level financial expertise without full-time executive costs, helping businesses optimize financial operations.
Estate Tax Planning
We specialize in estate and trust tax compliance with comprehensive planning strategies. Our service includes inheritance tax mitigation, trust administration, and coordination with legal partners to ensure proper asset transfer. We help families navigate complex tax regulations while preserving wealth for future generations.
Payroll Services
Our payroll service offers complete processing with the world's leading payroll platform. We handle tax withholdings, wage reporting, and regulatory compliance while maintaining local support for troubleshooting. The service integrates seamlessly with accounting systems for accurate financial tracking.
People
Peter G. Lemire, Sr.
Principal
CPA with 30+ years experience, including national firm management and CFO roles. Specializes in private business advisory and local community accounting services since 2013.
Questions
What accounting services do you offer for local businesses?
We provide business tax compliance, financial reporting, virtual CFO services, payroll solutions, and nonprofit tax compliance tailored to Cape & Islands businesses.
Do you serve individual clients?
Yes, we offer individual tax compliance, estate tax planning, and trust services with collaboration from trusted financial planning partners.
What makes your firm different from other accounting firms?
We focus on value-based collaboration rather than transactional relationships, combining national expertise with local market knowledge and personalized service.
How long have you served the Cape & Islands community?
Our firm has served the community for over 10 years, with our principal having worked independently in the region since 2013.
What industries do you specialize in?
We work with all industries and entities, maintaining specialized expertise in local businesses, nonprofits, and family financial planning.
