Business Details
Your Trusted Partner for Accounting and Tax Solutions
With over 30 years of accounting and financial management experience spanning Big 4 firms, Fortune 100 companies, and emerging growth businesses, we provide hands-on, consultative solutions tailored to your unique needs. Our firm specializes in executive-level management services that eliminate the costs and inefficiencies of full-time employment while delivering practical expertise in tax strategy, financial planning, and operational optimization. Our CPA-led team combines deep technical knowledge with real-world operational experience to transform complex challenges into actionable outcomes.We prioritize open communication and rigorous analysis to align financial strategies with your long-term goals, ensuring sustainable success in an ever-evolving regulatory landscape. Our track record includes securing over $100,000 in tax savings for clients and implementing inventory systems that eliminated annual physical counts, demonstrating our commitment to measurable results.
Services
Tax Management
Accounting Services
Assurance Consulting
Litigation Support
QuickBooks Help
IRS Representation
Cash Flow Analysis
Business Valuation
Financial Projections
Entity Restructuring
Highlights and features
- 30+ years of experience in Big 4 firms and Fortune 100 companies
- Hands-on problem-solving with executive-level financial expertise
- Proven tax strategies that saved clients over $100,000
- Practical business advice from former CFO/controller roles
- Customized QuickBooks implementation and optimization services
Associations and certifications
- Certified Public Accountant
Services
Tax Management Services
Our tax planning optimizes deductions and credits while ensuring compliance. We analyze evolving tax laws to minimize liabilities for businesses and high-net-worth individuals. Clients benefit from proactive strategies that align with financial goals.
Accounting Services
We deliver accurate bookkeeping, financial statement preparation, and system implementation. Our QuickBooks experts improve reporting accuracy and streamline month-end processes for growing businesses.
Assurance and Advisory
Our advisory services focus on operational efficiency and strategic growth. We conduct financial analyses, implement inventory systems, and provide merger/acquisition guidance based on 30+ years of industry experience.
Litigation Support
We quantify economic losses, analyze financial records, and provide expert testimony in commercial litigation and divorce proceedings. Our forensic expertise clarifies complex financial disputes.
IRS Representation
Our CPA team represents clients during IRS audits and collections. We negotiate settlements, prepare documentation, and implement corrective measures to resolve tax issues efficiently.
People
St Germain Roger H, CPA
Certified Public Accountant
Roger St Germain is a CPA with 30+ years of experience in Big 4 firms, Fortune 100 companies, and emerging growth businesses. He holds a Master of Science in Taxation from Bryant University and previously served as CFO/controller for manufacturing firms. Roger authors a financial column for The New England Business Bulletin and teaches accounting at Northeastern University.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including QuickBooks setup and training, financial statement preparation, cash flow management, and tax compliance tailored to small businesses.
How can you help reduce my business tax liability?
Our tax planning strategies identify deductions and credits specific to your industry, including entity restructuring and timing optimizations that have saved clients over $100,000.
Do you offer IRS audit representation?
Yes, we provide professional IRS representation for audits, including documentation preparation and direct communication with tax authorities.
What industries do you specialize in?
We serve manufacturing, insurance, construction, law firms, retail, and professional services businesses with industry-specific financial solutions.
Can you help with business succession planning?
Our advisory services include business valuation, transition planning, and tax-efficient succession strategies for owners preparing for exit or transfer.
