Business Details
Trusted Accounting & Business Advisory Services in Boston
BacallConniff is a certified public accounting and business advisory firm with over five decades of service in Boston's financial district. Our firm specializes in delivering comprehensive accounting, tax planning, and business consulting solutions tailored to corporations, nonprofit organizations, individuals, and the restaurant and hospitality industry. With a team of seasoned CPAs, we prioritize advanced education, requiring all partners to hold advanced degrees in business or taxation while staff actively pursue similar credentials. Our expertise extends beyond traditional accounting to include management advisory services, payroll processing, trust and estate planning, and industry-specific financial solutions.We maintain active memberships in leading professional organizations, including the Massachusetts Society of Certified Public Accountants and the National Society of Tax Practitioners. Our commitment to technology-driven efficiency simplifies accounting processes for clients, eliminating redundancy while maintaining rigorous internal controls. For nonprofit clients, we meet federal audit standards through Yellow Book-certified professionals. Our approach combines personalized service with a deep understanding of evolving tax regulations to help clients achieve both business and personal financial objectives.
Services
Payroll Services
Trust and Estate Services
Not-for-Profit Accounting
Restaurant & Hospitality Accounting
Tax Planning
Highlights and features
- We require all partners to hold advanced degrees in business or taxation.
- Our team provides industry-specific solutions for restaurant and hospitality businesses.
- We meet federal Yellow Book audit standards for nonprofit clients.
- Our secure 24/7 payroll portal integrates labor costs directly into financial statements.
- Active involvement in professional accounting societies ensures up-to-date expertise.
Services
Payroll Services
Our secure 24/7 payroll portal streamlines payroll management while integrating labor costs directly into client financial statements. Employees access information through secure logins, ensuring confidentiality and real-time updates. The user-friendly system reduces administrative burdens while maintaining compliance with tax regulations.
Trust and Estate Services
We provide comprehensive trust and estate consulting, including tax filings and strategic planning to protect assets. Our professionals collaborate with attorneys to determine optimal trust structures while ensuring compliance with evolving tax regulations for estates and trusts.
Restaurant & Hospitality Accounting
Specialized accounting solutions for restaurants and hospitality businesses include monthly financial statements, tax filings, and operational analyses. Our industry expertise spans business startup to expansion, with customized software implementation and internal control systems tailored to hospitality operations.
Not-for-Profit Accounting
We offer audits, reviews, and tax services for 501(c)(3) organizations, churches, museums, and trade groups. Our team meets federal Yellow Book standards for government-funded nonprofits, providing compliance reporting and strategic financial guidance specific to tax-exempt entities.
Tax Planning
Our certified professionals develop tax-minimizing strategies for businesses and individuals, incorporating ongoing education to stay current with regulatory changes. Services include income tax planning, retirement planning, and risk management strategies tailored to client objectives.
People
James D. Conniff
Managing Principal
With over 50 years in Boston's accounting scene, James holds an MBA from Northeastern University and designations as Certified Financial Planner and Certified Valuation Analyst. He leads the firm's strategic direction.
Jeffery E. Richards
Principal
A Certified Public Accountant with a Master of Science in Taxation, Jeffery oversees nonprofit accounting services and tax research. He has served the firm for over two decades, managing complex tax filings.
Chandra C. Witkowski
Principal
With 16+ years at BacallConniff, Chandra specializes in restaurant and hospitality accounting. She holds an MBA from Suffolk University and assists clients with accounting software implementation and financial reporting.
Letitia C. Reed
Principal
As a key team member, Letitia contributes to the firm's accounting and advisory services. Her expertise supports diverse clients while maintaining the firm's commitment to professional excellence.
Questions
What accounting services do you offer for restaurants?
We provide complete restaurant accounting including monthly statements, tax filings, software implementation, and operational analyses tailored to hospitality businesses.
Do you handle nonprofit organization audits?
Yes, we perform Yellow Book-compliant audits for nonprofits receiving federal funding, along with tax-exempt status applications and financial reporting.
How does your payroll service work?
Our secure 24/7 portal allows clients to process payroll electronically, with labor costs automatically updating financial statements and employee access through secure logins.
What estate planning services do you provide?
We offer trust consulting, asset protection strategies, and tax filing services for estates and trusts, working closely with legal professionals.
How long have you served Boston businesses?
We've operated in Boston's financial district for over five decades, providing accounting services since the 1970s.
