Business Details
35 Years
experience
Your Trusted Accounting Partner in Concord, MA
Since 1991, we have provided tailored accounting, tax, and business advisory solutions to small and medium-sized enterprises. Our firm specializes in serving service-based industries, offering practical expertise in financial reporting, tax compliance, and strategic business consulting. With over 25 years of experience, we pride ourselves on building long-term client relationships through personalized attention and actionable insights. Our services include financial statement preparation, tax planning, business succession strategies, and elder care financial planning. Certified since 1981, we maintain membership in the American Institute of CPAs and Massachusetts Society of CPAs, ensuring adherence to rigorous professional standards.We deliver hands-on support through part-time CFO engagements, audit compliance, and software implementation for businesses seeking operational efficiency. Our client testimonials consistently highlight our integrity, technical proficiency, and commitment to exceeding expectations. Recognized with the 2014 Five Star award, we combine industry knowledge with proactive client education through our monthly newsletter. Located in Concord, Massachusetts, we serve businesses across Middlesex County and beyond, covering industries from real estate to software development. Our comprehensive approach addresses both immediate accounting needs and long-term business goals, positioning us as trusted financial partners for growing organizations.
Services
Accounting Services
Tax Preparation
Business Consulting
Tax Planning
Elder Care Planning
Mergers & Acquisitions
Bookkeeping
Financial Analysis
Payroll Services
Audit Support
Details
- Year established: 1991
Highlights and features
- We offer over 25 years of accounting expertise for small to medium businesses.
- Our team provides hands-on CFO services for mergers and acquisitions.
- Certified public accountant since 1981 with continuous industry compliance.
- Specialized elder care financial planning services available.
- Recognized recipient of the 2014 Five Star client satisfaction award.
Associations and certifications
- American Institute of Certified Public Accountants
- Massachusetts Society of CPAs
What people say
Outstanding service
Hands-on skills
Exceptional service
You're the best
Great accountant
Services
Accounting Services
We provide full-cycle accounting solutions including financial statement preparation, ledger maintenance, and cash flow management. Our experienced team ensures accurate record-keeping and compliance with regulatory requirements. Services cover business startups through established enterprises seeking operational improvements.
Tax Preparation
Comprehensive tax services for individuals and businesses include return preparation, audit representation, and strategic tax planning. We handle complex filings for corporations, estates, and partnerships while maximizing legal tax savings opportunities.
Business Consulting
Strategic guidance includes merger acquisitions support, succession planning, and operational efficiency analysis. Our consulting services help businesses with financial forecasting, software implementation, and compliance management across multiple industries.
Elder Care Planning
Specialized financial planning for seniors includes long-term care insurance evaluation and investment monitoring. We provide tax-efficient strategies for assisted living arrangements and estate planning needs specific to elderly clients.
Mergers & Acquisitions
We offer due diligence support, financial integration planning, and valuation analysis for business transitions. Our CFO-level expertise assists with acquisition accounting, entity structuring, and post-merger financial management for growing enterprises.
People
Brad M Capland
Certified Public Accountant
Brad M Capland is a certified public accountant with over 25 years of experience serving small to medium-sized businesses. Established his CPA firm in 1991, maintaining active membership in professional accounting organizations. Provides comprehensive accounting, tax, and business consulting services while emphasizing client relationships and practical solutions.
Questions
What accounting services do you provide?
We offer financial statement preparation, bookkeeping, cash flow management, and compliance support for businesses of all sizes.
Do you handle business tax planning?
Yes, we provide comprehensive business tax planning, return preparation, and audit representation services for corporations and partnerships.
Can you assist with elder care financial planning?
Our specialized elder care services include long-term care insurance analysis, investment monitoring, and tax-efficient senior financial strategies.
What industries do you serve?
We work with service-based businesses across multiple industries including real estate, software development, medical services, and environmental sectors.
Do you offer part-time CFO services?
Yes, we provide interim CFO services for mergers, acquisitions, and ongoing financial management needs of growing businesses.
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