BA, Inc.

Business Details

Your Trusted Partner for Accounting & Tax Solutions in Massachusetts

BA, Inc. is a regional accounting, tax, and advisory firm with over two decades of experience serving small and medium-sized businesses. Our team of 40 professionals, including nine certified public accountants, delivers tailored financial solutions rooted in proactive planning and personalized service. We prioritize understanding client priorities to provide actionable insights that drive tax savings, improve business performance, and support long-term growth. With offices in Rockland and Woburn, Massachusetts, we combine industry-specific expertise with cloud-based technology to streamline accounting processes. Our commitment to transparency, responsiveness, and strategic advisory positions us as trusted partners in helping clients achieve financial success.

BA, Inc.cked by Peer Review Reports issued under AICPA standards, we maintain rigorous quality controls across all services. Our proactive approach includes quarterly tax planning sessions, customized financial reporting, and seamless payroll integration through trusted platforms like QuickBooks Online. Clients benefit from our dedicated support during critical business transitions, including succession planning and entity structure optimization. Our extensive experience spans architecture, design, real estate, technology, and professional service sectors. Through continuous education and industry benchmarking, we ensure our clients remain ahead of evolving financial regulations and market trends.

Services

Tax Planning Business Advisory Financial Planning Payroll Services Client Accounting

Highlights and features

We offer proactive tax planning sessions throughout the year to minimize liabilities.
Our business tax preparation fee is built into a predictable monthly flat rate.
Our team includes nine certified public accountants with industry-specific expertise.
We provide personalized financial reporting within days following month-end closures.
We offer seamless integration with QuickBooks Online and cloud-hosted accounting solutions.

What people say

Exceeded client expectations Proactive ideas Trusted advisors Personalized attention Seamless support

Website

Update Listing

Services

Tax Planning & Preparation

Our tax planning services help minimize current and future liabilities through proactive strategies tailored to business structures. We specialize in Schedule C, LLCs, S Corps, and partnerships, ensuring compliance while maximizing savings. Clients benefit from year-round guidance rather than annual tax preparation.

Client Accounting & Advisory Services

We deliver real-time accounting solutions via QuickBooks Online, including monthly financial reporting and customized dashboards. Our team manages bookkeeping, payroll integration, and cash flow analysis to support data-driven business decisions for growing companies.

Business Advisory

Our advisory team provides cash flow monitoring, risk mitigation strategies, and profitability analysis using industry benchmarks. We help clients develop growth plans, succession strategies, and operational improvements aligned with their long-term business objectives.

Financial Planning

We offer strategic financial planning focused on tax-efficient wealth management and business growth. Our professionals develop personalized strategies for retirement plans, family foundations, and charitable giving structures tailored to each client's unique circumstances.

Payroll Services

Our comprehensive payroll services include direct deposit, tax filings, W-2/1099 processing, and HR support through trusted platforms. We ensure compliance with federal and state regulations while optimizing payroll efficiency for small to mid-sized businesses.

People

John Burke

Managing Director

With over 20 years of experience, John Burke leads BA, Inc.'s accounting team, providing strategic financial guidance to small and medium-sized businesses. He specializes in proactive tax planning and business advisory services.

Caitlin Burke-Morris

Equity Director

Caitlin Burke-Morris oversees operations at BA, Inc., focusing on process optimization and client service excellence. With extensive experience in professional services, she ensures efficient delivery of accounting and advisory solutions.

Emily Viselli

Director of Client Accounting & Advisory Services

Emily Viselli manages client accounting services, specializing in cloud-based QuickBooks implementations. She brings expertise in streamlining financial operations for growing businesses through technology-driven solutions.

Tina Yang

Equity Director, Accounting & Tax

Tina Yang, a certified public accountant, leads tax advisory services at BA, Inc. With deep expertise in tax planning, she develops strategies to minimize liabilities while ensuring compliance with evolving regulations.

Sean Burke

Equity Director, Financial Services

Sean Burke specializes in financial planning and business advisory, helping clients achieve long-term growth objectives. He provides strategic guidance on cash flow management and risk mitigation strategies.

Questions

What accounting services does BA, Inc. specialize in?

BA, Inc. specializes in Client Accounting & Advisory Services (CAAS), tax planning and preparation, business advisory, and comprehensive financial planning tailored for small and medium-sized businesses.

Do you offer ongoing tax planning throughout the year?

Yes, we provide proactive tax planning sessions throughout the year to minimize liabilities and ensure compliance while offering quarterly tax vouchers and reminders.

How do you support business succession planning?

We provide business succession and exit planning services, including valuation assistance, to help owners transition their businesses smoothly while maximizing value.

What cloud accounting solutions do you integrate with?

We offer cloud-hosted QuickBooks services through QuickBooks Online (QBO), enabling real-time access to financial data and customized reporting for growing businesses.

Are your tax preparation fees predictable and transparent?

Yes, our business tax preparation fee is included in a monthly flat rate with no surprises, and we provide quarterly tax vouchers to manage cash flow.

How do you handle payroll services for small businesses?

We offer full-service payroll using Paylocity or ADP's Run system with direct deposit, tax filings, 401k setup, and HR support while matching third-party pricing.