Business Details
9 Years
experience
Your Trusted Accounting Partner in Worcester, MA
Adam M Beaudry CPA, CPA, LLC was founded in 2017 to provide tailored accounting solutions for small and medium-sized businesses. Our approach combines personalized support with comprehensive financial expertise, offering flexible service packages that adapt to each client's unique needs. We specialize in tax planning, bookkeeping, and advisory services, helping businesses navigate complex financial landscapes with confidence. Our team of certified professionals brings decades of combined experience in public accounting, ensuring clients receive accurate, reliable guidance. We prioritize ongoing education and strategic implementation, delivering customized advisory sessions that identify growth opportunities and optimize financial operations.Through quarterly maintenance check-ins and year-round support, we maintain compliance while helping clients achieve long-term financial goals. Our commitment to technological innovation is demonstrated through our secure Client Center platform, streamlining document sharing and communication. With specialized knowledge across diverse industries including healthcare, law, real estate, and manufacturing, we provide context-specific solutions that drive business success. Our professionals hold memberships in leading accounting organizations, maintaining the highest standards of practice. From entity structure analysis to retirement planning, we empower clients with actionable insights that transform financial management.
Services
Tax Preparation
Bookkeeping Services
Tax Planning
Business Advisory
Advisory Services
Maintenance Services
Payroll Review
Accounting Services
Individual Tax Services
Industry-Specific Accounting
Details
- Year established: 2017
Highlights and features
- We offer customized accounting packages tailored to business-specific needs
- Our team includes certified public accountants and enrolled agents
- We provide quarterly maintenance check-ins for ongoing compliance
- We implement customized advisory sessions with actionable strategies
- We serve diverse industries with specialized accounting expertise
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including multi-state filings and year-end projections. Our certified professionals ensure accurate documentation submission and compliance with federal and state regulations. We specialize in entity structure analysis, retirement planning, and maximizing tax deductions for optimal financial outcomes.
Bookkeeping Services
Year-round bookkeeping solutions with transaction categorization, account reconciliation, and financial reporting. Our system ensures accurate tax-ready statements through regular reviews and journal entries. We provide software setup, account linking, and training to maintain organized financial operations for businesses of all sizes.
Advisory Services
Customized advisory packages with strategic implementation for business growth. Our sessions cover cash flow analysis, debt management, and operational optimization. We deliver actionable plans through structured presentations and follow-up summaries to help clients achieve long-term financial objectives and improve business performance.
Payroll Review
Comprehensive payroll processing and compliance verification. We audit payroll documentation, verify contractor W-9 forms, and ensure proper tax withholding. Our services help businesses maintain accurate employee records and comply with federal and state payroll regulations while optimizing fringe benefit structures.
Maintenance Services
Annual compliance and planning check-ins tailored to business needs. Our quarterly reviews include financial statement analysis, debt-to-income ratio calculations, and strategic planning for major purchases. We ensure timely filings and provide documentation assistance for insurance audits and regulatory compliance requirements.
People
Adam M Beaudry CPA
Certified Public Accountant
Founder with 20+ years accounting experience, Massachusetts CPA, and holder of retirement planning certification. Serves on nonprofit boards and specializes in small business advisory services.
Nicole Rawson
Senior Tax Accountant
18+ years public accounting experience, specializes in tax services for individuals and businesses. Member of AICPA and volunteer with United States Figure Skating Association.
Tara Beaudry
Enrolled Agent
Army veteran with QuickBooks certification, specializes in budgeting education. Massachusetts Notary Public with expertise in individual financial planning and tax preparation.
Christian Rivera
Junior Accountant
Emerging accounting professional with associate and bachelor's degrees in accounting. Currently pursuing master's degree while providing foundational accounting support services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, payroll review, advisory services, and compliance maintenance tailored to small business needs.
How can I submit my tax documents?
Documents can be uploaded to our secure Client Center or brought to our office for manual scanning during scheduled appointments.
Which industries do you specialize in?
We serve healthcare providers, law firms, real estate professionals, manufacturers, retailers, and technology companies with industry-specific accounting solutions.
What are your office hours?
Our Worcester office is open Monday through Friday from 9:00 AM to 5:00 PM for client appointments and document processing.
Do you offer advisory services for business planning?
Yes, we provide customized advisory packages with strategic implementation, including cash flow analysis and succession planning services.
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