Attend the MSCPA Public Accounting Career Fair on Tuesday, May 16 at the Hyatt Regency Boston. Meet representatives from public accounting firms across the Commonwealth and select sponsors.
Firms Attending the Fair (Additional firms will be added)
Alexander Aronson and Finning, Westborough
Braver, PC, Newton
Brown & Brown LLP, Boston
DiCicco, Gulman & Company LLP, Woburn
Feeley & Driscoll, PC, Boston
Friedman Suvalle & Salomon PC, Newton
Gosule, Butkus & Jesson, LLP, Milton
Lefkowitz, Garfinkel, Champi & DeRienzo PC, Providence
Levine Katz Nannis & Solomon PC, Needham
Melanson Heath and Co. PC, Andover
Parent McLaughlin & Nangle, Boston
Powers & Sullivan CPAs, Wakefield
GT Reilly & Company, Milton
Wolf & Company, PC, Boston
Company Profile; Feeley and Driscoll docsavage80 Send IM Send Email Remove Author | Ban Author
Feeley and Driscoll provides services to more than 100 not-for- profits including
health care and human service providers schools private foundations trade associations charitable organizations *Ask about different accounting issues for each type of org.
They offer such services as; OMB A-133 audit and reporting requirements *Look this up Fund Accounting Grant Administration and Compliance Needs Analysis and Regulatory Filing Arbitrage Accounting *Look this up UFR Preparation and Review Procedures
Health Care Feeley and Driscoll Health Care services Group is one of the largest regionally based providers of accounting and business advisory services to the health care industry in New England.
The three major forces in the industry are: Hospitals Long-term care providers Other providers human services providers home health providers community health centers similar NP service agencies
*PWC has a page on the healthcare industry. Peruse it.
Acute and Speciality Hospitals Human Service Providers Independent Psychian Group Practices Ancilliary Service Providers Visiting Nurse Associations
Professional Services to the Health Care Industry Include: Revenue Cycle Management Services Forensic Accounting and Litigation Support Practice/Business Valuation OIG Compliance Advisory Services *Look this up Arbitrage Rebate Accounting
.............................................................. Feeley and Driscoll also deals with construction Construction; one deals with relationships with clients banks bonding companies *Why bonding companies?
one must adhere to special tax regulations that apply to the construction industry
Practice reflects general contractors, specialty trade subcontractors, building material suppliers, architect and engineering firms.
Feeley and Driscoll has a construction services group. .................................................................... F and D also has a Manufacturers and Distributors services group. .............................................. As far as training goes, F and D has specialized training and continous learning, accounting tax and training curricula with an on- going mentoring and performance feedback programs. *Ask them to further describe this program 100 hrs of tech training. ................................. Manusource Feeley and Driscoll is a charter member and an active participant in Manusource, a national power network of leading independent consulting and accounting firms who specialize in serving manufacturers and wholesale distributors. ............................................................... Clients F and D has clients such as Martha's Vineyard Hospital Consigli Construction Worcester East Boston Neighborhood Health Center BBK Healthcare, Inc. Judith Nitsch Engineering Inc. Cape Cod Hospital Shawmut Design Lasterone Corp F.H. Perry Builder Tutor.com Grassroots Action Triumvirate Environmental .................... F and D provides assurance and accounting tax compliance and consulting strategic and business consulting services
Focus on; Manufacturers and Distributors Construction Healthcare Professional Service Firms NP Organizations *Ask about busy seaons varying across industries *also what future specializations does F and D see itself developing ............................ F and D is a member of Moores Rowland International, an association of independent accounting firms. ............................................ F and D Career Track
Audit/Consulting Track Work in a variety of industries while developing an industry or service niche. *Sounds fair Or you may choose to specialize earlier in our Healthcare Audit Group where you will work on a variety of engagements in the healthcare industry. *Any other Audit Groups? Construction?
Tax/Consulting Track *Specialize in taxation while working in a variety of industries and developing an industry or service niche.
*Healthcare seems an especially prominennt industry for F and D. ......................... Culture Formal Classroom and hands-on training. *CPE Smartforce? Mentoring/Feedback For technical positions, they provide 100+ CPE hours through internal and external training.
Staff-level, technical, industry-specific software *What sort of software? Varies across industries, perhaps?
F and D growing. 100th largest US firm per Bowman's Accounting Report.
Experience a variety of industires-then choose a specialty.
Feedback Performance Evaluation After Each Assignment Annual performance Review 360 degree evaluations *What does that term mean?
Parent, McLaughlin and Nangle docsavage80 Send IM Send Email Remove Author | Ban Author
PMN is located in Boston's Finacial District, with branches in Raynham and Salem.
Tradition balanced with innovation. Professional skepticism balanced with client advocacy.
Team Philosophy Minimal Bureacracy Innovative Personnel Policies *Migh as well ask about this; what sort of personnel policies?
PMN has an office in Souteastern Mass that operates as "full service" due to growth in that region. Raynham very roughly around Brockton.
PMN focuses on core competencies. Auditing and Accounting Taxation Information Technology/Computer Consulting Business Consulting Business Valuations
Four Main Industries Seved Non-Profit Organizations *What types? Community Banks Manufacturing and Distributors Technology Based Business
Less bureaucratic constraints compared with a very large firm.
Interesting Assortment of clients such as NPO's, financial institutions, and invesment companies. *Ask about Patriot Act for investment companies. Technology Manufacturing and Distribution Construction Musicians and Artists Government and Public Sector
Services offered Accounting and Auditing Tax and Financial Planning Business Valuations Sarbanes-Oxley Compliance *An interesting point to speak about Sales Tax Services Internation Taxation Accounting Software Selection and Implementation Consulting Services *I imagine Sarbox has affected that, as well as tax work. Fraud prevention and detection Investment Review Internet Commerces
as well as professional affiliations.
Long history with technology companies such as EMC Data Storage Targeted services for technology companies Preparation of financial statements and tax returns Assistance in accessing critical business information Tax planning Strategic and tactical business planning
Services in general Auditing and Consulting Attest and related services Implementation of Financial Accounting Standards Focus reports for brokers/dealers AIMR performance measure audits *Ask what AIMR refers to Special Analyses
*Which of your industries do you find the most highly regulated?
Has an AICPA Private Companies Practice Section.
Training in IT Technology *Smartforce?
For Non-Profit clients provides review of internal procedures efficiency and control Budgeting and future capital needs *I remember reading something about Christian children's funds
Offers audits, reviews, and compilations of financial statements *When would a staff member work on which?
Wolf and Company P.C. docsavage80 Send IM Send Email Remove Author | Ban Author
Wolf has formal alliances with over 100 of the top regional accounting firms in the U.S. and internationally. -Have larger firms been pushing business down to smaller firms?
They say the provide their clients with a customized engagements team that includes at least two members from their management group.
Services Accounting, Auditing, Business Consulting Audits of financial statements Reivew of internal accounting controls *Sarbox again? Business Valuations Mergers and Acquistions Due Diligence SEC Financial Reporting *So they have stock listed clients. Profit Planning Assistance in Preparing Financial Forecasts proposals Tax Private Letter rulings IT Risk Assessment Network Security Review Safeguarding Customer Information Incident Response Plan USA Patriot Act Review *Patriot Act Review; ask about that and article in Humanist Compliance Management System Implementation Compliance Training Programs
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Internal Audit-Lending, Branches, Non-Deposit Investment Products
Industries Served Wolf has one of the largest Financial Instiutions Practice in the New England. Manufacturing Printing Professional Services Software Wholesale Distribution
Firm is qualified to practice before the SEC; therefore, the firm audits the financial statements of public companies. Wolf has also assisted a number of clients with all aspects of their initial public offerings.
We provide our clients with a customized engagement team that includes at least two members from our management group.
Services offered include; Audits of Financial Statements Review of internal accounting controls Business Valuations Mergers and Acquistions Due Diligence SEC Financial Reporting Profit Planning Assist in preparing financial forecasts Review of internal accounting controls *Another Sarbox relevant part Incident Response Plan
Best of both worlds; resources and client base of a large firm; in the atmosphere of a smaller firm.
Wolf's mentoring program: Performance Evalutions
Evaluated after every assignment both verbally and in writing; written evaluations are designed to hightlight performance strengths as well as areas for development.
Assigned a career counselor to assist in one's development in a formal environment.
Brown and Brown docsavage80 Send IM Send Email Remove Author | Ban Author
highest quality people 80+ employees provides auditing, tax, and consulting services to clients of all sizes and diverse assortment of industries provide a higher level of service and expertise than usual targets businesses in flux; start-up, merger, acquistions, disposition, succession
*responsive team-oriented approach *provides a breadth of services
Team Focus/Personal Attention Balance
Different experience than working with other accounting firms *Ask about size of teams
Types of clients securities broker/dealer professional service firms health care high technology manufacturing construction companies select not-for-profit organizations *How chosen?
Audit and Accounting Services Audits Reviews Compilation SEC Financial Reporting *How has Sarbox impacted things? Management letters Periodic Reports *Ask about this Agreed-upon procedures Internal audit *Sarbox shows up Review of Internal Accounting Controls *Sarbox DOL Limited Scope pension audits Outsourced Accounting Services (What types of clients tend to go for which types of service?)
Member of GMN international
Kathleen M. Donnelly, Auidt Manager, training programs for internal technical seminars.
GT Reilly docsavage80 Send IM Send Email Remove Author | Ban Author
GT Reilly is a member of Moore Stephens International Limited, a network of over 259 independent accounting and consulting firms.
A Professional Career We are a highly regarded 45+ year-old innovative, growing regional accounting firm committed to delivering quality accounting, tax, and business consulting services to a diversified clientele.
G.T. Reilly & Company firmly believes that the size, structure, attitudes and philosophies of a firm of our size creates the kind of environment best suited to enabling you to reach your carrer goals.
Job Opportunities - Public Accounting Professionals
Staff Accountant - Audit and Accounting Department
Positions are available for professionals with 0-2 years of accounting and auditing experience. Individuals at this level normally have a college degree with a major in accounting or other related business field. Staff accountants are expected to:
(1) Become familiar with the firm's policies and procedures. (2) Know the rules, regulations, and code of professional conduct of the AICPA. (3) Progress professionally by working toward passing the CPA Exam as soon as possible. (4) Become familiar with pronouncements of the FASB, AICPA, and when assigned to governmental engagements, the GAO and GASB. (5) Prepare financial statements. (6) Obtain exposure to the types of financial statement engagements offered by the firm. Senior Accountant - Audit and Accounting Department
Individuals at this level normally have a minimum of 1-2 years' experience as a semi-senior or equivalent experience as deemed appropriate by the directors and normally have passed the CPA Exam. Seniors are expected to:
(1) Know and understand the reason behind the firm's policies and procedures. (2) Possess technical knowledge sufficient to supervise staff accountants and semi-seniors. (3) Begin acquiring the skills necessary to develop quality client relationships. (4) Begin to develop a command of GAAP, OCBOA, unique or specialized accounting principles, and financial statement presentations. (5) Obtain a thorough understanding of generally accepted auditing standards and common audit procedures and techniques. (6) Assume responsibility for efficiently supervising both audit and nonaudit engagements.
We offer a diversified benefit package and salary commensurate with experience.
Please mail/fax/email resume and salary requirements to:
Director of Personnel G.T. Reilly & Company 424 Adams Street Milton, MA 02186-4358
Fax: 617-698-1803 Email: firstname.lastname@example.org
G.T. Reilly & Company and the Reilly Group of Companies Since 1955, G.T. Reilly & Company has been serving a diversified clientele with a commitment that has earned us an enviable reputation.
In addition to G.T. Reilly & Company, the Reilly group includes Reilly Consulting Group, Inc., Reilly Financial Advisors, LLC, Moore Stephens Reilly, PC, and ReillyTech Through this range of related entities, the firm provides accounting and auditing services, business consulting, employee benefit planning, business valuations, litigation support, merger and acquisition expertise, personal and estate planning, and information technology services.
The Reilly group of companies provides this full range of accounting and consulting services locally, nationally and internationally. This group and its expert employees is known for integrity, confidentiality and thorough professionalism, whether dealing with individuals, closely-held family businesses, mid-size companies or large multi-national organizations.
Long-term clients specialize in a variety of disciplines, including: Banking Construction Distribution Education Energy High Technology Law Long Term Care Manufacturing Medicine Media and the Arts Nonprofit Publishing Real Estate Recreation Religion Retail Service Transportation Trusts
We communicate with clients on a continual basis. The latest information on important items such as changing tax law and current business trends is transmitted to our clients in a timely manner via personal contact, special reports, seminars and our own newsletter, the Reilly group's Business Advisor.
G.T. Reilly and the Reilly group of companies provides a diversified client base with a wide range of specialized business services. Throughout these activities, a personalized approach is emphasized-- each client, large or small, benefits from regular one-on-one meetings with an account manager or director, and continuity of personnel is always maintained.
Professionals at G.T. Reilly & Company pride themselves on their ability to find innovative solutions that help clients in both the short and long term. To maintain this edge, the firm is fully computerized, affording instant access to a wide range of database services and assisting in staying abreast of changes and trends in accounting procedures, the law, and business.
Founded in 1955, this company has a long history of providing quality services for an expanding list of regional, national and international clients. Over time, the range of services has been expanded in response to client needs.
A full range of CPA client services is proved by G.T. Reilly & Company. These quality services are characterized by a team approach and knowledge of each clients's business objectives. G.T. Reilly & Company services include:
Auditing and accounting services Financial statement audit, review and compilation Financial planning Budget, forecast and business plan evaluations Cash management advice Performance monitoring and reporting Tax services Tax planning Federal and state law knowledge Tax change interpretation (statutory, judicial and administrative) Representation with taxing authorities Employee benefit planning Benefit plan design and installation Administered by Reilly Benefits Internal auditing processes Internal audits conducted by professionals Auditing procedure development Internal control reviews Cost-effective internal audit performance Business Consulting
G.T. Reilly & Company also provides complementary client consulting services, including:
Accounting and tax strategy advice Financial system enhancements Operational process audits Internal control reviews Benchmarking Profit enhancement Potential business process improvements E-commerce applications and solutions Merger and acquisition advice Cost segregation studies In addition, other specialized consulting services are provided by Reilly Consulting Group, Inc. and related entities.
Employee Benefit Planning
Employee benefit plans play a significant role in the hiring of top job candidates, and in securing the goodwill and company loyalty of current staff.
Reilly Benefits, is proficient in many benefit packages, including Retirement Plans (qualified and unqualified) and Cafeteria Plans. Benefit planning expertise includes plan design and installation, employee education, plan administration, trust accounting, compliance testing, Internal Revenue filings and consulting.
Following consultation, technically qualified professionals recommend a benefit package--401(k), profit-sharing, ESOP or Section 125--that is consistent with the client's objectives. Once selected, the plan is explained to employees and, simultaneously, the process of installing and administering the plan is begun.
Once in operation, an ongoing dialog with management is maintained to ensure that all facets of the plan are running smoothly and to make adjustments when necessary.
Friedman, Suvalle, and Salomon docsavage80 Send IM Send Email Remove Author | Ban Author
Friedman, Suvalle & Salomon, P.C.
Client Services: Accounting; Auditing; Business Consulting; Business Valuation; Compilation and Review; Compliance Audits; Computer Systems Consulting; Corporate Tax; Divorce Accounting; Employee Benefits Plans; Estate and Gift Tax Planning; Financial Services; Forensic Accounting; Government Accounting & Auditing; Individual Tax; Internal Control Systems; Litigation Support Services; Management Advisory Services; Mergers, Acquisitions, Liquidations; Multi-State Tax Issues; Operational Audits; Personal Financial Planning; Representation before the IRS & DOR; Small Business Services.
Industry Specializations: Arts/Entertainment; Biotech; Communications; Condominium/Timeshare Associations; Construction - contractors and associated services; Food Service; Franchises; Government Contracting; Health Services; High Tech Industry; Manufacturing; Not-for- Profit; Professional Service Providers; Real Estate; Retail/Wholesale; Security and Commodity Brokers; Service Businesses; Sports/Leisure; Textile & Apparel; Transportation.
Firm empasizes building strong interpersonal relationships
Firm continually upgrades facilities, computer equipment, and software
Firm specializes in closely held businesses, high net worth individuals, NPO organizations
CPE courses provided, extensive library
Firm is a member of the private company practice section of the AICPA
Firm emphasizes developing the Right Business Strategy; perhaps lean accounting?
"We help you restructure your financial statements to reflect product lines, locations, commonly managed profit centers, incremental contribution margins for new and mature products, overhead costs, and cost centers. *An emphasis on value streams.
Exit strategies suggestions Audits, reviews, and compilations provided
Creative short and long-term tax planning strategies, prepare tax returns for high-net-worth individuals, business owners, start-up, growth-oriented and mature businesses, trusts, and estates.
Has Relia-Tech as an affiliated business.
The firm has a unique culture that seeks a valuable new perspective from new associates.
Levine, Katz, Nannis, and Solomon docsavage80 Send IM Send Email Remove Author | Ban Author
Levine, Katz, Nannis & Solomon, P.C.
Client Services: Bankruptcy and Work-Out; Budgets; Business Acquisitions and Dispositions; Business Plans and Valuations; Computer Consultations; Computer Software Evaluation and Installation; Corporate and Partnership Formation; Estate Planning; Executive Searches; Financial Consultation; Forecasts and Projections; Litigation Support; Loan Requisitions and Reports; Operations and Dissolution; Strategic Business Planning; Taxation; Tax Planning and Compliance.
Industry Specializations: Distributors; Engineering and Architecture; Food Service Providers; Garment Industry; High-tech Computer Software Companies; High-tech Research and Development; Law Firms; Manufacturing; Medical and Dental Practices; Non-Profit Organizations; Real Estate Development; Restaurants; Retailers; Service/Trade Consulting; Start-up Companies. **Law firms. I have not seen too many firms that cater to law firms. As for real estate development, ask about REITS, Merchant Building, Malls, Office Space, Vacany Rate
"Not so large that you become a number-or so small that we can't take on a full range of services-even for our larger clients".
Services Accounting and Auditing Estate Planning Tax Planning and Compliance Medical Practice Management Brankruptcy and Work-out Budgets, Forecasts, and Projections Financial Consultation Loans
Firm has one of the largest medical CPA practices in New England.- including sole pracitcioner, group practice hospital, health care provider.
For high technology firms, LKN+S has gained the reputation of "Route 128's accounting firm". LKNS sponsors both the MIT Enterprise Forum TCN group and the Monthly Emerging Business Forum together with 128 ventrepeneur group. Think of the value to you from our targeted contacts. We know the people that you need to contact. --Networking in action.
-Nothing on real estate.
Q. What can LKN+S do for me?
A. LKN+S can help take advantage of the constantly changing financial face of medicine. LKN+S offers these 7 prescriptioins for a healthy bottom line: 1. structuring the business of medicine 2. controlling costs 3. setting-up & analysis of accounting/computer systems 4. developing practice procedures 5. planning and preparation of taxes 6. accounting and bookkeeping consultation, and 7. personalized problem solving.Q . How does a technology/emerging business group choose an accounting firm that understands High-tech needs?
A. Simply put, "track record." LKN+S is coming to be known as "Route 128's accounting firm" because we have "been there and done that." Daily, LKN+S is adding new clients, because we have seen it all and done it all. Whether you need to:
- set-up your accounting and business systems - develop a business plan - obtain capital or bank financing - structure ISO and stock plans - set-up compensation plans - develop the most advantageous tax planning structures, or -grow your company, we understand your business and can help find solutions.
Q. How can an accounting firm know what it's like to walk in our shoes?
A. We are in touch with technology and emerging businesses because we sponsor both the MIT Enterprise Forum TCN Group and the monthly Emerging Business Forum together with the 128 Venturepreneur Group. Think of the value to you from our targeted contacts. We know the people that you need to contact. Our resources are like a bank account that you can access anytime.Q. Can you name some clients?
A. Our work is confidential; however, here are three examples:
-A six person Internet Start-up recently purchased by Lycos -A five person Consulting/training firm spun out of a public company, and -A fifty person software firm.
Real Estate under construction
Q. Restaurant and food service business are like no other. How can you help?
A. Our accountants are professionals that know the recipe for your success. The first ingredient is to provide you with the industry norms. These tangible figures are integrated into your business plan and goals. Whether you operate a small cafe, a multi-location restaurant chain or a large food distribution company, we can quickly spot the specific areas that you need to address. We provide consulting services and creative solutions to meet those needs. Although the food business is an art, to make your profits grow, we provide the science of numbers. For us, it's as easy as pie.Q. What have you found to be the biggest mistake that businesses make?
A. We have found that businesses do not plan to fail; they fail to plan. Without the proper tools, the planning never starts. We have the tools to show you the 4 ways to grow your business.
Q. How can I manage my business, and at the same time, monitor and measure it?
A. At LKN+S, we give you Key Performance Indicators that are the critical elements for successfully managing your company's growth. Simultaneously, we teach you how to work smarter. You worked hard to get your company up and running; now, let your company work for you.Blended Formats Engage all Learners Grant Thornton, a Chicago company, needed managers to be champions because they're the ones who will get employees to use the learning. By Sarah Fister Gale --------------------------------------------------------------------- -----------