| The Experience and Knowledge to Make a Real Difference
The team of professionals who will be assigned to handle your account possess the specific experience and training to make a real contribution to the success of your business. We are capable of providing expert compliance work, as well as a broad range of other accounting, management and financial services.
The real strength of our firm comes from the combined abilities of our team of professionals. While certain members of our team are assigned to handle the work of individual clients, each team member takes an interest in the success of every client and we do not hesitate to draw from their experiences and talents when needed.
Special Qualifications
Along with meeting all of the requirements that would be expected of an accountant, our team of professionals possess specific skills, training and experience that make them valuable to each of our clients. The following is a partial of certifications and special qualifications held by members of our firm:
- Advanced Estate Planning
- Business Valuation
- Certified Financial Planner® (CFP)
- Certified Mutual Fund Specialist (CFS)
- Certified Public Accountant (CPA)
- Certified Quickbooks ProAdvisor
- Life, Disability and Health Insurance License
- Master Degree in Taxation
Unique Industry Experience
In addition to our general business experience, the members of our firm have extensive experience and training working with specific industries. This experience, that is unique to a particular industry, allows us to craft innovative solutions that add to your bottom-line. Those industries include:
- Automobile dealers
- Construction/Contractors
- Manufacturers
- Physicians/Health Care
- Real Estate
- Restaurants
- Retailers
- Service Organizations
- Technology
- Time Share/Hotels
- Wholesale/Distributors
Memberships and Affiliations
All certified public accountants employed by Shepherd & Goldstein belong to the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Additionally, the firm is a member of the American Institute of Certified Public Accountants and, as such, participate in peer reviews of our auditing and accounting procedures and quality controls.
The following are memberships held by our firm or members of our firm:
- Member, American Institute of CPAs (AICPA)
- Member, American Resort Developer Association (ARDA)
- Member, Annuities Fixed Indexed Life Disabilities Long-Term Care Insurance Association
- Member, Auto Dealer Consultants Association (CADCA)
- Member, The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields.
- Member, Financial Planning Association
- Member, Massachusetts State Automobile Dealers Association (MSADA)
- Member, Massachusetts Restaurant Association (MRA)
- Member, Massachusetts Society of CPAs (MSCPA)
- Member, Massachusetts Society of Enrolled Agents
- Member, National Association of Certified Valuation Analyst (NACVA)
- Member, National Association of Enrolled Agents
- Member, RANONE (Largest Network of Independent Accountants)
- Member, Society for Human Resource Management (SHRM)
- Partner, ROCG (International Consulting Group) ~ Affiliated Company, ROCG~S&G Consulting Group LLC
- Licensed to practice - Maine
- Licensed to practice – Massachusetts
- Licensed to practice – New Hampshire
- Licensed to practice – Rhode Island
Continuing Education
We believe that Continuing Professional Education is essential. In today's demanding business environment, our firm is dedicated to providing the most current business and tax techniques and solutions to ensure a client's financial success. To that end, all certified public accountants must participate in a minimum of 40 hours of formal continuing professional education each year, while non-certified team members are required to participate in a minimum of of 32 hours of formal continuing education.
Community Involvement
Shepherd & Goldstein encourages team members to get involved in the communities we serve. Members of the firm serve as officers or board members for various community, governmental, cultural and religious organizations, and in the past have sat on committees for the Massachusetts Society of CPAs.
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