Shepherd & Goldstein Business Consultants and Certified Public Accountants
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About Us

Meet Our Team

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, The Alliance of Merger & Acquisition Advisors (AM&AA) including a Certified Merger & Acquisition
    Advisor (CM&AA)
  • Member, American Institute of CPAs (AICPA)
  • Member, Annuities Fixed Indexed Life Disabilities Long-Term Care Insurance Association
  • Member, Auto Dealer CPAs (ADCPA)
  • Member, Manufacturing CPAs (MCPA)
  • 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 Enrolled Agents
  • Partner, ROCG (International Consulting Group) ~ Affiliated Company, ROCG~S&G Consulting Group LLC
  • Licensed to practice in numerous states as required including Massachusetts, Maine, New Hampshire, etc.

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.

So how do you differentiate and choose from a group of people all saying the same thing? At Shepherd and Goldstein, it’s the implementation of “1,000 little things” that make the difference.
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All of our work is guaranteed. You are the sole judge of the end product, and if you believe you have not received a measurable value for a particular service, you may withhold payment.
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