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Industry & Professional Commitment

As a top regional CPA firm, we know that our experience and expertise is enhanced by being involved with the organizations that support the industries we work in. 

Business Community

  • Associated Industries of Massachusetts (AIM)
  • Association for Corporate Growth (ACG)
  • Boston Estate Planning Council (BEPC)
  • Family Office Exchange (FOX)
  • Greater Springfield Chamber of Commerce
  • Massachusetts Food Association (MFA)
  • Middlesex County Chamber of Commerce
  • National Association of Corporate Directors (NACD)
  • The New England Council
  • Smaller Business Association of New England (SBANE)

Community Banking

  • Financial Managers Society (FMS) – National, Boston, CT, NY/NJ and PA Chapters
  • Bank Compliance Associations: Bank Compliance Association of CT, Eastern MA Compliance Network, Western MA Compliance Association
  • Banking Associations: CA, CT, LA, MA, ME, NH, NJ, NY, PA, TX, VA, VT, American Bankers, CT Community Bankers, Independent Bankers Association of NY (IBANYS), MA Bank Internal Auditors, Northern NJ Community Bankers, Southern NJ Community Bankers, Western Independent Bankers (WIB)
  • The Center for Financial Training (CFT)


  • Healthcare Information and Management Systems Society (HIMSS) New England
  • MassBio

Private Client Services

  • Boston Estate Planning Council (BEPC)
  • Family Office Exchange (FOX)

Investment Advisors

  • 100 Women in Finance
  • Hedge Fund Association, Boston Chapter
  • Investment Advisor Association 
  • Women and Venture Equity

IT Security

  • Information Systems Audit and Control Association (ISACA), National, New England and New York
  • InfraGard, Boston

Professional Services

  • Association of Legal Administrators (ALA)


  • 406Ventures
  • The Capital Network (TCN)
  • Northeast Clean Energy Council (NCEE)
  • Smaller Business Association of New England (SBANE)
  • WeWork