Business Details
Trusted Accounting & Business Advisory Services in Boston
BacallConniff is a certified public accounting and business advisory firm with over five decades of experience serving clients in Boston's financial district. Our team of seasoned CPAs provides comprehensive accounting, tax planning, and consulting services tailored to businesses, nonprofits, and individuals. We prioritize ongoing education, requiring all partners to hold advanced degrees and staff to pursue specialized certifications.Our expertise spans corporate accounting, payroll services, trust and estate planning, and industry-specific solutions for restaurants and hospitality. We measure success through client achievements, combining technical excellence with personalized service to deliver actionable financial strategies.
Services
Payroll Services
Trust and Estate Services
Restaurant & Hospitality Accounting
Not-for-Profit Audits
Tax Planning
Financial Consulting
Corporate Accounting
Estate Planning
Business Valuations
Management Advisory
Highlights and features
- We have over 50 years of experience in accounting and business advisory services.
- Our team requires advanced degrees in business or taxation for all partners.
- We offer industry-specific solutions for restaurants, hospitality, and nonprofits.
- We provide seamless integration of payroll and financial reporting systems.
- Our firm meets federal audit standards for Yellow Book and OMB Circular A-133.
Services
Payroll Services
Our payroll services streamline labor cost integration with financial statements through a secure 24/7 portal. Clients process payroll electronically while maintaining internal controls. We ensure compliance with tax filings and provide employee access to secure records.
Restaurant & Hospitality Accounting
We deliver tailored accounting solutions for restaurants and hospitality businesses, including start-up guidance, operational analysis, and expansion planning. Our technology-driven processes reduce redundancy while maintaining accurate financial reporting and tax compliance.
Not-for-Profit Audits
Our firm specializes in audits, reviews, and tax services for 501(c)(3) organizations, churches, and trade groups. We meet federal Yellow Book audit standards and provide expertise in OMB Circular A-133 compliance for government-funded entities.
Trust and Estate Services
We offer trust consultation and tax filing services for estates, helping clients with asset protection and intergenerational wealth transfer. Our team collaborates with attorneys to create customized solutions for family and tax planning needs.
Corporate Accounting
We provide comprehensive accounting, tax planning, and advisory services for corporations, including financial statements, cash flow projections, and CFO-level strategic guidance to support business growth and operational efficiency.
People
James D. Conniff
Managing Principal
With over 50 years in private practice, James holds an MBA and certifications as CFP and CVA. He leads the firm's strategic direction and client relationships.
Jeffery E. Richards
Principal
A CPA and CVA with a Master of Science in Taxation, Jeffery oversees nonprofit client services and tax research with 20+ years of firm experience.
Chandra C. Witkowski
Principal
Chandra specializes in restaurant and hospitality accounting, holding an MBA and Graduate Diploma in Professional Accounting with 16+ years at the firm.
Letitia C. Reed
Principal
Details unavailable in text. Serves as principal with focus areas unspecified in provided content.
Questions
What accounting services do you offer for restaurants?
We provide full-cycle accounting, tax compliance, and operational analysis tailored to restaurant and hospitality businesses with 50+ years of industry expertise.
Do you handle nonprofit organization audits?
Yes, we perform audits, reviews, and tax services for nonprofits including Yellow Book audits under OMB Circular A-133 compliance standards.
How does your payroll service integrate with accounting?
Our payroll system automatically updates financial statements with labor costs through secure 24/7 access while maintaining internal control protocols.
What estate planning services are available?
We offer trust consultation, tax filings, and wealth transfer strategies working closely with client attorneys to create customized estate solutions.
Are your CPAs certified and qualified?
All partners hold advanced degrees with staff pursuing certifications. We maintain memberships in major accounting societies and industry groups.
Reviews (1)
Woods Hill Table
Apr 18, 2018
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Gail A*****lt has been nothing but wonderful for our staff and our business. Highly responsive and is always there to answer any question we have!
