Business Details
Expert Accounting and Business Consulting Services in Concord, NH
Nathan Wechsler has been dedicated to improving client outcomes, staff development, and community impact for over six decades. Our firm prioritizes authentic relationships, delivering forward-thinking solutions tailored to entrepreneurs, startups, and established businesses. With three New Hampshire locations, we combine principal-led expertise with industry specialization to address complex challenges beyond financials. Our approach ensures clients receive seasoned guidance while fostering innovation.We actively engage in local communities as volunteers and advisors, reinforcing our commitment to holistic growth. By maintaining open communication and adapting to client needs, we help organizations navigate economic fluctuations with confidence. Our reputation as trusted advisors is built on decades of measurable success and client loyalty.
Services
Tax Services
Accounting
Auditing
Business Consulting
Business Valuations
Due Diligence
Employee Benefit Plan Audits
Highlights and features
- We provide principal-led service with 60+ years of combined experience.
- Our team holds specialized expertise in construction, healthcare, and nonprofit industries.
- We maintain a 94 Net Promoter Score for client satisfaction.
- Our professionals lead employee benefit plan audits as AICPA members.
- We combine tax compliance with strategic business advisory services.
Associations and certifications
- CPAmerica
- American Institute of CPAs Employee Benefit Plan Audit Quality Center
What people say
94 current NPS score
Client satisfaction survey results
Trusted advisors
Principal-led service
Industry specialists
Services
Tax Services
Our tax professionals provide comprehensive compliance and strategic planning for businesses and individuals. We minimize liabilities through federal/state tax analysis, merger transactions, and credit opportunities while offering IRS representation. With evolving regulations, our team ensures clients maintain optimal tax positions through proactive planning and accurate reporting.
Business Valuations
We deliver objective business valuations for mergers, acquisitions, and succession planning. Our certified professionals analyze financial statements, market conditions, and tax implications to produce defensible valuations. Services include estate tax planning, buy-sell agreements, and asset vs. stock sale strategy analysis to support critical business decisions.
Employee Benefit Plan Audits
Our AICPA-certified team conducts comprehensive audits for 401(k), pension, and health plans. We ensure ERISA compliance while minimizing operational disruption. Services include IRS Form 5500 preparation, plan design consultation, and internal control assessments. As members of the AICPA Employee Benefit Plan Audit Quality Center, we maintain the highest audit standards.
Due Diligence
We provide buy-side and sell-side due diligence for mergers and acquisitions. Our analysis covers financial accuracy, liability assessments, and tax compliance. The team evaluates working capital adjustments, internal controls, and purchase agreements to identify risks and ensure smooth transactions for buyers, sellers, and investors.
Business Consulting
Our consultants offer strategic planning, succession guidance, and performance optimization. We help businesses develop growth strategies, implement financial systems, and structure compensation plans. Services include merger integration, cash flow analysis, and software selection to improve operational efficiency and long-term sustainability.
People
Andrew G. Edwards
Associate
Andrew supports clients with accounting and tax compliance services, bringing technical expertise to small business and individual tax planning engagements.
Jamie Tymann
Chief Operating Officer
Jamie oversees firm operations and ensures efficient delivery of accounting services while maintaining high client satisfaction standards across all practice areas.
William J. Beauchesne
Principal
William provides senior leadership in audit engagements, combining decades of experience with specialized knowledge in financial reporting and regulatory compliance.
Stephen F. Lawlor
Principal
Stephen specializes in tax strategy and business consulting, helping clients optimize financial structures and navigate complex tax regulations.
Oreste J. Mosca
Principal
Oreste leads employee benefit plan audit engagements, leveraging specialized AICPA certification to deliver compliance solutions for retirement and health plans.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services along with internal control evaluations and financial forecasting to ensure accurate reporting and strategic decision-making.
How do you support business growth?
Our business consulting includes strategic planning, cash flow analysis, and merger/acquisition guidance to help companies implement growth strategies and operational improvements.
What tax planning services are available?
We offer comprehensive tax planning for individuals and businesses, including entity selection, transaction tax analysis, and IRS representation to minimize liabilities.
How are valuations conducted?
Our certified professionals use financial analysis and market data to determine business values for estate planning, mergers, and ownership transitions with detailed reporting.
What makes your firm different?
We combine principal-led service with industry specialization, maintaining a 94 NPS score through personalized attention and 60+ years of proven expertise.
