Business Details
36 Years
experience
Trusted Accounting & Tax Services in Williston, VT
Founded in 1990, Davis & Hodgdon Associates, CPAs has established itself as a leader in proactive accounting and financial advisory services. Our firm was built on the principle of strategic financial planning rather than reactive reporting, offering comprehensive solutions including audits, tax preparation, and business succession planning. With over three decades of experience, we serve businesses, nonprofits, and individuals across Vermont and upstate New York, combining deep industry expertise with a commitment to innovation. Our team of certified professionals, including CPAs, CFPs, and CFEs, delivers tailored advice grounded in rigorous analysis and ethical standards. We prioritize client relationships, ensuring personalized service that addresses both immediate needs and long-term goals.Our environmental initiatives and community involvement reflect our dedication to social responsibility. Recognized for our fiduciary approach, we provide fee-only wealth management through our affiliated entity, Copper Leaf Financial. By integrating cutting-edge technology with traditional accounting excellence, we empower clients to achieve financial confidence. Our accolades, including partnerships with organizations like the Vermont Chamber of Commerce, underscore our reputation as trusted advisors. From small businesses to large nonprofits, we remain committed to delivering value through expertise, integrity, and a relentless focus on client success.
Services
Audits, Reviews, Compilations
Business Client Accounting
Succession Planning
Financial Planning
Tax Preparation
Nonprofit Accounting
Wealth Management
Remote Accounting Services
Corporate Social Responsibility
Estate Planning
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of proactive accounting expertise tailored to Vermont businesses.
- Our team includes certified professionals with CFP, CFE, and CGMA designations.
- We provide comprehensive services under one roof, from audits to wealth management.
- Our fiduciary financial planning prioritizes client interests without hidden fees.
- We combine cutting-edge technology with personalized, community-focused service.
Associations and certifications
- CPA
- CFP
- CFE
- CGMA
What people say
Exceeded expectations
Modernized financial practices
Reasonable fees
No hidden charges
Hands-down winner
Services
Audits, Reviews, Compilations
Our audit and attestation services provide nonprofits and businesses with rigorous financial scrutiny and compliance assurance. Certified professionals deliver accurate reporting aligned with industry standards. Clients benefit from tailored insights that enhance transparency and decision-making for organizations across Vermont and upstate New York.
Business Client Accounting
Convergent Accounting offers remote bookkeeping and CFO services to streamline financial operations for entrepreneurs. This solution addresses common pain points like time-consuming accounting tasks and staff turnover. Businesses gain access to dedicated experts who ensure accurate records and strategic financial management.
Succession Planning
We help business owners navigate retirement or ownership changes through comprehensive succession strategies. Our services include valuation, tax optimization, and transition execution. Clients receive customized plans that preserve company legacy while ensuring financial security during leadership changes.
Financial Planning
Copper Leaf Financial provides fee-only, fiduciary wealth management services. Certified planners offer investment advice, retirement planning, and estate strategies. Clients benefit from independent guidance focused solely on their financial interests without conflicts of interest or hidden fees.
Tax Preparation
Our proactive tax planning addresses both individual and business needs with strategic year-round preparation. Certified professionals identify savings opportunities while ensuring compliance. Clients receive personalized advice that integrates with broader financial goals and business operations.
People
John W. Davis
Founding Partner
John founded the firm in 1990 with a vision for proactive financial advisory. He holds CFP certification and has shaped the firm's innovative approach to accounting and business strategy.
Bret L. Hodgdon
Partner
Bret joined as Partner in 2005, leading audit services. He holds CPA, CFP, CFE, and CGMA certifications and specializes in nonprofit accounting and forensic financial analysis.
Matt Cleare
Senior Accountant
Matt provides direct client support with expertise in business tax optimization. He plays a key role in helping clients access financial relief programs and streamline operations.
Kathryn Diedrichsen
Chief Operating Officer
Kathryn oversees firm operations and has served on Vermont business leadership boards since 2014. She ensures efficient service delivery while maintaining the firm's community engagement initiatives.
Mandy Bradley
Partner
Mandy leads the Rutland office with expertise in nonprofit accounting. She actively participates in local community initiatives and represents the firm's commitment to regional economic development.
Questions
What accounting services do you offer for nonprofits?
We provide audits, financial reporting, and compliance services tailored to nonprofit organizations' unique needs.
How does your firm approach tax planning differently?
We focus on proactive, year-round strategies rather than reactive annual preparation to optimize savings.
Do you serve clients outside Vermont?
Yes, we work with businesses and individuals across upstate New York and northern New England.
What financial planning credentials do your advisors hold?
Our team includes Certified Financial Planners and fiduciary advisors registered with the SEC.
How can I schedule a consultation?
Use our online form to request a meeting, and our team will coordinate within 24 hours.
Are your fees transparent and predictable?
Yes, we provide clear pricing with no hidden charges for all accounting and advisory services.
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