About CBD

CBD is invested in your financial future. From the onset, we collaborate with our clients to really understand their personal and business financial needs – because the best relationships are built on a solid foundation. As your year-round advisor, we are focused on addressing the challenges you face and providing a gateway to the resources you need to operate more efficiently, no matter the complexity of your business or personal situation.

Firm Profile

We know that commitment is contagious. That’s why your commitment to your company or financial goals quickly becomes our commitment to your success. By making a personal investment in each and every client, we quickly become an extension of your team – accessible and attentive year-round. And as a result of our long-time membership in the BDO Alliance USA, we provide the same quality resources and detailed financial services of a large national firm, without compromising the personal attention and timely service our clients deserve.

Meet Our Financial Team

We’ve built a great team at CBD. Our staff is highly educated, certified, and experienced. Whatever your industry, whatever your needs – our tax, audit and accounting experts are here to help. Get to know the people that make our firm the best in the business.

More About Us

Why CBD

At CBD, we emphasize frequent peer-to-peer collaboration underpinned by strong relationships with our firm’s top management. Our founding partners are directly involved with the strategic aspects of all client engagements, and our infrequent staff turnover means you’ll see consistent, quality results year to year. Because we understand and respect your business or individual vision, we will never compromise our integrity or fail to deliver the personal attention and timely service you deserve.

At CBD, we treat everyone as if they’re a client of the firm, rather than this person’s client, or that person’s client. That way, when an issue comes up we’re all working together to satisfy the client needs and there’s no real push and shove to work on one person’s client over another. As a result, our responsiveness is one of the things that our clients appreciate most.

Todd McGrain, CPA, Manager

Alliances

Our involvement with national and regional associations grants us access to incredible resources, networking and support – all of which enables us to deliver unmatched service to you, the client.

BDO ALLIANCE USA
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.

The BDO USA, LLP – BDO Alliance USA
The American Institute of Certified Public Accountants (AICPA)
The Massachusetts Society of Certified Public Accountants (MSCPA)
The AICPA’s Private Companies Practice Section (PCPS)
The AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC)

 

What Our Clients Have To Say…

Everyone who works at CBD has their own unique strengths, so when we come together as a team we can each contribute something different.

Nathalie Morse, CPA, Senior Accountant

We have excellent relationships with our clients and they’re not afraid to reach out to us year-round. Compared to some client/firm relationships that just involve doing tax returns or financial statements once a year, we can really help our clients grow their business and make the right decisions.

Todd McGrain, CPA, A&A Manager

Over the years, many things have changed, but what’s stayed the same has been a commitment to delivering the best product for our clients in a timely manner. There’s a real effort at CBD to do the best that we can do, every day

Robin Gendron, Controller

There are at least a dozen clients, that have been here since I started back in 2002, that I talk to almost every day. When they call, I can have a 5-minute conversation with them before I send them off to whomever it is that they’re calling. It’s that personal connection that’s always been here.

Melissa Coveney, Office Manager; Notary Public

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Reach us by phone or email. Just tell us what you need and we’ll assemble the right team