Meet The Team

You want your CPA to feel a personal investment in your business, and that’s exactly what we strive to achieve. We do this by investing in our people and training them to be more efficient and effective in their roles. In doing so, we have built a rock-solid team of tax, audit and accounting experts ready to serve you.

Jerry Bolduc, CPA

Partner

Jerry has been working hand-in-hand with regional businesses and their owners for over 25 years. His portfolio of clients includes landmark companies in manufacturing, distribution, automotive, professional services, and construction industries. With expertise in strategic planning and goal setting, financial reporting systems, mergers and acquisitions, business and strategic tax planning, family and management succession plans, and debt financing alternatives, Jerry is a resource for clients and a mentor to the staff. Ask him about GAAP and GAAS guidelines, federal and state income tax regulations, and succession and business planning alternatives!

Jerry is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). He earned his Bachelor of Science
in Accounting from Merrimack College.

Jerry lives in North Andover with his wife Nanci. He enjoys boating, summers in Maine, spending time with family, and is a self-proclaimed hockey enthusiast.

In 1988, we founded CBD on a shared vision of strong customer service. The firm has grown in size and embraced 25 years of change, but fostering strong relationships with clients remains core to our business. So whether it’s today or another 25 years from now, it is our ongoing mission to provide clients –big and small, near and far – with dedicated attention at every point of contact.

– The CBD Partners

What Our Team Has To Say…

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 Ayres, Office Manager; Notary Public

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Let's Talk!

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