Practice Merger

I have some exciting news to share with you today.  There have been a number of changes in my accounting practice over the last couple of years.  One thing that has remained constant is my commitment to take care of you, my clients, in every way that I can.  Today I am writing about another big change.

No, I am not retiring!

I am merging my practice with another larger, well-respected firm based in Newburyport, Massachusetts.  I have known Keith Congdon of Ambrosi Donahue Congdon, CPAs for several years and consider him a good friend.  After this merger, I will keep working with you as a client for tax planning & tax preparation.  You will still be able to drop off & pick up information and meet with me at the same location.  Essentially, I have hired a larger firm to be my back office while I get to focus on client service.

We will keep the office in Hampton open where I have worked since 2004.  As we have opportunity, I will introduce you to some of the other staff.  But the bottom line is that I will still be your accountant, and through this merger will be able to provide an additional layer of service to you.  Also, I will continue to be available for financial education and planning using the product-neutral platform of Financial Stories.

Keith and I and the other staff in the Newburyport office are looking forward to an exciting future for our combined firm.  The transition should be relatively easy as our computer systems, software, and processes are very similar.  I hope you will feel comfortable and well cared for in this transition.  And I would be happy to talk with you further should any questions arise.

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