Burlington Community Financial Center

About Since 1977, our unique CPA firm has helped government grantees and contractors navigate the complexities of the Federal Acquisition Regulation ( FAR ). We've helped our clients obtain and manage more than a billion dollars in federal grants and contracts from virtually every government agency. Our clients trust us to save them time, hassle and money. We enjoy an outstanding reputation and work on a first-name basis with most senior officials the NIH's Division of Financial Advisory Services ( DFAS ) as well as DoD auditors. We are expert in all of the government's nuanced financial terms and conditions, and have developed a national reputation for negotiating indirect rates. We make the audit and negotiation process simple, and in the process, we safeguard your resources and your reputation. Most Phase 2 grants and contracts contain terms and conditions that include the allowable costclause. As a result, your financial information ( including direct and indirect costs ) and the adequacy of your accounting system will be audited annually by either Financial Advisory Services ( DFAS ) or Defense Contract Audit Agency ( DCAA ), depending on the funding vehicle. Our core services include preparing all the necessary documents, and representing you during these audits. In addition to the annual incurred cost audit, the National Institutes of Health ( NIH ) and several other agencies may require a program-specific audit an OMB A-133 or yellow Bookaudit if the grantee expends more than $500, 000 per year.

North Shore Advisory Group, Inc. is a financial planning firm located in Bedford, MA, dedicated to helping individuals and businesses achieve their financial goals. With a proactive approach, they assist clients in understanding the opportunities available to them and develop personalized financial plans to meet their needs. Offering both personal and business financial planning services, North Shore Advisory Group provides a range of resources, including videos, calculators, and articles, to support clients in making informed financial decisions. As registered representatives of Lincoln Financial Advisors Corp., the team at North Shore Advisory Group is licensed in multiple states and offers insurance and investment advisory services. Committed to providing comprehensive financial guidance, they emphasize the importance of evaluating the big picture and regularly reviewing financial plans. While they do not offer legal or tax advice, they encourage clients to seek the assistance of professionals in those areas when making related decisions. North Shore Advisory Group is dedicated to helping individuals and businesses navigate their financial journeys and achieve long-term success.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.