Straight Forward Wealth Management

Daniel F. Rich & Associates Inc., located in Danvers, MA, specializes in a comprehensive range of accounting and tax services, tailored for both businesses and individuals. With over 20 years of experience, the firm prides itself on its expertise in tax preparation, corporate financial management, and strategic planning. The firm offers services including tax planning, financial analysis, QuickBooks bookkeeping, and interim CFO and controller services. Additionally, they provide assistance in securing financing and formulating exit strategies for clients looking to navigate corporate transitions. Generated from the website

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

McLarney and Co. LLC is a Chelmsford, MA-based CPA firm that specializes in a comprehensive range of accounting, tax, and financial management services tailored to meet the unique needs of business clients. With a strong focus on small businesses across various industries, including construction, manufacturing, and non-profit sectors, they address industry-specific challenges and compliance requirements to help clients thrive. The firm prides itself on keeping abreast of tax law changes to ensure clients maximize available incentives, allowing them to concentrate on building their businesses. Additionally, McLarney and Co. LLC offers management consulting and is a Certified QuickBooks ProAdvisor, providing expert assistance in navigating financial complexities and strategic planning. Generated from the website