Skip to Main Content

Audit, tax, and accounting services

Deep roots. Trusted perspective.

Contact us

Your local accounting partner

BerryDunn, a top 50 US accounting firm and the largest headquartered in New England, offers exceptional client-centered service to organizations across 30+ industries. 

We partner with each client and customize our services based on their unique needs. With deeply experienced audit, tax, and outsourced accounting staff, we take the time to share our knowledge so you can be prepared for whatever is next.  

Services

Our professionals have deep knowledge in specific industries, including healthcare, banking, construction, real estate, renewable energy, and technology. We provide solutions tailored to your organization—solutions designed to make the most business impact.  

Audit and assurance services

We offer a wide range of audit and assurance services to meet the needs of specific industries. We focus on building strong client relationships that stand the test of time, helping clients minimize risk and maximize efficiencies.

Financial statement audits
We work collaboratively with clients to develop meaningful insights that clarify business results, enhance communications with shareholders and bankers, and enable you to make better decisions. Learn more.
Agreed upon procedures
We work with you to establish the testing procedures you need to satisfy your board of directors, bank, regulatory body, or other third party. Learn more.
Reviews and compilations
We evaluate and analyze records to determine what’s working well and where there’s room for improvement, and to gain a clear understanding of whether a full audit is necessary. Learn more.
Employee benefit plan audits
Our team guides you through available alternatives and works to design a plan structure that meets and balances goals, while ensuring compliance with the vast array of evolving tax rules that govern plans.
Learn more.

Tax services

BerryDunn brings a deeply experienced, multidisciplinary team and extensive resources to each client’s unique tax situation. We work closely to develop comprehensive, coordinated strategies to help ensure tax compliance, limit exposure, and optimize performance.  

Credits and incentives
Our tax experts help you gain a tax advantage with federal, state, and local tax credits and incentives such as R&D, renewable energy, qualified opportunity zones, and more.
Learn more.
State and local tax
BerryDunn’s tax advisors can help you gain control of the shifting landscape of state and local tax rules during any stage of a company’s life cycle. Learn more.
International tax
We help navigate the complicated US international tax rules and regulatory processes to mitigate the risk of IRS penalties and benefit your business. Learn more.
Nonprofit tax
We understand and embrace the unique challenges faced by nonprofits and help you develop comprehensive, coordinated, and compliant tax strategies. Learn more.

Outsourced accounting services

Whether you need extra help in your office during peak times or interim leadership support during periods of transition, we can help you. We offer the expertise of a fully staffed accounting department for short-term assignments or long-term engagements―so you can focus on your business. 

  

Back office services

We provide full-service, back office support including A/P, A/R, financial reporting, payroll, and cash flow management.
CFO services

We provide advisory services to management on long-term strategic planning, budgeting, and forecasting, and can assist with industry benchmarking and key performance indicators.
Bookkeeping services

When you don’t have the resources to manage daily accounting tasks or tax season deadlines, our team can serve as an extension of your internal team.
Accounting software consulting and conversion
Whether you have a major software implementation or just need some fine tuning, our team will guide you through the process to streamline and simplify your accounting.

Valuation services

We thoroughly analyze the financial and operational performance of your company to understand the story behind the numbers. We assess current and forecasted market conditions as they impact present and future cash flows, which in turn drives value. 
 

Business valuations
We render an independent, objective opinion of your company’s value, in a reporting format tailored to meet your needs. Learn more.
ESOP valuations
We provide thorough and unbiased ESOP valuation services, tailored to withstand the scrutiny of management teams, ESOP trustees, and the Department of Labor.
Learn more.
Gift and estate valuations
We perform good faith valuations to help you efficiently transfer assets by avoiding delays due to tax penalties. Learn more.

Transaction advisory services

We work with privately held companies and investors, on both the buy side and sell side, providing transaction, capital growth, and due diligence support as well as Quality of Earnings reports. As a BerryDunn transaction advisory services client, you’ll work with a dedicated team of senior leaders, backed by a deep bench of finance experts. 

Benefits of partnering with BerryDunn

Our focus on people, expertise, and innovation helps ensure that our clients receive the best and most personalized service.

One-stop-shop

We can meet all your needs with seamless integration: outsourced accounting services, tax services, business advisory services, and more.

Collaborative

From the simple to the complex, we can help you improve efficiency and lighten the load for your internal team.

Deep industry expertise

Our diverse team has a wide array of industry expertise from renewable energy, real estate, technology, healthcare, non-profits, and others.  

High touch

You can count on us to provide consistent and reliable tax and accounting services and responsiveness designed to fit your needs and move you forward. 

Partnership

We partner with you to make the experience easy, productive, and efficient, customizing our services for your unique needs. 

What to expect at BerryDunn

Gain traction with a seasoned team leveraging the resources of the largest assurance, tax, and consulting firm headquartered in New England. We give you the confidence to run your business—and the experience to help you grow it. 

About us

Testimonials

"BerryDunn is an exceptional firm that has been instrumental in helping us keep pace as our business needs have grown and evolved. The scope of services they provide for us now includes audit, tax, SOC 2, and advisory services. The teams have great synergy, and we benefit from working with BerryDunn across different tracks. As Arkatechture has evolved from a data services company to a data analytics SaaS company, BerryDunn has matched their engagements to fit our business needs."
Ryan Walsh
Director of Finance and Accounting

Contact us