Firm Profile

About Our Firm

Coles & Bodoin, LLP, organized in 1977, is a full service CPA firm which is located in Needham, Massachusetts and serves clients throughout the world. Our firm's philosophy is to provide quality services to our clients, coupled with a concern for their financial well-being. Within our staff we encourage the need to maintain a genuine, continuing concern for our clients while they perform the tasks of providing auditing, accounting, consulting, management and tax services. Our staff is trained to emphasize personalized service and individual attention to clients. We are large enough to provide expertise in many areas, yet small enough that our partners and staff are accessible and readily available.

At the present time, Coles & Bodoin employs twenty people including three partners, fourteen professional staff and three support staff. Coles & Bodoin personnel includes ten CPAs, seven of whom have advanced degrees including five Masters in Taxation. The professional staff is well versed in working with various software programs. We do not intentionally rotate staff assignments each year. Since we have very little staff turnover, a client's personnel become accustomed to working with substantially the same individuals each year. This promotes efficiency. We believe that we apply this approach more effectively than most other firms.

Coles & Bodoin's professional staff understands and applies the requirements specified in AICPA auditing standards, guides, procedures, statutes, rules and regulations. The firm completed a review of its system of quality control under the auspices of the Massachusetts Society of Certified Public Accountants on November 03, 2005. The reviewer's report expressed an unmodified opinion that the firm's system of quality control met the requirements of the quality control standards for an accounting and auditing practice established by the American Institute of Certified Public Accountants. All of the firm's accountants meet the independence requirements as established under our quality control system.

Your Business and Financial Guides

Today's world is complicated and competitive. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. When it comes to business and financial planning, Coles & Bodoin demonstrates professional competence, integrity and service. Successful businesses and individuals face complex problems. We use all of our resources to complement the abilities of our clients.

Communication

Open communication is a vital factor in any good client-professional relationship. Our goal is to communicate with clients in a manner that leaves them well-informed and comfortable. We strive to have clients feel free to discuss their needs and objectives with us. Further, we welcome the opportunity to discuss fees and the manner in which work will be handled. We encourage a client's principals and personnel to ask questions about business, tax and financial matters.