Dean T. Carson II, C.P.A. |
Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean
DCarsonCPA The Bay State Line for the industry, Non Profit and Individual / Family needs on Financials and Decision Making support lines.
The Bay State is a Global and Regional Hub of knowledge, innovation and growth. We have unique skills that can help on EDTech, FinTech and the lines of Accounting, Financials, Taxes, Advisory, Project Management, Business Analysis, Data, Technology, and much more.
The Bay State Line - an important line of awareness to Our Interest to help on roles where Macro and Micro Financial skills, and advanced skills on Industry, Governance, NGO and Non Profit lines connect with Individual / Family, Entity and Organizational support services.
We are currently available under CPA reciprocity with the welcome opportunity to support your Business, Non Profit or Individual needs for CPA or Advisory Services. Through virtual support or onsite work that best fit the needs of Clients and the Economics of the Arrangement. We also have local family and friends who keep us very familiar with local events and needs.
Part of what we do on regionalized services is to tune in to the key source of area specific needs - that means that we stay familiar with Massachusetts State Government with DORS, the State Legislatures and Executive Branch Department and Agencies and the special level of needs that correspond to your State Taxation and Compliance environment. This means that we stay connected to updates that are important for your Financials.
Our Current Objective is to support Clients with corresponding needs in the Boston area within the Loop of 128 where on site work is proposed and where you connect with us for virtual support.
For Consulting and Advisory Engagements we will come to you. For General Taxes, Accounting, Financials, Analysis and other work we will leverage virtual services and make arrangements that are mutually convenient to cover your needs and meet the Standards that apply accross the horizon from the State, FASB, the IRS, and the Federal Government (ie SEC et al.). Call Us
This ALL gives us a great chance to be in the Boston Area a bit more with Local Friends and Family so it's a win win. The benefit we bring is 16+ years of Financial Services and General Business Expertise and a strong dedication to Clients and the Standards, Compliance, Business Ethics and solid skills from years of Accounting work.
A Hallmark of Our practice is enjoying the work of Financials and helping Clients in Decision Making roles gain a Greater Position of Financial Management Expertise and more accurate Compliance through adding insight on Accounting, Taxes, Advisory and more. Organizing Financials, Strengthening Management Reports, Improving Compliance, adding efficiency through Business Consulting and Business Analysis along with straight forward work flows on Accounting, Taxes, Reporting and Related Softwares. For the sophisticated and the novice user of Financials we adjust for your needs to better facilitate your in Depth and/or Overall understanding of your Financials, Accounting and Taxes as best suits your interest level.
As the leader of an Entrepreneurial CPA Practice with deep experience in Business Financials through hands on ownership of Financials I enjoy working with Financial Decision Makers in ALL Areas. To your needs on service I bring an added skill set that is not only the broad directive of what needs to be done, but also the know how and skill set to get you on that path for Best Practices and Results in Financial Reporting, Accounting, Compliance and Taxation. My general approach is to consider and apply the Broad and Specific Standards of US GAAP, IFRS, SEC / FINRA Reporting, Compliance and Taxation Rules in the performance of Engagement work. Where Audit or other Standards are relevant we bring in those additional standards.
Additionally one of the benefits of an Entreprenuerial driven practice is efficient resourcing to better connect to related service resources like Attorneys, Insurance Agents, Financial Advisors and specialty experts in areas that add value on Client Services.
With Our Practice Research and continual learning and growth are core values that work to continually add to the proposition of supporting Clients to help solve problems and grow with Financial Insight.
We take the time to explain and work with Clients - we communicate at the level that best supports Client understanding of Financials. We value that you understand your Financials and can bring you greater insight to Financials and other areas of Accounting, Taxation and Compliance.
We have a deep appreciation for Business Ethics, Professional Standards and a Client driven focus that meets the Regulatory framework that surrounds us based on the nature of Services to be rendered. Wether your need is Financials, Accounting, Advisory, Taxes, Business Analysis or General Consulting we have skills to cover your needs and Local Massachussets and National Resources to teamwork and cover Client needs. This includes connecting to wide ranging Resources, Business Partners, Governmental (ex. Tax and SEC Regulations) and Industry Resources along with the AICPA and regional CPA membership groups.
Financial Services:
In the Financial Services realm we have particularly strong expertise for Investment Management (SEC ACT 40 Companies and Advisors), Broker-Dealers (FINOP/FOCUS / NET CAPITAL RULE), Investment Banking, Commercial Banking, Private Equity, Insurance (w/ STAT knowledge) and more.
Because we enjoy connecting Accounting and Compliance we also bring strength to diverse areas where Accounting meets legal driven requirements in addition to GAAP for various Industries or Segments of Business. Connected to CFA Institute and a range of professionals on the CFA path in various stations in Asset Management and accross the Financial Services Industries we can help you solve problems and network to grow. Call Us
General Business:
For General Business we bring the additional strength of Financial Expertise in Analysis and Management Accounting skills - let us jelp you develop better management reporting tools so you can maximize your ROI and see clearer to your profitability and expenses. Management Accounting is skilled area that connects your Business with the pulse of operations through measurement and we will help you ramp up better analysis so you can focus on growth or managing down expenses and optimizing efficiency through Accounting and enhance Management Reporting.Call Us
Accounting Systems / Management Consulting:
Our expertise covers the range from the Large Accounting Systems like Peoplesoft through the ready to go solutions like Quickbooks and we can get you headed in the right direction or improve your existing Financials.Call Us
Small Businesses and Individuals:
As much as we enjoy covering the work at the Fortune 500 and Medium sized Business Levels we also value the opportunity to work with Small Business and Individuals - let us help you ramp up your Accounting and Taxes for better success with our skills to bring financial insight. Call Us
Non-Profits:
It's is a great objective of ours to support Non Profits and work with Individuals working on causes to help on the Financial skills end. We know the important value that Non Profits can bring to communities and look to be a part of helping you better meet your socially beneficial missions. Call Us
I look forward to the opportunity to speak with you on Services and am committed to bringing you top quality service with dedication and efficiency.
We will be adding more soon....
Thank you for visiting and call us on your needs to better consider ways we can help.
Best Regards,
Dean T. Carson II, CPA
We cover all areas of Accounting, Taxes, Advisory, Compliance and Research as needed and reasonable under professional standards and Federal/ State / Local Regulations. Call Us
CPA Licensed and on the CFA Path, connecting with US and State laws that pertain to Financials and Taxation or Entity and Individual Compliance from the Accounting and Financial Reporting Perspective. Ths skill set includes Broker-Dealers, Asset Management, Investment Banking, Private Equity, Commercial Banking, Insurance and more. Call Us
We use the expected solution sets of the Office Suite, Quickbooks, and more...if you have special software needs we work with you on that.Call Us
We use a significant network of Research Data to support wide Ranging needs in Accounting and Finance, Taxation and Compliance with the goal to bring greater solutions opportunities to Boutique and Mid-Tier Clients. At the same time these skills can add value to Fortune 500 Clients for Project Segment needs. We are here for Clients and use Research and the fact that Rules are always changing in Accounting not to be expert in ALL things, but to be expert in sourcing the Data and Rules that Matter to your Business.
We are here to cover Financial Services and General Business and make it our point to grow in knowledge that adds value for Clients. Call Us
We are still building out the Massachussets State Line for the Bay State and the Financial Services Community along with General Businesses, Non Profits and Individuals ... bear with us for progress but join us at twitter and on blogger where we have begun the process of reaching out to you:
Our Practice is built on Client Services and creating a better experience for you. We care about your Business, Non Profit and Individual Finances and Taxes and leverage skills with Research.
We can support you virtually or on site depending on your needs and the project work at hand. Call Us
We value compliance and standards and use a strong connection to CPA Standards, training on the CFA path and a natural interest in the many intersections between Accounting and Taxation and correspoding Compliance needs from broad ranging governmental regulations to better support Businesses in various areas including but not limited to Financial Services.
We are very interested in supporting Businesses of all sizes and stages, Entrepreneurs, Professionals and Individuals. We are also interested in supporting Non Profits on the Finance and Accounting needs end.
Networking to expand the services range is a key part of what we do so if you are in a complimentary business area - we would be happy to speak with you.
Thank you for taking the time to visit us here. For services follow the link below:
Updates for Decision Makers:
DCarsonCPA - The Bay State Line
Educational Resources:
Health
Harvard School of Public Health
Government:
Harvard Kennedy School of Government
Economics:
Harvard Kennedy School Economics Library Resources
Demographics:
DCarsonCPA MA - The Bay State line RSS
With key points on the Global and Domestic Economy, Trade, Core Financials, Taxation, Project Management Business Analysis and more.
We are a practice that works with broad lines on services, research and outreach to help on the many varied lines of improvements for societal needs across sectors for Industry, Non Profit, Government an other key stakeholder lines of Individuals and Families in the Economy.
We work with broad lines on Global Financial Decision Making Research for the value points on services to the Entitiy and Individual/ Family lines of needs on Financials, Accounting, Taxation and more for the relevant lines of compliant services on demand as relevant to the needs of Financial Decision Makers in the Aggregate Economy. We help to connect the Entity lines to the broader economy to help on value, growth, efficiency and more.
Other:
Music:
DCarsonCPA on the lines where Lean and Agile skills connect with Financial, Economic, Legal, Government, Policy, Industry, NGO and Non Profit Reseach skills in support of the diverisified needs of Financial Decision Makers on Services.
DCarsonCPA by LOBs on Services.
DCarsonCPAMFC Lines Bay State Lines / DCarsonCPA Global
Photos From the DCarsonCPA MFC Galleries on Instagram an Public Domain lines. DCarsonCPA PRTC and CALs lines are here to help on Branding and Outreach needs and can readily port to Client needs on Growth Strategy and Awareness needs.
(Note: Image of US Quarter from US MInt)
Copyright © 2010 - 2022 Dean T. Carson II, C.P.A.. All rights reserved.
Save
Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean