|
|
|
|
|
|
About Rucci, Bardaro & Barrett PC |
Certified Public Accountants and Business Advisors
Our size allows complete and efficient accounting, audit, tax and business advisory services for smaller to mid-size businesses.
Please note that we also have an office at 420 Bedford Street, Suite 270, Lexington, MA 02420. I or anyone from our firm's team would be happy to meet with you at either of our offices, at your office, your home, or at a mutually convenient location. |
|
| |
|
|
General Information |
| Years of Experience in Financial Services: |
20
|
|
|
|
|
|
| Work Experience: |
Accounting, Auditing, Taxation, Business Consulting
|
|
| States Licensed in: |
Massachusetts
|
|
| Number of Years with Current Firm: |
6
|
|
| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
|
|
| States Willing to do Business in: |
New England
|
|
| |
|
|
|
Services |
| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Public Accountant (CPA)
|
|
| Financial Organization Memberships: |
American Institute of Certified Public Accountants (AICPA), Massachusetts Society of CPAs
|
|
| |
|
|
|
Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
|
|
| Compliance Disclosures in Last 5 years: |
Have a clean record
|
|
| |
|
Compensation and Fees |
| Compensation Methods: |
Hourly, Flat Fee
|
|
| Minimum Portfolio Size for New Managed Accounts: |
0
|
|
|
|
| |
|
| |
| |
Frequently Asked Questions |
 |
| Q. |
Do you have a customer satisfaction or refund policy? |
| |
Yes, we work closely with our clients to set the proper expectations and work together to control successfull outcomes. |
|
| Q. |
What services do you provide? What are your specialities? |
| |
Accounting, auditing, tax and advisory services - Valuation, transaction advisory, litigation support |
|
| Q. |
What are your qualifications? What professional certifications do you have? |
| |
All senior staff are CPAs, some MST, some ABV. We are members of AICPA, MSCPA and Russell Bedford International |
|
| Q. |
How do you charge for your services? |
| |
Hourly or project - depending upon the type of work |
|
| Q. |
Why should we use you for our accounting needs? |
| |
We provide large firm services and capabilities with assurance of partner oversite on all projects on budgets that meet each client's needs. |
|
| Q. |
What are your qualifications and experience? |
| |
Our client mix allows us solid, deep experience in the Construction, Medical Practice, Agriculture, Real Estate, Retail, Manufacturing and Not-for-Profit markets. Using our experience in multi-business areas allows for great insight into all business areas. |
|
| Q. |
Will you come to our location? |
|
| Q. |
Why should we choose you for our tax needs? |
| |
Big four experience and knowledge with mid-size firm efficiency. |
|
|
|
