Premier Client Accounting and Advisory Services (CAAS) for Your Business in Boston and Beyond

Enhancing Your Financial Operations

Need an expert CAAS accounting team during peak times or for comprehensive, ongoing support? Tonneson + Co integrates seamlessly with your operations, delivering reliable, timely, and professional client accounting and advisory services tailored to your business needs-both in Boston and across the nation.

Our client accounting services extend beyond routine tasks such as bookkeeping and payroll to encompass financial reporting and analysis, cash flow management, and strategic planning. Our CAAS accountants also deliver robust tax services, ensuring compliance and optimizing tax strategies for businesses in Boston and beyond.

Leveraging over 40 years of experience and deep industry knowledge, our CAAS professionals minimize risk and streamline internal processes to clarify your financial landscape. Our department seamlessly integrates with our tax professionals to ensure a comprehensive financial picture that includes strategic tax planning and compliance. Trust Tonneson + Co to provide exceptional, customized accounting support, allowing you to focus on what you do best-running your business.

An accounting professional sits at a table with a man while pointing at a piece of paper with his pen.
An accounting professional sits at her desk in front of her computer and types.
Six Tonneson employees are discussing at a large conference table with accounting charts, pamphlets, and information scattered on the table.

Comprehensive Client Accounting and
Advisory Services

At Tonneson + Co, we offer a wide range of client accounting and advisory services tailored to meet the diverse needs of businesses in Boston and beyond. Our services are designed to enhance your financial operations and support sustainable business growth. Explore our specialized CAAS offerings:

Financial Management and Reporting

  • Accounting Software Set-up: Implement cutting-edge solutions tailored to your business needs

  • Monthly/Quarterly Financial Statements: Receive accurate and timely financial reports that drive decision-making.

  • Cash Flow Analysis: Understand and predict your cash needs with precision.

Tax and Compliance Services

  • Payroll Processing: Ensure timely and compliant payroll management.

  • Sales Tax Filings: Navigate complex sales tax laws effortlessly.

  • Preparation of Form 1099s: Accurate reporting of payments made to non-employees.

  • Comprehensive integration of accounting and tax planning to enhance financial clarity and compliance.

Audit and Reconciliation Services

  • Audit Support: Comprehensive assistance to simplify the audit process.

  • Bank/Credit Card/Investment Account Reconciliations: Detailed reconciliations to keep your accounts accurate.reparation of Form 1099s: Accurate reporting of payments made to non-employees.

Interim Controller/Accounting Manager Services

  • Strategic Financial Planning: High-level financial oversight to guide your business strategies.

  • General Ledger Review & Reorganization: Optimize your accounting processes for better clarity and control.

  • Interim CFO/Controller Services: Interim CFO/Controller Services: Providing expert financial oversight to guide your business strategies, whether in urgent situations due to sudden turnover or for additional support when needed.

  • Internal Accounting Staff Support: Extend your team with our expert accountants.

Operational Support

  • Accounts Receivable & Payable Functions: Efficient management of incoming and outgoing payments.

  • Preparation of Board Package: Prepare detailed financial presentations for board review.

Each of these services is provided with the goal of enhancing operational efficiency and strategic insight into your business finances. Let's partner together to create a tailored accounting solution that fits your needs.

Partner with Our CAAS Professionals Today

Consult with Our CAAS Experts

Our team of dedicated CAAS professionals are ready to provide you with customized solutions and expert advice tailored to your business needs. Contact us today to see how we can help you achieve your financial objectives.

Erin Coco

Shareholder
Wakefield, MA

Mary May

Principal
Wakefield, MA

Dipti Shreyakar

Director
Wakefield, MA

Rosanna Selvage

Client Services Manager
Wakefield, MA

Pleasure to work with

We have been doing business with Tonneson for over seven years.  Their team is easy to work with and very punctual at meeting deadlines. They are very knowledgeable and informative. On my behalf, I work closely with Joe Lanzi, Rick Mastrocola, and Marie Doucette. They are a pleasure to work with. Our Controller interacts with several members of the audit and tax teams and is very pleased with the services they provide.
—Charlie Masiello | Director, Crystal Motor Express

Valuable business partner

We’ve been working with the team at Tonneson + Co for over 35 years. Their work is timely and accurate, and they are a pleasure to work with. Their team stays current on tax and estate laws, always putting client concerns first. Tonneson is a valuable business partner, playing a key role in our success.

—Michael Tamasi | President & CEO, Accurounds

Financial experts

We have been a client of Tonneson since 1988. We are a small family Logistics company that requires specific financial needs. We have always relied on Tonneson to provide the financial expertise necessary to secure the financing for working capital and equipment purchases. We have gone through several audits and because of the detailed auditing process that Tonneson provides, our experience has been painless. They have been responsive to all our requests and needs. Our business continues to grow and knowing we have Tonneson as our financial partner makes the journey a little easier.

—Michael O'Brien | CEO, Eagle Air Freight, Inc.

Sound financial advice

We have been a client of Tonneson for four decades. We have always received sound financial advice and excellent accounting services over the years. We consider Tonneson to be one of our highly trusted partners.

—Steven Tamasi | President, Boston Centerless

Valued and strategic partner

I consider Tonneson a valued and strategic partner of Signet.

—Bradford Caron | President, Signet

Connect with Boston's Trusted Accountants

Whether you’re an individual, a privately-held business, or a non-profit, our team can help you.

Get the conversation started with our experts today.