Firm Profile

Stone & Company was founded in 1986 by Philip and Matthew Stone to furnish accounting, tax, and consulting services of the highest quality. We have grown to serve a large number of businesses and non-profit institutions throughout Massachusetts and New Hampshire. In keeping with our total committment to professional quality and integrity, we are a voluntary firm member of the American Institute of Certified Public Accountants. Accordingly, we are subjected to rigorous periodic peer reviews which we have consistently passed with the highest possible results.

We are committed to providing confidential, value driven, 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.

 

THE FOLLOWING ARE THE PARTNERS/PRINCIPLES OF STONE & COMPANY, LLC:

 

PHILIP C. STONE, CPA - PARTNER

Phil is a 1974 graduate of the Buckingham Browne & Nichols School and received a Bachelor of Arts degree in Economics from Colgate University in 1978. He earned a Master of Science degree in Accounting from the Wharton School at the University of Pennsylvania in 1980. He served as an Audit Supervisor in the Boston Office of Peat, Marwick, Mitchell & Co. (now "KPMG") and as the Controller of an acute care hospital before starting Stone & Company in 1986. Phil is active in local conservation groups, the Appalachian Mountain Club, and is a member and past Treasurer of the Wharton Club of Boston. He is also registered with the Securities and Exchange Commission.

 

MATTHEW P. STONE, CPA - PARTNER

Matt is a graduate of the Buckingham Browne & Nichols School and earned a B.S. in Accounting from Indiana University. He served as an Audit Supervisor in the Boston office of Deloitte Haskins & Sells and as the Controller of New England Baptist Hospital before starting Stone & Company in 1986. He is a past member of the Board of Trustees of Wellforce where he served as chairman of the finance and audit committee, member of the Board of Trustees of the Tufts Medical Center Indemnity Company and the past Vice Chairman of the Board of Trustees of Tufts Medical Center where he served as chairman of the finance, investment and audit committees. Matt is actively involved in the fields of health and education, and is a frequent speaker on topical issues.

  

JENNIFER L. GRAY, CPA, MSAF - PRINCIPAL

Jennifer is a Summa Cum Laude graduate of Merrimack College where she earned her BSBA in 2005. She subsequently earned a Masters in Accounting and Finance from Southern New Hampshire University. Jennifer joined us in 2014 with over 8 years in public accounting with two regional CPA firms where she has accumulated considerable supervisory experience in auditing and small business taxation.

SELECTED STAFF OF OUR FIRM:

DAVID SOUSA

David is a 2004 graduate of Bentley University where he was an honors student of accounting. He joined us in 2005 after serving with a large local CPA firm. David has gained considerable experience in non-profit auditing as well as small business tax preparation. He is pursuing graduate level study in the field of Taxation.

 

LORNA GRANT

Lorna joined us in 2005 from the national CPA firm of RSM McGladrey. Lorna has gained considerable experience in corporate and partnership tax preparation. She also works on a wide array of financial statement review and compilation engagements for our small business clients.

 

ALICE ENGLAND

Alice joined us in 2008 after an eighteen year career with Skyworks Solutions in Woburn where she served as Assistant Treasurer and Manager of Financial Services. She also has seven years experience with Fox & Company, and its successor, Kellem, Goodwin & Cohen. She has passed the uniform CPA examination and is a Magna Cum Laude graduate of Georgia State University. Alice concentrates on financial and tax reporting for small business clients.

TAMMY WARDROBE

Tammy is our Office Manager who joined us in 2016 with over 20 years of administration experience including many years with Paychex, Inc., Automatic Data Processing, and a regional law firm. Tammy completed the Paralegal program at Middlesex Community College and is proficient in a wide assortment of software.