Practice Areas

We only succeed when you succeed
Our clients appreciate that we take time to understand their business and objectives before we present alternatives and deploy solutions, whether those objectives are financial, tax, or other business goals.  
Learn more about our practice areas below

 SMALL BUSINESSES & PRIVATELY HELD COMPANIES

Why do so many small business clients choose Stone? The same reason a significant portion of our small business client base are long-term clients: They work with us because they can clearly see that we have a genuine passion for growth. Yes, we execute a quality engagement process, but the feedback we receive tells us that the real value to our clients is the interest and attention we give to their business issues as they arise. Our small business clients know that we support their goals and objectives; they have learned that our approach is to always be responsive and accessible and they know they can draw on our expertise and experience at any time.  

 NON-PROFIT ORGANIZATIONS 

We recognize that non-profit organizations have unique financial and operational needs, which drives the kind of support they need from their accounting team. Our client base includes a variety of non-profit entities, including private schools, foundations, and community service organizations. We embrace the opportunity to help our non-profit clients further their mission, and we continually engage in areas outside of the financial statements. Strategies for operating more efficiently and developing a stronger control environment, discussions about financial management and planning, information about industry trends and benchmarking against similar non-profits, are just a few of the reasons that our non-profit clients regularly share their appreciation for our approach and passion for driving growth.  

PRIVATE SCHOOLS AND EDUCATIONAL INSTITUTIONS

 Over the years, our team has developed a level of expertise and experience with private schools throughout the New England region that has resulted in a steady stream of satisfied clients and stakeholders who want to partner with us. We are familiar with the types of financial reporting and operational issues that are specific to educational institutions. Our growth in this area can be attributed to one thing: We always take the time to understand each entity’s specific needs and show a genuine interest in their operations and objectives, regularly sharing best practices throughout each engagement. Whether the discussion relates to enrollment, tuition strategies or other best practices, we always give each operational issue, in addition to accounting and reporting issues, the right level of attention.

MANUFACTURING AND DISTRIBUTION 

The challenges for today’s manufacturing firms are numerous. Rising labor costs, increased regulation, competition from imports, and pressure to control costs, as well as technological changes mean that manufacturing companies need an experienced accounting team and trusted advisors that are familiar with best practices, and who can help them operate more efficiently in all types of markets and economic conditions. A fresh set of eyes and experience-driven insight regarding what certain trends mean can be the difference between outperforming the financial plan and not meeting expectations.  

EMERGING AND START-UP COMPANIES

Our team at Stone & Company is committed to supporting start-ups and emerging businesses. Whether the company is in operating with angel funding or venture capital, we have the experience and familiarity with important issues such as revenue recognition and equity instruments, as well as other business, accounting and reporting issues that are unique to early stage companies. By partnering with Stone & Company, emerging and start-up companies and their investors can rest assured that they are in good hands. We bring the type of capabilities that bring credibility to the operating results and financial reporting. 

SERVICE COMPANIES 

Service companies operate in a fast-paced environment and often must respond quickly to changes in their business environment. We work with a variety of service companies to address their most pressing business, accounting and tax advisory needs. Our approach with each service company client begins with gaining a thorough understanding of the business history and the current market environment and relevant trends. From there we discuss management’s goals and objectives, after which we then begin our analysis to assess the situation and offer solutions.     
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