Together, we’ll help you fix what’s not working
so you can get moving again.

ABOUT YOU

Those who see the greatest success in their business engage, ask
questions, and are willing to challenge us (in a good way!)

Is this you?

Enjoy collaborating with
my accountant

Ready to listen to
advice (and might actually apply it!)

Soak up knowledge and
always learning

Value relationships
with my advisors

Our Approach

Discover what’s behind your business

What’s your vision? What keeps you up at night? What makes the
most difference to you, your family and your business?

Connect your goals to your accounting

Together, we create a plan that integrates accounting, tax and smart
business solutions with your goals.

Get excited about great business models

We use forecasts, benchmarks & metrics that support your plan and
create a 12-18 month plan to keep you on track.

Work with nice people!

We enjoy working with people who value what we do and expect
more from an accountant than once-a year meetings.

Our People

Tracy Cobb

CPA, PFP, CGMA

Tracy Cobb has been a practicing CPA since 1987. He began his CPA career at a regional CPA firm in Portland, Oregon where he specialized in helping individuals, & small businesses decrease their tax burden and grow their business.

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Robert Raimondo

Esq., Financial Advisor

Bob Raimondo, a graduate of Fairfield University and Boston College Law School, has over fifteen years of experience in wealth management and estate planning. After practicing law, he joined Boston South Financial Group; a financial planning firm located in Boston’s south shore.

Debi Cobb

Accountant

Debi is a QuickBooks Pro Advisor, trainer, and accountant. She has been helping business owners and their teams with sales, payroll taxes, bookkeeping, and financial statement preparation since 1995.

Where are you now?