Business Details
Your Trusted Accounting Partner in Boston, MA
BacallConniff is a professional accounting and consulting firm with over five decades of service in Boston's financial district. Our firm specializes in payroll services, trust and estate planning, not-for-profit accounting, corporate financial management, and individual tax solutions. We prioritize ongoing education, requiring all partners to hold advanced degrees in business or taxation while staff actively pursue similar credentials. Our team combines deep industry expertise with a commitment to simplifying accounting processes through technology-driven solutions. We serve diverse sectors including restaurant and hospitality, nonprofit organizations, and private individuals.Our approach emphasizes personalized service, robust financial controls, and seamless integration of labor costs into client financial statements. With a legacy of excellence, we measure success through our clients' achievements and long-term partnerships. Our professionals hold memberships in prestigious accounting societies and actively contribute to industry associations. We provide comprehensive services ranging from tax planning and business valuations to cash flow projections and CFO advisory. Our dedication to continuous learning ensures clients receive up-to-date strategies for financial success.
Services
Payroll Services
Trust and Estate Services
Not-for-Profit Accounting
Corporate Accounting
Individual Tax Planning
Highlights and features
- We have over 50 years of experience serving Boston's financial district
- Our team requires advanced degrees in business or taxation for all partners
- We offer industry-specific solutions for restaurant/hospitality and nonprofit sectors
- Our payroll services operate 24/7 through secure digital portals
- We maintain active memberships in major accounting professional organizations
Services
Payroll Services
Our payroll services provide 24/7 digital solutions for seamless labor cost integration. Through secure portals, clients process payroll at their convenience with real-time employee information access. We ensure confidentiality, simplicity, and cost-effectiveness while maintaining accurate financial records that directly update client statements without additional work.
Trust and Estate Services
We offer comprehensive trust and estate planning solutions to protect assets and facilitate family financial transitions. Our services include tax filings, strategic planning consultations, and collaboration with legal professionals. We help clients determine optimal trust structures while providing ongoing management of estate-related financial obligations and tax compliance requirements.
Not-for-Profit Accounting
Specialized accounting services for 501(c)(3) organizations, churches, museums, and other nonprofits. We handle audits, tax exemptions, and government compliance including Yellow Book Audits under OMB Circular A-133. Our team understands unique funding requirements and provides tailored financial reporting to meet donor and regulatory expectations.
Corporate Accounting
Full-service corporate accounting covering financial statements, tax planning, and business valuations. We offer CFO advisory services, cash flow projections, and internal control systems. Our professionals provide strategic guidance from business startup through expansion, with expertise in financial planning and operational efficiency improvements.
Individual Tax Planning
Comprehensive tax planning and preparation services for individuals. We offer retirement planning, estate tax strategies, and risk management solutions. Our team stays current with evolving tax laws to optimize personal financial outcomes while ensuring compliance with all regulatory requirements.
People
James D. Conniff
Managing Principal
With over 50 years in Boston private practice, James holds an MBA from Northeastern University and designations as Certified Financial Planner and Certified Valuation Analyst. He leads our firm's strategic direction and client relationships.
Jeffery E. Richards
Principal
A Certified Public Accountant with a Master of Science in Taxation, Jeffery specializes in nonprofit organizations and tax research. He has served the firm for over 20 years, managing complex tax returns and compliance matters.
Chandra C. Witkowski
Principal
With 16+ years at BacallConniff, Chandra holds an MBA from Suffolk University. She specializes in restaurant and hospitality accounting services, providing financial statements and advising on accounting software implementation for business clients.
Letitia C. Reed
Principal
As a key team member, Letitia contributes expertise in accounting and business advisory services. She maintains active involvement in professional associations and community initiatives while supporting client financial operations.
Questions
What accounting services do you offer for restaurants and hospitality businesses?
We provide complete accounting solutions including financial statements, tax returns, cash flow projections, and industry-specific reporting for restaurants and hospitality businesses.
Do you handle payroll processing for businesses?
Yes, we offer 24/7 payroll services through secure digital portals with real-time employee information access and automatic financial statement integration.
What nonprofit accounting services do you provide?
We handle audits, tax exemptions, and compliance for 501(c)(3) organizations, including Yellow Book Audits under OMB Circular A-133 requirements.
Do you offer personal tax planning services?
Yes, we provide comprehensive tax planning, retirement strategies, and estate tax solutions tailored to individual financial circumstances.
How do you ensure accounting process efficiency?
We implement user-friendly software systems that eliminate redundancy, reduce paperwork, and maintain strong internal controls through role-based access permissions.
