Owner's Profile

Keith Brown CPA, CFP, CGMA
I am a graduate of Bentley college and began my career in the audit department of Coopers and Lybrand, a "Big eight" public accounting firm. I spent approximately three years gaining the vast majority of audit experience in audit engagements of multi billion dollar companies. Before starting mt own practice I took position with a quality local CPA firm were I would develop the skills required to service the small and medium sized business owner as well as advise them on the myriad of problems that the small business owner encounters.

I started by own practice in 1990 and have worked one-on-one with hundreds of individual and Dozens of small to mid-size business clients.

By operating as a sole proprietor, I have dedicated my professional goals to working closely with a group of clients on an ongoing basis. This highly personal approach ensures my clients have grown with me and that I have acquired the special understanding of each client's needs which can occur only from long, personal relationships.

In the year 2000 I completed the Certified Financial Planner education program and in 2001 completed the associated CFP national exam rendering me a CFP.

If you need individual tax services, I'm there for you. If you need a trusted business advisor who will help you maximize your tax strategy, grow your business, and plan your long-range finances, I'm there for you too. And my services are all provided for a price my clients consider more than fair.

As a CPA, CFP and CGMA, I offer an exceptionally wide range of services to my client.
These services include but are not limited to the following:

What is a CGMA?

The Chartered Global Management Accountant (CGMA) is a global management accounting designation that recognizes the unique role played by men and women at organizations around the world who combine accounting and financial expertise with strategic insight to guide better business decisions.

Give me a call any time to discuss your tax and accounting needs. As a long-time local resident myself, I'm always happy to assist the local community and your initial consultation is absolutely free.


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