Services Directory

 

Accounting and CPA

Wolf and Company, P.C.

Wolf and Company, P.C.

Scott Goodwin
99 High Street
Boston, MA
02110
Phone: 617.439.9700

Wolf & Company is a leading regional CPA firm providing insightful financial accounting and audit services. With offices in Boston MA, Springfield MA, Albany NY, and Livingston NJ, we deliver assurance, tax, risk management and business consulting services throughout the northeast.

Walter & Shuffain, P.C.

Walter & Shuffain, P.C.

John Hitter
One International Place,
10th Floor
Boston, MA
02110
Phone: 617.447.2700

Walter & Shuffain is a results-driven firm which serves as the trusted advisors to privately-held businesses and their owners. We provide consulting, tax and estate planning, and accounting services to a variety of business sectors including: real estate, professional services, healthcare, technology, manufacturing and construction. Our team approach to achieving clients’ business goals makes us an integral part of their management teams, valued for providing innovative solutions to the challenges closely-held businesses, and their owners, face each day.

Banking and Debt Financing

Silicon Valley Bank

Silicon Valley Bank

Dan Allred
275 Grove Street,
Suite 2-200
Newton, MA
02466
Phone: 617.630.4100

Every day, innovative businesses strive to bring about the next big thing. From technology to healthcare, from San
Jose to Shanghai, our clients define what comes next. At Silicon Valley Bank, we support the businesses that invent
the future. Everything we do helps innovators, enterprises and investors move bold ideas forward, fast.

Square 1 Bank

Square 1 Bank

Phil Gager
131 Oliver Street
2nd Floor
Boston, MA
02110
Phone: 781.547.0845

Growing companies is what we do. From early stage to IPO and beyond. With a range of financial services and expert guidance. If you’re ready to grow,we’re ready to help. Square 1 Bank is a division of Pacific Western Bank.

Corporate Partners

Barry Smith
1 New Orchard Road,
Armonk, NY
10504-1722
Phone: 720.395.4588

Unleashing IBM to empower startups Start using Bluemix at no-cost to accelerate your innovation Apply today Meet the team Qualified startups can receive up to $120K in IBM Cloud Credits IBM Global Entrepreneur equips you with the go-to-market support, business mentorship, services, discounts, technical guidance and networking opportunities needed to quickly bring your solution to

CFO, Controller and Advisory Sevices

Jason Pulsifer
745 Atlantic Avenue
Boston, MA
02111
Phone: 617.830.7993

Consero Global provides a robust financial solution that gives CEO’s, CFO’s and investors a clear financial picture in order to make better decisions in growing their business. Consero was founded in early 2006 with the goal of providing small and mid-market companies with a superior alternative to building and maintaining an in-house finance function. Since then we have expanded our solution; offering strategy and funding services, operational financial services, financial controller services, bookkeeping and administration services and our cloud software platform.

Venture Advisors

Venture Advisors

Jim Antes
117 Kendrick Street
Suite 200
Needham, MA
02494
Phone: 781.273.6071

Founded in 2002, Venture Advisors (VA) is an outsourced CFO services company providing fractional CFO and financial advisory services. We specialize in building, managing and supporting internal accounting teams for start-up, early-stage and emerging growth companies.
Unlike many other outsourced CFOs who are solo practitioners, we have a permanent team of senior-level, experienced  CPAs  and MBAs qualified to meet your specific business needs.

Equipment Financing
Boston Financial & Equity Corporation

Boston Financial & Equity Corporation

Matthew R. Perry
1260 Boylston Street
2nd floor
Boston, MA
02215
Phone: 617.267.2900
(ext.143 Phone)

We are a boutique lessor that works with Angel & Venture Capital backed start-ups to achieve their goals by providing leases for necessary capital equipment.
All our credit decisions are made in-house, allowing us to work quickly in a flexible and creative manner.
We do not require warrants or personal guarantees and we write master lease agreements with terms up to 36 months. 

Insurance

Mason & Mason

Mason & Mason

Gretchen Lind
458 South Avenue,
Whitman, MA
02382
Phone: 781.447.5531

Mason & Mason provides insurance brokerage services to businesses and individuals for over 50 years. We are committed to serving our clients with a level of personal contact and professional accountability that is increasingly rare in an age of faceless financial services firms. Whether we’re working with a builder to minimize risk or supporting a homeowner through a challenging time, we know that our success is based on investing in our customers.

NorthStar Insurance Services, Inc.

NorthStar Insurance Services, Inc.

Greg Pierce
300 First Avenue
Suite 100
Needham, MA
02494
Phone: 781.431.2500

NorthStar was founded in 1995 for the sole purpose of delivering the very best service and risk management expertise in the insurance industry. We are fanatical in our dedication to excellence in the delivery of insurance and risk management services. We provide our clients “extra step” service along with world class talent and experience. We strive to stand apart from the crowd by delivering insurance services fast and well.

Legal Services

Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP

Will Perkins
1 Federal St
Boston, MA
02110
Phone:617.951.8000

We provide comprehensive litigation, corporate, finance, restructuring, employment and benefits, and intellectual property services in all major industries, helping clients address and anticipate challenges across vast and rapidly changing landscapes. And we approach every representation with an equal commitment to first understanding, and then efficiently and effectively advancing, the interests of our clients and arriving at the best results.

Michael Rohr
500 Boylston St
Boston, MA
02116
Phone: 617.937.2300

Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes litigation, where innovation meets the law.
Cooley has 900 lawyers across 12 offices in the United States, China and Europe.

Nutter McClennen & Fish

Nutter McClennen & Fish

Jeremy Halpern
155 Seaport Blvd
Boston, MA
02210
Phone: 617.439.2943

Welcome to a high-value experience in legal services. A more contextual way of thinking. A more collaborative way of working. A more personalized approach that puts you and your success first. Welcome to a nationally-ranked firm that is as interested in your business as you are. A firm that combines insightful consultation with practical execution. A firm where smart solutions never come at the expense of good value.
Welcome to Nutter – exceptional legal expertise with extraordinary dedication. That’s uncommon law.

Payroll

Michael Young
2352 Main Street
Suite 303
Concord, MA
01742
Phone: 978.450.2900

When it comes to payroll processes, most companies are on auto-pilot and many are wasting time and money with outdated systems. Not our clients. Our customer service team is tuned into all the recent developments in policies and practices to make sure you are compliant, efficient and protected.
Because simplifying your business is our business.

Valuation

BVC Group

BVC Group

John O’Brien
16 Northfield Road
Amherst, NH
03031
Phone: 603.249.5469

The BVC Group is a professional services firm providing independent business valuation opinions to assist clients with meeting their financial and tax reporting requirements. Our specialists have extensive knowledge of the underlying drivers of a successful business. In addition to our valuation expertise, we work collaboratively with business owners to develop the necessary strategies to ensure a growing and prosperous enterprise.
The BVC Group is focused on providing clients with outstanding service and expert guidance.

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