Cadence Advisory Group serves Greater Boston business owners with monthly bookkeeping, tax compliance, and CFO-level advisory — built around your financials year-round, not just in April.
Most small businesses outgrow their CPA long before they admit it. You're filing the same return year after year, getting a call in March, and hearing nothing until the following March. Cadence Advisory Group was built for what comes next — a firm that owns your books year-round, files your taxes from clean data instead of a shoebox, and actually tells you what's coming before it arrives. You focus on building and executing the business, we make sure you know the score.
We work with Greater Boston business owners who want more than compliance. Our model starts with monthly bookkeeping — and because we maintain your financials every month, your tax return is faster, more accurate, and included. As your business grows, we grow with it: tax strategy, cash flow planning, CFO-level support, and M&A advisory are available to clients who need them. One firm, one relationship, built to handle wherever you're headed.
Talk to UsWe maintain your financials year-round. Your return is faster, more accurate, and included with bookkeeping.
Reconciled books delivered by the 10th business day. You always know where you stand.
Bookkeeping leads to Compliance leads to advisory. No handoffs to a different firm as you grow.
Cash flow forecasting, lender packages, exit readiness — available when your business crosses that threshold.
Starter, Growth, and Controller tiers. Reconciled monthly close, P&L, balance sheet, and cash flow — delivered by the 10th business day. The foundation everything else is built on.
Individual 1040, S-Corp 1120S, Partnership 1065. Included free with bookkeeping subscription. We file from clean books we maintain — not from documents you scramble to gather in January.
Tax Strategy & Planning, Fractional CFO, and M&A Advisory. Built for clients whose complexity has outpaced what a compliance-only firm can provide.
We offer tax compliance, monthly bookkeeping, and advisory services tailored to Greater Boston business owners. Whether you need a cleaner close, a sharper tax strategy, or CFO-level support, our team is built to handle it. Service details coming soon — in the meantime, reach out directly and we'll match you with the right engagement.
Proactive entity structure reviews, QBI maximization, retirement plan design, and year-round estimated tax management.
Monthly CFO package, 13-week cash forecasting, covenant tracking, quarterly business reviews, and annual budget. The natural next engagement for growing businesses that need strategic finance without a full-time hire.
Buy-side due diligence, Quality of Earnings analysis, EBITDA normalization, SBA 7(a) loan packaging, and deal structure advisory. For business owners buying, selling, or preparing to do so.
We acquire retiring CPA practices across Greater Boston with a seller-first process — no rip-and-replace, earnouts tied to retention, and a 12–24 month transition that honors what you built.
Pricing based on what you've built, with a deal structure designed around a successful transition — not a quick exit.
Personal introductions to every client, on your schedule. A consulting arrangement keeps you engaged through the handoff
Same service, same relationships, same fees. We modernize the back office — not the client experience.
Boston, North Shore, MetroWest, South Shore. Your clients stay with a Greater Boston firm because we live and work where they live and work.
Whether you're a business owner looking for a better Business Services relationship, or a retiring practitioner exploring succession — we'd like to hear from you.