Articles from BerryDunn

BerryDunn, a full-service accounting, tax, and consulting firm, will host its third annual Healthcare Leadership Summit on May 14, 2025. The virtual half-day event will focus on critical topics of importance to healthcare executives, ranging from staffing shortages and compliance issues to Medicare reimbursement and leveraging AI for efficiencies.

BerryDunn, a full-service accounting, tax, and consulting firm, announces the recognition of five leaders named to the Forbes list of America’s Best-in-State CPAs. The inaugural list includes BerryDunn Principals Dave Erb, Tammy Michaud, Mike Caouette, Jason Fournier, and Kathy Parker.

BerryDunn, a full-service accounting, tax, and consulting firm, recently merged with Connecticut-based Burzenski & Company, a partnership that has significantly accelerated BerryDunn’s expansion into the national veterinary practice market. Led by two industry pioneers, Gary Glassman and Monica Dixon Perry, the veterinary team brings a full-service approach to both financial management and practice management consulting.

BerryDunn, a full-service accounting, tax, and consulting firm, secured its tenth consecutive year on the 2025 Accounting Today Top 100 list and its fourth in the Top 50. This marks BerryDunn’s third year as the number one accounting firm in New England. The firm was also recognized as one of 24 Leaders in Consulting for the second year running.

BerryDunn, a full-service accounting, tax, and consulting firm, continues to deepen its commitment to healthcare industry leadership through active engagement at the national level. Two of the firm’s healthcare thought leaders, Olga Gross-Balzano CPA and Lindsay Doak, are elevating BerryDunn’s industry expertise and experience in ways that are benefiting clients and helping to shape America’s healthcare future.

BerryDunn, a full-service accounting, tax, and consulting firm, has expanded its Enterprise Resource Planning (ERP) consulting services to support local governments from coast to coast. As the firm’s Local Government Practice Group continues to grow its national footprint, the alignment of teams committed to serving both coasts ensures they can deliver the same level of deep commitment that they have provided their regional clients for the past 30 years.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to share highlights from its milestone 50th anniversary year. Throughout 2024, the firm created opportunities to celebrate its clients, communities, and people, giving back to the places where they live and work.

BerryDunn, a full-service assurance, tax, and consulting firm, has merged with Connecticut-based accounting, tax, and advisory firm Burzenski & Company, effective December 1, 2024. Burzenski & Company will assume the BerryDunn name and continue to operate from its East Haven, Connecticut, office.

BerryDunn, a full-service assurance, tax, and consulting firm, announces David Stone as one of 30 accounting professionals selected by the American Institute of Certified Public Accountants (AICPA) to participate in its 2024 Leadership Academy, held in Durham, NC, December 9 – 12. Stone is a Senior Manager in the Financial Services Practice Group at BerryDunn, a national top 50 firm and the largest headquartered in New England.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the appointment of Olga Gross-Balzano, CPA, a Senior Manager in the Healthcare Practice Group, to the Endorsement and Maintenance (E&M) Cost and Efficiency PQM™ Committee. Established by the Centers for Medicare & Medicaid Services (CMS), the PQM™ Committee is a group of experts who endorse measures for the improvement of quality healthcare. Gross-Balzano will serve a three-year term and work to improve healthcare cost and efficiency measures and the consensus-building process.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the opening of its ninth office in Kapolei, Hawai‘i, for Hawai‘i-based employees and its representatives. The new location strengthens the firm’s long-term commitment to its clients in Hawai‘i, the gateway to the Pacific region.

BerryDunn, a full-service assurance, tax, and consulting firm, has been recognized as the state’s largest accounting firm on Mainebiz’s annual list that identifies top firms based on Maine revenue. Over the last year, the firm saw the largest growth in its outsourced accounting, business valuation, nonprofit and governmental accounting, and state and local government consulting services.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce that Leah Shanahan, CPA, a Principal in the Outsourced Accounting Practice Group, is the first BerryDunn Principal to receive the Certified Management Accountant (CMA) designation, awarded by the Institute of Management Accountants (IMA), signifying excellence in financial accounting, strategic management, financial planning, analysis, control, decision support, and professional ethics.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the new Practice Group Leaders, Directors, and Principals to their leadership team. The promotions will support the firm’s continued growth nationwide. With an emphasis on professional development and client service, the firm was recognized by INSIDE Public Accounting earlier this year as a fastest growing firm and ranked 43rd overall in the US.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the expansion of services to the public works and utilities sector to support recruitment, staffing, and organizational challenges faced by local and regional economies.

BerryDunn, a full-service assurance, tax, and consulting firm, has been recognized by INSIDE Public Accounting as the 43rd largest firm in the US, up from 47th in 2023. This is the 14th year that BerryDunn has made the Top 100 and the third year on the Top 50.

BerryDunn, a full-service assurance, tax, and consulting firm, supports growing organizations through the implementation of sustainable ERP solutions. The firm has guided successful ERP strategy development, selection, and implementation projects for organizations over the last 30 years.

BerryDunn, a full-service assurance, tax, and consulting firm is pleased to announce the expansion of their Executive Recruiting Services led by Sarah A. Olson, Director of Executive Recruiting. Olson draws from over two decades of recruiting experience to help businesses and organizations fill executive leadership positions in finance, information technology, operations, administration, and more.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce that Principal Kathy Parker is one of 19 CPAs appointed to the Massachusetts Society of CPAs’ Board of Directors. The Board sets policies and manages programs that benefit more than 11,500 members. Parker, along with other appointed members, will serve a three-year term.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce Principal David A. Erb, CPA, as the Maine Society of Certified Public Accountants (MECPA) 2024 Giver Award recipient. The award recognizes individuals who have given back to the accounting profession through volunteerism and community service.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the hiring of Ryan Hegreness, CPRE as a Senior Consultant in the Parks, Recreation, Libraries Practice. Over his 20-year career, Hegreness has served communities in five states, including Colorado’s largest parks and recreation district. His expertise encompasses strategic and master planning, marketing, stakeholder engagement, and cultural arts.

BerryDunn, a full-service assurance, tax, and consulting firm, announces the recognition of two Principals—Tammy Michaud, CPA, and Dave Erb, CPA—making the Forbes inaugural list of America’s Top 200 CPAs 2024. According to Forbes, more than 1,000 candidates were evaluated and graded on the following criteria: certifications and credentials, years of experience, industry specialization, professional achievements, community involvement, thought leadership, client base and diversity, ethical and regulatory compliance, and innovation and technology adoption.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the hire of Senior Consultant Sam Eisenbeiser, an AICP-certified planner who brings 20 years of experience to the firm’s Community Development and Utility Operations Practice, a dedicated team within the Local Government Practice Group.

BerryDunn, a full-service assurance, tax, and consulting firm, grew by 21% in 2023, earning the top position among 15 New England accounting firms. The firm ranks 43 overall in Accounting Today’s 2024 Top 100 Firms in the US, based on net revenue. For the third consecutive year, BerryDunn is listed in the Top 50, up from ranking 46 last year.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the hiring of Kevin Chartrand, MBA, PMP, CPHIMS, who brings over 15 years of state health and human services technology expertise to BerryDunn’s growing Medicaid Practice Group. Chartrand will lead the launch of BerryDunn’s new investment management solution suite designed to serve the unique needs of Medicaid agencies.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the new hire of Alan C. Weintraub, MD, a Diplomate of the American Board of Anesthesiology. Dr. Weintraub brings a physician perspective to the firm’s healthcare consulting team and clinically-driven revenue cycle management services.

Beginning by opening its first office in Portland, Maine, in 1974, BerryDunn now has employees living and working in 51 US states and territories, providing accounting, tax, and consulting services to thousands of clients in over 30 industries. The firm is celebrating its 50-year milestone by continuing to create connections among its people, giving back to the communities where they live and work, and showing gratitude to its clients.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the restructure of its Revenue Cycle Management (RCM) team, poising to meet continued demand from the healthcare industry, including hospitals, community health clinics, and senior living facilities. The expanding RCM team is headed by Principal Denny Roberge.

BerryDunn, a full-service assurance, tax, and consulting firm, is pleased to announce the hiring of Erik Olson as the dedicated practice lead for Transaction Advisory Services.

BerryDunn, a full-service assurance, tax, and consulting firm, is included among the top CPA firms for equity leadership and women. This is BerryDunn’s second year on the Best Firms for Equity Leadership list (previously 2021) and their first year on the Best CPA Firms for Women list during a critical time of workforce shortage.