Worcester Business Journal

September 2, 2024

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18 Worcester Business Journal | September 2, 2024 | wbjournal.com Proud supporters of Amy's first steps Largest accounting firms Ranked by number of local staff Firm Local staff/ total staff Local CPAs/ total CPAs Local offices/ total offices Managing partner(s) Year founded 1 AAFCPAs 50 Washington St., Westborough 01581 508-366-9100 • aafcpa.com 248 325 77 93 1 3 Carla M. McCall managing partner 1973 2 Stowe & Degon LLC 95A Turnpike Road, Westborough 01581 508-983-6700 • stowedegon.com 52 52 24 24 1 1 David C. Degon Michael D. Stowe co-managing partners 1997 3 Citrin Cooperman Advisors (1) 100 Front St., 16th Floor, Worcester 01608 508-757-3311 • citrincooperman.com 39 N/A 15 N/A 2 N/A Alan Badey CEO 1980 (2) 4 Greenberg, Rosenblatt, Kull & Bitsoli PC 306 Main St., Suite 400, Worcester 01608 508-791-0901 • grkb.com 34 34 20 20 1 1 Norman Bitsoli president 1921 5 Bollus Lynch LLP 89 Shrewsbury St., Worcester 01604 508-755-7107 • bolluslynch.com 32 32 12 12 1 1 Michael J. Bollus managing partner 1989 6 McLaren & Associates CPAs PC 385 South St., Shrewsbury 01545 508-842-0459 • dmclarencpa.com 25 25 2 2 1 2 David S. McLaren managing partner 2005 6 UHY Advisors (3) 14 W. Plain St., Wayland 01778 508-650-1122 • uhy-us.com 25 1,626 17 534 1 38 Michael Okenquist David Lorenzi office managing partners 1987 8 O'Connor, Maloney & Co. PC 1 Mercantile St., Suite 760, Worcester 01608 508-757-6391 • oconnormaloney.com 19 19 11 11 1 1 Steven A. Thebodo managing partner 1919 9 Alario & Associates PC 75 N. Main St., Leominster 01453 978-534-1999 • alariocpa.com 18 18 5 5 2 2 Robert C. Alario president 1954 10 CLA (CliftonLarsonAllen) (4) 100 Front St., Worcester 01608 508-713-6900 • claconnect.com 16 8,755 8 3,050 1 120 Trey Sturtevat managing principal office 1960 11 Spinelli CPA PC 146 W. Boylston Drive, Suite 302, Worcester 01606 508-365-6522 • spinellicpa.com 15 16 4 4 2 2 Karen J. Spinelli founder & CPA 2018 12 Cerrone Graham & Shepherd PC 370 Main St., Suite 750, Worcester 01608 508-754-8512 • cgscpas.com 13 13 4 4 1 1 Paul A. Cerrone managing partner 2013 12 Reagan & Co. PC 98 Adams St., Suite 101, Leominster 01453 978-534-4095 • reaganandcompany.com 13 13 6 6 1 1 Darlene M. Murphy president 1950 14 Bisceglia, Steiman & Fudeman LLP 339 Main St., Suite 110, Worcester 01608 508-799-2491 • bsfcpas.com 10 10 5 5 2 2 Robert H. Thompson managing partner 1997 15 Griffin & Co. PC One Cabot Road, Suite 260, Hudson 01749 508-752-8160 • griffincpas.com 9 9 4 4 1 1 David E. Griffin James E. Griffin Jr. co-managing partners 1947 15 Smith, Sullivan & Brown PC (5) 80 Flanders Road, Westborough 01581 508-871-7178 • ssbcpa.com 9 20 6 13 1 1 Juliana Caruso principal Linda M. Smith managing partner (6) 1993 17 Zack & Co. PC 5 Commonwealth Road, Natick 01760 508-651-1313 • cpatax.com 3 5 1 2 1 1 Michael Zack CPA 1993 Source: Each firm via survey as of Q1-Q2 2024. Notes: N/A=not available. Unable to confirm data by press time for Worcester's Jaffe, Yaffe & Feingold PC or Framingham's Sanchez and Santiago CPAs. CORRECTION: Chicago-based BDO USA LLC closed its Gardner office, which had been open since 1924. BDO reported 320 and 300 local staff members on WBJ's 2023 and 2022 surveys respectively. Upon closure of the Gardner office, it came to light that BDO had been reporting statewide employee counts as the local Central Mass. figure; the firm's Boston location is now the sole office statewide. (1) S&G LLP was acquired by New York-based Citrin Cooperman Advisors in July; all local staff is expected to remain in the Worcester office. (2) Year S&G LLP founded (3) Paresky Flitt & Co. LLP was acquired by Connecticut-based UHY in January. (4) Provided statewide staff counts as the local Central Mass. figures on WBJ's 2023 survey, but corrected this oversight in 2024; Worcester is CLA's only office in Central Mass. (5) Data from WBJ's 2023 survey (6) Additional leadership includes partners Sandy Brown and Maureen Sullivan. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com F O C U S L AW & AC C O U N T I N G

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