Accounting, Tax & Advisory Services in Waltham, Massachusetts
Accounting Firm Serving Waltham, Massachusetts
Cherry Bekaert's Waltham, Massachusetts office serves the greater Boston area with a team of experienced CPAs and advisors, providing accounting, audit and assurance, tax, and advisory services to middle-market organizations.
The Firm entered the Boston market in 2024 through the acquisition of Katz, Nannis + Solomon, a full-service CPA firm known for exceptional experience serving the technology and life sciences industries, as well as working with venture capital and private equity-backed companies.
Cherry Bekaert has earned recognition for our commitment to service excellence and industry leadership, including being named a ClearlyRated 2026 Best of Accounting® Award winner and ranking #17 on Accounting Today's 2026 Top 100 Firms list.
Our Waltham team works closely with founders, CFOs, and investors of middle-market businesses throughout Massachusetts to deliver practical, forward-looking solutions across accounting, audit, tax and advisory services. Together, these solutions help them plan, grow and adapt with confidence.
At Cherry Bekaert, we're more than just a CPA firm — we're your trusted advisor. Whether you need support with financial reporting, tax planning, compliance, or strategic advisory initiatives, our professionals bring the local market insight and national resources needed to help your business move forward.
Ready to take your business to new heights? Contact Cherry Bekaert today to explore how our CPAs and advisors can support your financial and strategic goals.
Jeff is responsible for overseeing relationships to provide a coordinated, seamless service experience for clients served in Waltham and across the Greater Boston market. He specializes in serving fast-growing, privately held, and venture or angel-backed companies across various industries, including technology, life sciences and robotics.
Featured Industries
Technology Industry Solutions
Cherry Bekaert advises technology companies as they scale, innovate and prepare for what’s next. Our Waltham-based professionals support software, SaaS, fintech, and emerging tech companies with tailored tax, accounting and advisory services built for high-growth environments.
Life Sciences Industry Solutions
Cherry Bekaert supports life sciences companies across all stages of growth with tailored tax, assurance, and advisory services designed to navigate regulatory complexity, scale operations and drive long-term value.
Private Equity Industry Solutions
From fund formation through exit, Cherry Bekaert supports private equity firms and their portfolio companies with integrated tax, accounting, assurance and advisory services. We help sponsors manage risk, uncover value, and move faster across every stage of the investment lifecycle.
All Industries We Serve
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