March 2013

O'Connor & Drew P.C., Braintree and Winchester, announced that:

Frank O'Brien, CPA, CIA, CFE presented at the Massachusetts State Automobile Dealers Association's 2013 Legal and Accounting Update in February.

Steven Cohen, CPA discussed A-133 Audits at the Massachusetts Community Colleges Comptrollers Meeting in February.

January 2013

Emily Kerwin, Nelia Kruger and Yuri Pavlikovich passed the CPA Exam.

Zachary Laflash was promoted to audit supervisor and Colby Cabral and Benjamin DeForest were promoted to audit senior.

Mark Dow, CPA, MST delivered a presentation titled "Developing a Niche Practice Area" to member firms of Enterprise Worldwide at their Annual Leadership Conference held in Las Vegas.

December 2012

On December 12, 2012, Frank O’Brien presented on the topic of fraud in automotive dealers in front of the Ford Regional IX NADA 20 Group. The group consisted of Ford dealers from the Northeast region of the United States. Download the presentation.

November 2012

Rita Leung, CPA and Gloria Kim, MSA, MBA joined the firm as tax seniors

Brittany Steadman joined the firm as a tax staff

Ryan Brochu, Mark Chandoo, Amy Daniels, Kristopher DaRosa, and Kamila Karnas joined the firm as staff accountants.

September 2012

We are pleased to announce that as of September 1, 2012 we are joining forces with Fougere & Associates, Inc., adding a Winchester office to our growing firm. As we look to expand our service offerings to better serve our clients, it has become clear to both firms that this is a promising and mutually beneficial opportunity. Should you need to visit our offices, we hope our new North Shore location will bring an added level of convenience. We look forward to seeing you there and to welcoming Fougere & Associates, Inc. staff and clients to the O'Connor & Drew family.

Zachary Laflash passed the CPA Exam.

July 2012

Todd Merriam, CPA was promoted to Audit Supervisor.

Michael Landry was promoted to Audit Senior.

Candice Deligolia, Tayla Grande, Emily Kerwin, Nicholas Violandi and Jamie Walker were promoted to Experienced Staff.

June 2012

Lauren Carnes and Mitchell Halpern presented a seminar this morning for auto dealers on “Protecting Your Revenue.” Topics included sales & use tax, cash reporting, demo reporting and employee classification. It was well attended and dealers left being more aware of areas in which their dealerships might be exposed to a government examination. Slides from the presentation can be viewed on our website by going to Special Alerts and selecting “Protecting Your Revenue - Tax Compliance Seminar.”

Frank O'Brien spoke to the Community College and State Universities of Massachusetts regarding the Cleary Act.

David DiIulis and Steven Cohen sat on a panel to discuss the Single Audit to the State Universities and Community Colleges of Massachusetts.

David DiIulis attended the American Institute of Certified Public Accountants Not-For-Profit Annual Conference in Washington, D.C. on June 20th through June 22, 2012.

April 2012

O’Connor & Drew PC, Braintree, announced that Eric Santos passed the CPA Exam.

Chris Stenmon, a principal of O’Connor & Drew PC, Braintree, and others from the firm, organized the 14th Annual End of Tax Season Fundraiser on April 28 at Florian Hall in Boston to benefit FSH Muscular Dystrophy and the FSH Society. The event raised over $35,000.

January 2012

O’Connor and Drew, PC is pleased to announce that it has successfully completed a peer review of its accounting and auditing practice. The review determined that the firm has in place a system of quality control that encompasses its organizational structure and has adopted policies and established procedures to provide reasonable assurance that the firm's accounting and auditing practices conform with professional standards established by the AICPA.

The American Institute of Certified Public Accountants’ Peer Review Program is dedicated to enhancing the quality of accounting, auditing and attestation services performed by AICPA members in public practice. Such reviews, required every three years, are administered and approved by the Massachusetts Society of CPAs under policies and procedures established by the AICPA Peer Review Board. Only AICPA member firms that pass their peer review can issue financial statements prepared in accordance with Generally Accepted Accounting Principles.

O’Connor and Drew, PC is committed to periodic peer reviews to enhance the quality of its accounting and auditing services. To see the latest peer review report, please click here.

O’Connor and Drew, PC announced that Jeffrey Caruso was named partner at the firm.

November 2011

Kathryn Loranger, CPA, joined the firm as a tax manager.

Candice Deligolia, Tayla Grande, Emily Kerwin, Nicholas Violandi, and Jamie Walker joined the firm as staff accountants.