1. 1. www.waldronrand.com 1 May 2015 A Century of Insight and Advice
2. 2. Founded in 1912, Waldron H. Rand & Company, P.C. is one of the oldest accounting firms in the country. The history of Waldron H. Rand & Company is the history of the U.S. accounting profession. It was a great year to be a Beantown baseball fan. Fenway Park opened and the Red Sox won the 1912 World Series beating the New York Giants. Al Jolsons That Haunting Melody topped the charts. The accounting profession was in its infancy and Waldron Rand would play a critical role in shaping the growth of his chosen field. From the Beginning www.waldronrand.com 2
3. 3. Waldron Rand addresses the question: What is a CPA? 1914 - Waldron Rand gives a speech entitled, What is a CPA? 1918 -1920 Waldron Rand elected President of the AIA: American Institute of Accountants (predecessor to AICPA). www.waldronrand.com 3
4. 4. Our leadership team brings international firm experience, diverse specialties and skills, and varied industry knowledge to every client relationship.* *member of KS International, an association of independent accounting firms located around the world Our Leadership Team We are more than accountants, we counsel people and help them find solutions. www.waldronrand.com 4
5. 5. 2012 Waldron H. Rand & Company turns 100! To commemorate this milestone, employees provide 1,912 hours of community service donating their time and talents to many organizations including: Committed to our clients and our community www.waldronrand.com 5 The Greater Boston Food Bank Alzheimers Association Birthday Wishes Boston College Legal Assistance Bureau Codman Community Farms Dana-Farber Cancer Institute Elisabeth Stone House Fisher House The Jimmy Fund The Lions Club Luz Y Vida Mark Bavis Leadership Foundation Needham Bank Great Hall Concert Series Pancreatic Cancer Action Network ParentTalk Project night night Raynham Food Basket
6. 6. Assurance Independence, Accountability Preparing reliable and consistent financial information for stakeholders. Audits, reviews, & compilations Agreed-upon procedures Employee Benefits plans Taxation Best Practices, Best Results Providing tax compliance and planning solutions. Business Taxation Individual and Fiduciary Taxation International Taxation Business Advisory Compliance, Opportunity, Success Offering a wide range of advisory services to enhance business performance. Mergers and acquisitions Sale of business and succession planning Business expansion analysis Business plans, financial projections www.waldronrand.com 6 Services Offered Estate & Gift State & Local
7. 7. www.waldronrand.com 7 Industries Served Our team approach enables us to draw upon one anothers areas of specialization to meet each clients needs. We serve a wide range of 21st Century industries, including: Real Estate Technology Life Sciences Professional Services Retail Manufacturing Distribution Construction Healthcare Food Service Non-profit organizations Condominiums & Homeowners Associations Employee Benefits Plans
8. 8. 2014 The Firm moves to its current location in Dedham. Even with all his foresight and passion, Waldron Rand could not have envisioned the day when the accounting profession would be recognized and established worldwide. Today, his namesake firm has evolved into a 21st century business with a highly trained team of professionals dedicated to helping clients shape their futures. A 21st Century Business www.waldronrand.com 8
9. 9. Translate complex financial information into critical knowledge Demystify the tax process Anticipate and create opportunity Help our clients navigate any economic climate Waldron H. Rand & Company, P.C. Combining insight, integrity, clarity and objectivity to: www.waldronrand.com 9