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www.waldronrand.com 1
May 2015
A Century of Insight and Advice
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 Jolson’s “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
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
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
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
 Alzheimer’s 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
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
www.waldronrand.com 7
Industries Served
Our team approach enables us to draw upon
one another’s areas of specialization to meet
each client’s 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
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
• 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

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W rand slide share - short version -1d

  • 1. www.waldronrand.com 1 May 2015 A Century of Insight and Advice
  • 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 Jolson’s “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. 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. 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. 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  Alzheimer’s 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. 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. www.waldronrand.com 7 Industries Served Our team approach enables us to draw upon one another’s areas of specialization to meet each client’s 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. 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. • 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