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