General Info

We are CPAs on the South Shore and Cape Cod specializing in homeowners’ associations, condominium trusts, real estate, and outsourced financial consulting for mid-sized companies. The managing partner of the firm, Heather L. Cozby, CPA, has the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost. She specializes in tax planning & preparation; audit, review & compilation services; management advisory services; bookkeeping; and accounting. Her unique niche is in working with homeowners’ associations and condominium trusts, advising with rental real estate, and providing outsourced financial consulting for mid-sized companies. She is more entrepreneurial than most accountants, and offers the best of both worlds - providing the services of a larger firm while retaining the ability to connect with her clients on a personal level.