MEET BOB

MEET BOB

Bob’s personal approach as a CPA goes beyond tax returns and financial statement preparation. Clients who work with Bob appreciate the application of an industry-specific focus on improving business operations and profit margins. Bob’s attention to clients’ success results in strong, lasting relationships with open communication. His entrepreneurial way of thinking allows Bob to solve problems creatively.

Education

Bachelor of Science in Economics, University of Massachusetts (Amherst)

Certificate of Accountancy, Bentley University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

Massachusetts Restaurant Association

BACKGROUND

BACKGROUND

Bob began his professional career with current Edelstein principal, Bob O’Connor, and partner, Tim O’Connor at their CPA practice, Baker O’Connor, LLC. The firm then merged with Edelstein & Company in 2012. In addition to assisting clients with tax reporting and financial statement preparation, Bob has developed an interest in consulting with clients in the food and beverage, manufacturing, and retail industries.

HOW BOB CAN HELP

HOW BOB CAN HELP

  • Prepare and analyze financial statements
  • Assist with Quickbooks
  • Provide effective tax planning and compliance for individuals and businesses
  • Analyze costs to identify and prioritize cost-saving opportunities, allocate resources effectively, design smart growth strategies
  • Conduct menu engineering to increase profitability by encouraging purchase of high-profit items
OUTSIDE THE OFFICE

OUTSIDE THE OFFICE

I enjoy spending time with family, eating at nice restaurants, and playing music.