Platinum Partner: Bridgepoint Consulting, LLC
Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the complexities of growth and change. We work with the C-Suite—with a focus on finance, risk, and technology leaders—to provide strategic resources and support critical business transitions. Our services are geared to organizations in transition, including firms experiencing high growth, meeting compliance objectives, or transforming to meet strategic
benchmarks or an M&A opportunity. Whether an organization needs interim
expertise to improve infrastructure and processes or strategic management
of a major transition or transaction, Bridgepoint’s team of qualified professionals can help.
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Platinum Partner: CFGI, LLC
CFGI, a Carlyle and CVC Capital Partners portfolio company, is a leading global accounting and business advisory firm. We partner with our clients on their most important regulatory, transaction, and business improvement initiatives. Our team of over 1,000 former Big 4 professionals brings expertise across technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, and technology solutions— all delivered with an independent and roll-up-the-sleeves approach. CFGI was founded in 2000 and serves
thousands of global clients across 19 offices throughout the Americas, Europe,
and the Asia Pacific regions.
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Platinum Partner: CohnReznick LLP
CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.
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Platinum Partner: Dayforce
Dayforce (formerly Ceridian) is a comprehensive human capital management (HCM) platform that provides organizations with a unified solution to manage the entire employee lifecycle. It integrates core HR, payroll, benefits, workforce management, and talent management processes into a single, cloud-based application. Dayforce enables companies to streamline operations, improve compliance, enhance employee engagement, and make more informed business decisions by leveraging real-time data, advanced analytics, and intuitive user interfaces.
With its scalable and flexible design, Dayforce supports businesses of all sizes and across various
industriesnin optimizing their workforce management strategies.
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Platinum Partner: FinTeam One
We are your dedicated Finance Team! FinTeam's vision is to transform the financial landscape for businesses of all sizes and bring the future of managed financial services to small to medium-sized companies. Our mission is to empower businesses with the financial tools and expertise needed to perform wonders. We believe that simplifying financial management enables our clients to focus on what they do best while we handle the numbers. Together, we're shaping a future where financial success is within reach for every business.
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Platinum Partner: G-P
G-P helps growing companies unlock their full potential by making it possible to build highly skilled global teams in days instead of months. Through the #1 SaaS-based Global Growth Platform™, we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices. It’s the everywhere workforce, working together. G-P, Global Made Possible.
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Platinum Partner: Ledgent Finance and Accounting Boston
Ledgent Finance and Accounting is a professional staffing and recruitment firm specializing in connecting qualified finance and accounting professionals with companies in need of their expertise. With a focus on providing personalized staffing solutions, Ledgent helps businesses of all sizes find the right talent to meet their financial and accounting needs. Whether it's temporary staffing, temp-to-hire, or direct placement services, Ledgent's team of experienced recruiters works closely with both candidates and clients to ensure successful matches.
By leveraging their extensive network and industry knowledge, Ledgent strives to support
companies in building high-performing finance and accounting teams while assisting
professionals in advancing their careers.
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Platinum Partner: M&T Bank
M&T Bank is a regional financial institution committed to providing personalized banking, investment, and wealth management services to individuals, businesses, and communities across the Northeastern and Mid-Atlantic United States. With a rich history spanning over 160 years, M&T Bank is known for its focus on customer relationships, community involvement, and financial expertise. The bank offers a comprehensive range of products and services, including checking and savings accounts, mortgage and lending solutions, commercial banking,
insurance, and investment advisory services. Through a network of branches, ATMs, and
digital channels, M&T Bank aims to empower its customers to achieve their financial goals
while fostering economic growth and stability in the communities it serves.
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Platinum Partner: Zone & Co
Zone & Co is reinventing the way companies approach back-office excellence, empowering finance leaders and their teams to scale and thrive in today's dynamic business landscape. Our highly flexible platform enhances out-of-the-box ERP capabilities, offering maximum visibility and control over company operations. From complex billing & revenue recognition to AP automation and advanced FP&A reporting, Zone's unified platform integrates seamlessly with leading ERP software, adapting precisely to evolving needs. Trusted by over 3,000
customers worldwide, Zone & Co is committed to delivering real-world solutions that
deliver tangible results for its customers. Headquartered in Boston, MA, with hubs
across Europe, North America, Australia, and Asia, we're dedicated to shaping the
future of enterprise back-office management.
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Gold Partner: Ameriprise Financial Services, LLC
2221 Washington St.
Suite 202
Newton, MA 02462
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Gold Partner: KBW Financial Staffing & Recruiting
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