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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 Jolsons 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 Alzheimers 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 anothers areas of specialization to
meet each clients 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