A Newburyport CPA Firm That Knows the North Shore

Fifty plus years of tax, audit, and advisory work for closely held businesses in Newburyport and across Essex County.

Ambrosi Donahue Congdon and Co., P.C. is a CPA firm in Newburyport, Massachusetts, serving business owners across the North Shore for over fifty years. We are a full service practice covering tax planning, financial statement work, and year round advisory engagements for closely held companies in the $1M to $30M range. The firm is local, the partners are local, and the team understands the businesses that built Essex County and continue to anchor it.

Who We Serve in Newburyport

ADC CPA works with business owners who need more than a return filed once a year. Our clients are closely held companies that want a CPA in the loop throughout the year, involved in the decisions that matter, not just the ones that show up on a tax form.

The businesses we work with include:

  • Manufacturers and distributors operating on the North Shore
  • Professional services firms and practices
  • Family owned businesses across multiple generations
  • Business owners planning for succession, a sale, or ownership transition
  • Companies in the $1M to $30M revenue range that have outgrown a transactional CPA relationship

If your business is in Newburyport or the surrounding Essex County area and you are looking for a firm that already understands the local economy, the local lenders, and the types of challenges North Shore businesses face, you are in the right place.

Services for Newburyport Businesses

ADC CPA is a full service firm. You do not need to work with multiple providers to cover the financial needs of your business.

Our services for Newburyport business owners include:

  • Tax planning and preparation for businesses and their owners, with quarterly planning meetings available for clients who want proactive guidance throughout the year. Learn more about our business tax services.
  • Financial statement reviews and compilations for bank financing, investor reporting, and ownership needs. Full audit services are also available for organizations that require them. Learn more about our audit and assurance services.
  • Bookkeeping and monthly accounting that keeps your records current, reconciled, and ready for whatever the year brings. Learn more about our bookkeeping services.
  • Advisory support for the decisions that do not fit neatly into a tax return, including cash flow planning, bank covenant work, and strategic planning conversations.
  • Trust and estate services coordinated with your business planning for owners who want their personal and business financial picture managed together.

Why Fifty Years in Newburyport Matters

There is a difference between a firm that serves Massachusetts and a firm that has spent fifty years in Newburyport specifically. ADC CPA was founded here in 1974. The team has worked with manufacturers, service businesses, retail operations, and family practices across the North Shore through multiple economic cycles, tax law changes, and generational transitions.

That history translates into something practical for our clients. When a new client comes to ADC, we are not starting from scratch on understanding the regional economy, the local banking relationships, or the industries that anchor this part of Massachusetts. We already know the landscape because we have been operating in it for over five decades.

The firm has grown and evolved over the years, and today operates under the leadership of Anthony Rita and the commercial and government contracting teams that serve clients across Massachusetts and beyond. The core commitment has not changed: proactive, personalized service for business owners who want a CPA that is genuinely invested in their success.

How We Work with Newburyport Business Owners

ADC CPA structures client engagements around year round involvement, not tax season appearances. We offer three tiers of service designed to match the level of engagement your business needs, from foundational compliance and bookkeeping to fully advisory relationships with quarterly planning meetings.

What that looks like in practice:

  • An initial consultation to learn your business, understand what is and is not working with your current financial setup, and identify where there is the most opportunity
  • A scoping conversation to confirm which service tier fits your situation and what is in scope for the engagement
  • Onboarding, document collection, and a kickoff into the monthly or quarterly rhythm
  • Ongoing communication throughout the year, not just when a deadline is approaching

We also coordinate with your existing team. If you have an internal bookkeeper, a controller, an attorney, or a financial advisor, we work alongside them rather than around them.

If you are not sure whether ADC is the right fit, that is a fair question and one we are happy to discuss directly. Not every firm is right for every business, and we would rather have that conversation upfront than waste your time or ours.

What to Expect When You Reach Out

Getting started with ADC CPA begins with a consultation. There is no pressure and no commitment required to have the first conversation. We want to understand your business, where you are today, and what you are trying to accomplish. From there, we can tell you clearly whether we are the right firm for your situation and what working together would look like.

Newburyport business owners have been trusting ADC CPA with their financial picture for over fifty years. We take that trust seriously and earn it by being present, proactive, and genuinely useful throughout the year.

Ready for a CPA who knows the North Shore? Schedule a Consultation

Schedule a Consultation