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The merger strengthens Walter Shuffain’s position as a full-service advisory leader dedicated to helping clients make confident financial decisions through its expertise and proactive planning. The pairing combines the technical expertise, talent, and culture of two reputable firms. As part of Walter Shuffain, Richardson & Company will gain access to advanced technology, expanded resources, and specialized service capabilities, enabling its professionals to continue to provide exceptional service.  

With the addition of Richardson & Company, Walter Shuffain now boasts a team of approximately 120 professionals, including 18 Partners, with offices in Boston, Westwood and now, Medway.  

“The public accounting landscape today demands innovation and adaptability,” said Steven Richardson, Managing Principal of Richardson & Company. “Joining Walter Shuffain expands the breadth of talent and resources that are essential to continue improving the lives of our clients while empowering our professionals to deliver exceptional service,” said Richardson.  

“By joining forces with Richardson & Company, we are deepening our investment in delivering white-glove, full-service support that empowers our clients to thrive,” said Jonathan Yorks, Managing Shareholder of Walter Shuffain. “Our teams share a common vision: providing clarity and confidence through proactive communication, innovative thinking, and the highest standard of service,” said Yorks. 

Walter Shuffain has a long-standing reputation for excellence, celebrating more than 30 years of helping clients optimize their financial well-being. The firm has been recognized among Inside Public Accounting’s Top 200 Firms, Best of the Best Firms, and Fastest-Growing Firms, as well as one of Accounting Today’s Best Firms to Work For.  

For questions, contact David Oneil, david.oneil@wsadvisors.kinsta.cloud 

About Walter Shuffain Advisors Inc. 

A Boston-based accounting and business advisory firm, Walter Shuffain is known for its commitment to helping private businesses and accomplished individuals reach their ideals. They provide comprehensive consulting, advisory, and tax services through technical prowess and meaningful relationships. The firm specializes in construction, distribution, health care, manufacturing, private equity, professional services, real estate, technology, and wholesale. Walter Shuffain is a partner firm on the Ascend platform, backed by people-focused private equity firm Alpine Investors. For more information, visit wsadvisors.com 

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Each year, IPA analyzes more than 35 metrics from data gathered from over 600 firms that participated in the IPA Practice Management Survey. The Best of the Best designation is awarded to only 75 firms across North America.

“This recognition as one of IPA’s Best of the Best firms is a true honor,” said Jonathan Yorks, managing shareholder at Walter Shuffain. “It reflects the collective commitment of our team to deliver trusted guidance and high-impact service to our clients. As we continue to grow and evolve, being named among the Best of the Best reinforces the value of our strategic vision and the strength of the relationships we’ve built.”

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The IPA Top lists are the most comprehensive lists of North American public accounting firms. IPA Top 100, 200, 300, 400, and 500 firms are ranked by U.S. net revenues and are compiled by analyzing the nearly 600 responses received this year for IPA’s Survey and Analysis of Firms. This is IPA’s 35th annual ranking of the largest accounting firms in the nation. 

“We are honored and grateful to be named an IPA Top 200 accounting firm once again,” said Jonathan Yorks, managing shareholder at Walter Shuffain. “This year’s recognition is especially meaningful, as we not only maintained our position among the top firms but also climbed 18 spots and were named one of IPA’s Fastest Growing Firms. These accomplishments reflect the strength of our team, the trust of our clients, and the strategic growth we’ve pursued. We’re excited about the road ahead and remain committed to helping individuals and organizations make better decisions and achieve their goals.” 

For questions, contact Jonathan Yorks at jyorks@wsadvisors.kinsta.cloud 

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In her new role, Debbie will continue to provide tax and consulting expertise to clients in various industries while taking on expanded leadership responsibilities within the firm.  

Debbie joined Walter Shuffain in 2012 as a Supervisor in the Tax Department. She has demonstrated technical expertise, a commitment to client success, and to fostering professional growth within the firm.  

“We are thrilled to recognize Debbie’s dedication and hard work with this well-deserved promotion,” said Jonathan Yorks, Managing Partner of the firm. She has consistently gone above and beyond to support our clients and our team, and we are excited to see her continued contributions as a Manager,” said Yorks. 

Debbie is a member of the Massachusetts Society of CPAs and Walter Shuffain’s corporate social responsibility committee.  

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Todd is the Partner in charge of Walter Shuffain’s Client Accounting Services (CAS) Practice. A proven financial leader, Todd and his team provide proactive accounting solutions from basic accounting services to CFO consulting to individuals, businesses and nonprofits of all sizes. Since joining the firm in 2023, Todd has played a key role in building and expanding the firm’s CAS practice. 

“As our firm continues to grow, Todd has played a key role in driving the expansion of Client Accounting Services for Walter Shuffain, making a significant impact on both our clients and our team” said Jonathan Yorks, Managing Partner of the firm. “His promotion to Partner is a testament to the rapid growth of CAS and his dedication to growing the department. We are all excited to see how his leadership will continue to shape the future of our firm,” said Yorks.  

Todd holds a bachelor’s degree in accounting from Northeastern University and a Master’s in Taxation from Suffolk University. Todd is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs. 

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As CGO, Chris will be a key part of Walter Shuffain’s executive leadership team, responsible for developing, leading, and executing the strategic growth agenda. Chris will play a crucial role in aligning strategic initiatives, fostering innovation, and maintaining a strong commitment to client service excellence—all essential to Walter Shuffain’s continued growth and success.

Before joining Walter Shuffain, Chris served as Strategic Finance Director at Epic Games, where he worked closely with executive leadership to drive revenue and profit growth initiatives. He also held key leadership roles, including Vice President of Business Operations and Strategy at a digital growth equity firm. At McKinsey & Company, a global management consulting firm, Chris led client engagements and advised senior leaders on revenue growth management and strategy, sales transformations, and finance. His diverse experience across finance, strategy, and consulting brings a strong foundation for driving business growth and innovation.

Chris holds a Bachelor’s Degree in Finance from SMU Cox School of Business and a Master’s of Business Administration from Harvard Business School.

“We are thrilled to welcome Chris to the firm as our first Chief Growth Officer,” said Jonathan Yorks, Managing Partner at Walter Shuffain. “His background, perspective, and experience align seamlessly with our vision for the future. This role will be instrumental in ensuring our team has the guidance and support needed to maintain momentum and achieve our strategic growth goals,” said Yorks.

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Before joining Walter Shuffain, Todd was a Partner in the Client Accounting Services practice at a Boston CPA firm. Todd worked closely with closely held businesses and their owners, offering valuable tax, accounting, and advisory support.

Todd also has experience as a business owner and Chief Financial Officer. He spent almost two decades launching and growing a startup firm and was CFO for a global social impact consulting firm. During his tenure, he provided valuable guidance to business owners, helping them navigate the challenges of growth and expansion into new markets.

“We are excited to have Todd join our leadership team,” said Jonathan Yorks, Managing Shareholder at Walter Shuffain. “His wealth of experience as a CPA, business owner, and CFO will be indispensable as he leads our Client Accounting Services practice. This addition will enable us to better serve our clients’ growing demand for these services,” said Yorks.

Todd served in the U.S. Army, where he was a First Lieutenant. He also holds a bachelor’s degree in accounting from Northeastern University and a Master’s in Taxation from Suffolk University. Todd is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs.

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The IPA Top lists are the most comprehensive lists of North American public accounting firms. IPA Top 100, 200, 300, 400, and 500 firms are ranked by U.S. net revenues and are compiled by analyzing the nearly 600 responses received this year for IPA’s Survey and Analysis of Firms. This is IPA’s 33rd annual ranking of the largest accounting firms in the nation.

“We are honored and grateful to again be named an IPA Top accounting firm,” said Walter Shuffain, managing shareholder Jonathan Yorks. “To be in the Top 200 is a wonderful recognition of the growth of our firm, and we are grateful to the clients and employees who support our firm’s continued success. We are excited about the future and to continue helping individuals and organizations make better decisions and reach their ideals.”

Walter Shuffain has offices in Boston and Westwood, Massachusetts, and maintains a staff of more than 90 employees.

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As an independent member of the BDO Alliance USA, Walter Shuffain can expand the services offered to clients by drawing on the resources of BDO USA, LLP, one of the nation’s leading professional services firms, and other Alliance members. Across the U.S., and in over 160 countries through our global organization, BDO professionals provide assurance, tax and advisory services for a diverse range of clients.

“Our client base here in Boston is increasingly exploring business opportunities in other domestic markets and foreign countries. The BDO Alliance USA allows us to better serve these clients as they expand regionally, nationally and globally, while maintaining our autonomy,” said Jonathan Yorks, Managing Partner of Walter Shuffain. “In addition to the geographic benefits, our firm will have access to greater technical knowledge and specialty services of BDO USA and its international organization.”

The BDO Alliance USA enhances Member firm capabilities through the availability of supplementary professional services, comprehensive management consulting services, focused industry knowledge, and internal training programs.

“We believe the professionals of Walter Shuffain share BDO’s commitment to exemplary client service and we want to welcome them into the BDO Alliance USA,” said Michael Horwitz, BDO USA, LLP Partner and Executive Director of Alliance Services.

About the BDO Alliance USA

The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for these firms, by accessing the resources of BDO USA, LLP and other Alliance members, to expand services to their clients without jeopardizing their existing relationships or their autonomy. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.

About BDO USA, LLP

The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. At BDO, our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes for our people, our clients and our communities. Across the U.S., and in over 160 countries through our global organization, BDO professionals provide assurance, tax and advisory services for a diverse range of clients. BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms.

About Walter Shuffain, P.C.

Walter Shuffain, a Boston-based CPA firm, is known for its commitment to helping private businesses and the affluent reach their ideals. They provide comprehensive consulting, advisory, tax, and audit services through technical prowess and meaningful relationships. The firm specializes in construction, distribution, health care, manufacturing, private equity, professional services, real estate, registered investment advisors, technology, and wholesale. For more information, visit wsadvisors.com

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