Rebecca Warren, CPA, MBA, MST
Partner
Top 5 Things to Know About Rebecca
- Advises business owners on growth, succession, and exit planning
- Brings deep experience in construction, real estate, and manufacturing
- Combines accounting, tax, and advisory expertise to support long-term goals
- Helps clients use financial data to drive strategic decisions
- Passionate about mentoring future leaders within the firm
Rebecca Warren helps business owners navigate important decisions with confidence, from managing growth and strengthening operations to preparing for succession or a future sale. Through thoughtful conversations and a deep understanding of her clients’ goals, she helps translate financial information into actionable strategies that support long-term success.
Rebecca works closely with clients in the construction, real estate, and manufacturing industries, providing accounting, audit, tax, and consulting services tailored to their unique needs. In addition to supporting financial reporting and compliance requirements, she advises clients on business systems, forecasting, cash flow management, growth strategies, and performance measurement. By helping business owners establish meaningful goals and monitor key performance indicators, Rebecca enables them to make informed decisions about scaling their businesses, strengthening banking relationships, and evaluating investment opportunities.
Known for her collaborative approach and ability to build trusted relationships, Rebecca serves as a long-term advisor who helps clients prepare for both opportunities and challenges. She is equally committed to developing future leaders within the firm through mentoring, coaching, and leadership development initiatives.
- Business Advisory Services
- Succession & Exit Planning
- Financial Forecasting
- Cash Flow Management
- Construction Industry Services
- Real Estate & Manufacturing Services
- Master of Science in Taxation (MST), Suffolk University
- Master of Business Administration (MBA), Suffolk University
- Bachelor’s Degree in Business Administration, Salem State University
- Certified Public Accountant (CPA)
- Member, Walter Shuffain Coaching & Evaluation Committee
- Co-Chair, Walter Shuffain Annual Leadership Retreat Planning Committee
- Active Participant, Walter Shuffain Leadership Development Program
Rebecca is an active member of the Easton Moms Club, where she contributes to community service initiatives, volunteer projects, and donation drives throughout the year. Coming from a family of accountants, she discovered her passion for the profession early in life and has carried that enthusiasm throughout her career. She values opportunities to give back, strengthen her community, and build meaningful relationships both inside and outside of work.