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BGM Expands Northeast Presence with the Addition of John T. Chipman & Company, LLP

BGM, a Top 200 full-service accounting, tax, audit, and advisory firm headquartered in Bloomington, Minnesota, is pleased to announce that John T. Chipman & Company, LLP (JTC), a highly respected accounting and advisory firm based in Norwood, Massachusetts, has combined with BGM.

As part of the combination, JTC will immediately begin operating under the BGM name. JTC partners David C. Foster, CPA, CGMA, CBEC, and Lisa M. Gray, CPA, CGMA, along with the firm’s team, will join BGM and continue serving clients from the Norwood office.

This addition marks an important milestone in BGM’s continued growth, establishing the firm’s first Northeast location in the Boston area and expanding its ability to serve clients throughout New England. For more than 35 years, JTC has built a strong reputation for providing accounting, tax, consulting, and advisory services with a personalized, client-focused approach.

JTC serves businesses, individuals, and closely held companies across a range of industries, including manufacturing, distribution, construction, real estate, medicine, law, and retail. Clients will continue working with the professionals they know and trust, while gaining access to broader capabilities and a multidisciplinary team across accounting, audit, tax, consulting, wealth management, and trust and estate services.

“The addition of JTC represents an exciting step forward in BGM’s continued growth,” said Dane J. Boeckermann, CPA, Principal and CEO of BGM. “JTC has earned a strong reputation for technical excellence, trusted client relationships, and personalized service. Their culture and commitment to clients align closely with ours, making them an outstanding fit for BGM. Together, we are creating new opportunities to deliver deeper expertise and broader resources while maintaining the high-quality client service both firms are known for. We are excited to establish a presence in the Northeast and continue expanding our ability to serve clients across the country.”

“We are excited about the opportunities this combination creates for both our clients and our team,” said David C. Foster, CPA, CGMA, CBEC, Managing Partner of John T. Chipman & Company, LLP. “Joining BGM provides access to expanded resources, specialized expertise, and a broader network of professionals while preserving the trusted relationships and personalized service our clients value. We look forward to continuing to serve our clients from our Norwood office as part of the BGM team.”

The JTC team will remain in its current location in Norwood, Massachusetts, ensuring continuity for clients and employees while creating new opportunities for collaboration and growth. Clients of both firms will benefit from BGM’s expanded platform and service capabilities.

Joe Tarasco, CEO of Accountants Advisory Group, advised both parties on the transaction.

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.