This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Rutland, VT. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
Davis & Hodgdon Associates CPAs #
Website: https://www.dh-cpa.com
Phone: 802-775-7132
Davis & Hodgdon Associates CPAs is a certified public accounting firm with a presence in Rutland, Vermont. According to its website, the firm maintains a Rutland office at 225 South Main Street, Rutland, VT 05701, reachable at 802-775-7132. The firm operates additional offices in Williston, Vermont, at 33 Blair Park Road, Suite 201, and in St. Albans City, Vermont, at 8 South Main Street, so while it serves the Rutland market through a local office, it is a multi-location Vermont firm rather than a single-office Rutland practice.
The website presents the firm as part of a broader group, the Davis Hodgdon Accounting Group, that offers tax planning and preparation through Davis & Hodgdon CPAs, financial and investment planning through an affiliated entity called Copper Leaf Financial, and client accounting services through a unit called Convergent Accounting. The firm describes Convergent Accounting as helping clients take control of their finances so they can focus on running their business, which reflects the firm’s client accounting and bookkeeping support. The website notes that Copper Leaf Financial is an affiliated and separately registered entity.
The firm’s described services span several areas. Its tax and compliance work is presented with an emphasis on proactive, rather than reactive, tax planning and preparation, and the website draws a distinction between tax planning and tax preparation as separate disciplines. The firm also offers audits, reviews, and compilations, business client accounting, business consulting and advisory services, wealth management and retirement planning, and succession planning. It organizes its offerings by type of service, by client type, and by industry.
By client type, the firm states that it works with businesses, individuals, and nonprofits. By industry, the website lists nonprofits, dealerships, construction, dentists, manufacturing, and veterinary practices. The inclusion of construction among its named industry specialties indicates that the firm has experience serving contractors and construction businesses, which is relevant to home-service and trades work, although the source does not break that category into specific trades such as HVAC, plumbing, or roofing.
The firm describes its core values as innovating, being committed, and being people-focused, and it frames itself as a solution-based organization that seeks continuous improvement and aims to create efficiencies for clients. The website elaborates on these values, stating that the firm is made up of curious individuals who think outside the box to create efficiencies and solve problems, that it is fully committed to proactively helping clients and staff and invested in their success, and that it is always focused on doing the right thing for clients, staff, and the community. Two client testimonials on the website reference work that included helping a business procure Employee Retention Credit stimulus funds during the pandemic, helping a company adjust its operations in response to lost revenue, and modernizing another company’s financial practices. One testimonial notes that the client interviewed five accountants before selecting the firm, and another comments that the firm’s fees were reasonable. The website also references resources such as a tax tables brochure, Vermont business resources, white papers, podcasts, and virtual town hall events, and it notes that the affiliated Copper Leaf Financial hosts monthly town halls covering topics that range from estate planning basics to sustainable investing.
The firm presents itself as offering the resources of a larger practice combined with attentive service, and it highlights a comprehensive approach in which tax planning, financial planning, and client accounting services each have dedicated staff. It frames this combination as a one-stop option for a client’s business and individual financial needs.
For directory purposes, Davis & Hodgdon Associates CPAs is a multi-office Vermont certified public accounting firm that serves the Rutland area through its South Main Street office and also operates in Williston and St. Albans. The firm provides tax planning and preparation, audits and reviews, business client accounting and bookkeeping, business advisory services, wealth management, and succession planning to businesses, individuals, and nonprofits, including clients in the construction industry. Prospective clients can reach the Rutland office at 802-775-7132.
O’Brien Shortle Reynolds & Sabotka, PC #
Website: https://www.vtcpa.com
Phone: (802) 773-8344
O’Brien Shortle Reynolds & Sabotka, PC is a certified public accounting firm located in Rutland, Vermont. According to its website, the firm’s office is at 54 N. Main Street, Rutland, VT 05701, with a mailing address of PO Box 100, Rutland, VT 05702. The firm states that it has served individuals and businesses across Vermont for more than four decades and that it was founded in the 1980s, describing itself as a cornerstone in the Rutland community. Its website presents the firm as a local Rutland practice that also serves clients throughout New England and beyond.
The firm offers a range of accounting and financial services. Its tax planning and preparation work is described as combining proactive strategies with precise preparation intended to reduce liabilities and keep clients ahead of deadlines. According to the website, the firm prepares taxes for individuals and families, corporations, partnerships, trusts, estates, and not-for-profit organizations. Its accounting and auditing services include compilations, reviews, audits, and agreed-upon procedures for multiple industries, with the firm noting that accurate financial reporting helps clients operate with confidence and make informed decisions.
Bookkeeping is presented as a distinct offering. The website describes full-service monthly bookkeeping along with financial reporting intended to give business owners confidence in monitoring the performance of their businesses. The firm also offers QuickBooks ProAdvisor support, which it describes as certified support, training, and optimization to help clients and their teams streamline bookkeeping. These services indicate that the firm handles ongoing transactional accounting work in addition to tax and audit engagements.
Additional services described on the website include business advisory and consulting, which the firm frames as strategic insight to strengthen operations, improve profitability, and support business growth, and financial planning, which covers retirement planning, investment strategy, and wealth preservation. The firm also lists a specialized service in condominium and homeowners association accounting, describing tailored services for Vermont’s condominium associations and HOAs that range from budgeting to full-service financial reporting.
The firm characterizes its approach as personalized and high-touch, stating that it provides attentive guidance tailored to each client’s financial situation and aims to simplify complex decisions. It describes itself as a full-service advisory practice that looks beyond the balance sheet, combining tax strategies with long-term financial planning. The website emphasizes the firm’s longstanding local presence and its reputation for reliability and professionalism in the Rutland area.
The source material does not specifically identify trades or home-service industries such as HVAC, plumbing, electrical, or roofing as a focus of the firm. The website notes that the firm provides audit and accounting services for multiple industries but does not name particular contractor or construction specialties, so this listing does not attribute any such focus to the practice. The firm’s clearly described market consists of individuals, families, businesses, and nonprofits, along with condominium associations and HOAs, throughout Vermont and the broader New England region.
The firm states its mission simply as empowering a client’s financial future, and it describes delivering more than numbers by providing the confidence and clarity clients need to move forward. It presents itself as a trusted local firm offering a welcoming setting and thoughtful guidance, and it highlights what it calls decades of trusted local experience along with full-service advisory support for every stage of a client’s financial life. The website encourages prospective clients to contact the firm for tax guidance, advisory support, or comprehensive accounting services.
The website notes some administrative details for clients, including client login options through Citrix ShareFile and SmartVault, an online payment system, and a stated surcharge of 3 percent on credit card payments. A secondary phone number, (802) 773-6351, also appears on the site.
For directory purposes, O’Brien Shortle Reynolds & Sabotka, PC is a long-established certified public accounting firm based in downtown Rutland that provides tax planning and preparation, accounting and auditing, monthly bookkeeping, QuickBooks support, business advisory, financial planning, and association accounting services to clients in Rutland and across Vermont and New England. Prospective clients can reach the office at (802) 773-8344.
Saint’s Accounting #
Website: https://www.saintsaccounting.com
Phone: (802) 774-8869
Saint’s Accounting is an accounting practice based in Rutland, Vermont. According to its website, the firm works with businesses throughout the Rutland region and also serves tax clients across the country. The practice is presented as a local accounting firm in Rutland, and the website is written in the first person by its accountant, who can be reached by email at samantha@saintsaccounting.com. The firm describes itself simply as a practice focused on helping clients understand their numbers.
The website emphasizes the relationship-driven nature of the work. The firm states that it takes pride in the long-lasting relationships it has built with clients in Vermont and across the country, and it describes approaching client situations honestly, professionally, and ethically so that each client experience is a valuable one. The site notes a welcoming attitude toward client questions, stating that no question is ever a poor one, and frames the day-to-day work as a combination of detailed numerical analysis and analytical thinking.
In terms of services, the website describes the firm’s purpose as understanding a client’s vision for their business and then working together toward that vision. The firm states that its goal is to help clients save more, pay themselves more, and have their business work for them rather than the other way around. The site organizes its offerings into accounting services and tax services, indicating that the practice provides both ongoing accounting support and tax work for its clients, though the source does not enumerate a detailed list of individual service lines beyond these categories.
The website also references several practical resources and informational items for clients. These include notes on tax changes the firm has flagged for clients to be aware of, such as beneficial ownership reporting as a federal requirement that the firm noted should be completed by a federal deadline, and a Vermont tax on net self-employment earnings, as well as a general reference to several larger tax changes affecting individuals and businesses. The firm presents these items under a heading describing them as helpful tidbits for taxes and business, suggesting that part of its approach is keeping clients informed about regulatory developments that may affect them. The firm offers a client portal, invites prospective clients to become clients through its website, and provides a calendar link for booking a phone appointment, noting that email is the best method for communication and listing the contact address samantha@saintsaccounting.com for that purpose.
The source material does not identify any specific trades or home-service industries such as HVAC, plumbing, electrical, or roofing as a focus of the practice. It describes general work with businesses in the Rutland region and individual tax clients elsewhere, so this listing does not attribute any particular contractor or construction specialization to the firm. The clearly stated market is small businesses in and around Rutland together with tax clients in other parts of the country.
Because the firm serves businesses throughout the Rutland region from a local base, it is presented here as a Rutland-area practice. At the same time, the website is clear that the firm also takes on tax clients across the country, so its reach extends beyond the immediate local market for that portion of its work. The relatively concise nature of the firm’s website reflects a small, personally run practice rather than a large multi-partner firm, and this listing limits its description to what the source supports.
For directory purposes, Saint’s Accounting is a locally based accounting and tax practice serving small businesses in the Rutland region and tax clients across the country, with an emphasis on personal relationships and helping owners understand and improve their business finances. Prospective clients can reach the firm by phone at (802) 774-8869 or by email at the address listed on its website.