Leadership
Meet our team of experts who are ready to support your growth and push you to new heights. It’s through close collaboration, critical thinking, and courage that we will determine what tomorrow looks like together.
Core Services
- Audit & Accounting
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Employee Benefit Plan Audits
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Master of Science in Accountancy degree
- Providence College, Bachelor of Science in Business Marketing
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CCIFP—Certified Construction Industry Financial Professional
- CIT–Construction Industry Technician
Affiliations + Community
- American Institute of Public Accountants; member
- Associated Builders and Contractors – RI Chapter, member
- Associated General Contractors – RI Chapter
- Construction Financial Management Association; member
- Institute of Certified Construction Industry Financial Professionals – member
- National Utility Contractors Association of Rhode Island – board of directors
- Providence Performing Arts Center; board of trustees
- Rhode Island Builders Association, treasurer
- Rhode Island Construction Training Academy, board of directors
- Rhode Island Public Expenditure Council, board of trustees
- Rhode Island Society of Certified Public Accountants (RISCPA), member
- Wood River Preschool, board of directors
Awards
- 2019 40 Under Forty - Providence Business News
Recognitions and Accomplishments
- Providence Business News 2019 40 Under Forty Honoree
Core Services
- Audit & Accounting
- Business Strategy
- Business Valuation
Specialties
- Manufacturing, Distribution, & Retail
- Healthcare
- Nonprofits
- Professional Services
- Construction & Real Estate
- Employee Benefit Plan Audits
Education
- Providence College, Bachelor of Science degree in Accounting
- Bryant University, Master of Business Administration degree in Finance
Work Experience
- Sansiveri, Kimball & Co., LLP; 1986 to present; Partner, 1997 to present
Licenses + Credentials
- CPA–Certified Public Accountant, RI
- ABV–Accredited in Business Valuation
- CBA–Certified Business Appraiser
- CVA–Certified Valuation Analyst
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Institute of Business Appraisers, member
- Junior Achievement, board of directors
- National Association of Certified Valuation Analysts, member
- Rhode Island Society of Certified Public Accountants, member
- Leukemia & Lymphoma Society of Rhode Island, past board member
- Leadership Rhode Island; graduated as part of the Gamma II 2007 class
- Providence Preservation Society, past board member
- Cranston Western Little League, past board member
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Mergers & Acquisitions
- Healthcare
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science Degree in Business Administration
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- PFS-Personal Financial Specialist
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, past Chair of the Financial Planning Committee
- Edward J. & Virginia M. Routhier Foundation, Distribution Committee member
- Cranston Western Little League, past board member and treasurer
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Construction & Real Estate
- Employee Benefit Plan Audits
- Insurance Agents & Brokerage
- Manufacturing, Distribution, & Real Estate
- Nonprofits
- Professional Services
Additional Core Services
- Yellow Book Audits, including compliance audits under The Uniform Guidance
Education
- Georgetown University, Bachelor of Science in Business Administration
- Bryant University, Master of Science in Taxation, with honors
Work Experience
- Sansiveri, Kimball & Co., LLP, 1979 to present; Partner, 1989 to present
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CGMA-Chartered Global Management Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Georgetown University Alumni Admissions Committee for Rhode Island, member
- Leadership Rhode Island; Alumnus and past director and treasurer
- Rhode Island Commodores, member
- Rhode Island Society of Certified Public Accountants, member
- Thundermist Health Center, Inc., director and treasurer
Core Services
- Business Strategy
- Tax Consulting & Compliance
- Estate Planning & Fiduciary Taxation
- Tax Planning for Mergers, Acquisitions, and Sale of Businesses
Specialties
- Manufacturing, Distribution, & Retail
- High Net-Worth Individuals
- Professional Services
Education
- Bentley College, Master of Science degree in Taxation
- University of Rhode Island, Bachelor of Science degree in Accounting
Work Experience
- Sansiveri, Kimball & Co., LLP, 1986 to present; Partner, 2000 to present
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CPA-Certified Public Accountant, MA
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Massachusetts Society of Certified Public Accountants, member
- Rhode Island Manufacturing Extension Services, Inc. (RIMES), past-director and treasurer
- Rhode Island Society of Certified Public Accountants, member and guest speaker
Awards and Accomplishments
- 2014 “Top 10 Public Accounting Professionals” for R.I. named by The National Academy of Public Accounting Professionals, September 2014
- Leadership Rhode Island, 2006 Alumnus
Core Services
- Audit & Accounting
- Business Strategy
- Business Valuation
- Forensic Services
Specialties
- Construction & Real Estate
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science in Business Administration, summa cum laude
- Bryant University, post graduate study
- University of Rhode Island, post graduate study
Work Experience
- Sansiveri, Kimball & Co., LLP; September 2013 to present
- Grant Thornton LLP; December 2011 to August 2013
- CCR LLP; January 2000 to November 2011
- Suls Westgate & Parente LLP (formerly Murphy & Company); January 1978 to December 1999
Licenses + Credentials
- ABV-Accredited in Business Valuation
- CFE-Certified Fraud Examiner
- CFF-Certified in Financial Forensics
- CPA-Certified Public Accountant
- CVA-Certified Valuation Analyst
- MAFF-Master Analyst in Financial Forensics
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Association of Certified Fraud Examiners, member
- Crossroads RI, Audit Committee
- National Association of Certified Valuation Analysts, member
- Rhode Island Chapter of the Association of Certified Fraud Examiners, member
- Rhode Island Convention Center Authority, Board of Commissioners member
- Rhode Island Society of Certified Public Accountants, Business Valuation Committee, member
- United Way Women’s Leadership Council
- USA 500 Clubs
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Mergers & Acquisitions
- Healthcare
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science Degree in Accounting
- Bentley University, Master of Science in Taxation
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- PFS-Personal Financial Specialist
- CFP®-Certified Financial Planner
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- Rotary Club of Cranston, past president
- Jamestown Chamber of Commerce, member
- Conanicut (Jamestown) Island Land Trust Corporation, past board member
- North Kingstown High School Booster Club, past board member
Core Services
- Business Strategy-
- Tax Consulting & Compliance
Specialties
- Healthcare
- High Net-Worth Individuals
- Professional Services
- Retail
Additional Core Specialty
- Real Estate
Education
- Bryant University, Master of Science in Taxation degree
- Providence College, Bachelor of Science degree in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Estate Plannning Council of Rhode Island; member
- Providence Ronald McDonald House, member of the finance committee
- Rhode Island Society of Certified Public Accountants, member
- The National CPA Healthcare Advisors Association, member
Core Services
- Audit & Accounting
- Business Strategy
- Employee Benefit Plan Audits
Additional Core Services
- Audit & Yellow Book Audits, including Single Audits under the OMB Uniform Guidance
- Tax credit audits, including historic preservation tax credits and film tax credits
Specialties
- Healthcare
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science degree, with distinction, in Accounting and Information Systems
Licenses + Credentials
- CFE-Certified Fraud Examiner
- CPA-Certified Public Accountant, RI
Recognitions and Accomplishments
- RISCPA “What Counts” Fall 2016 newsletter – feature article interview
- Leadership Rhode Island – 2016 Alumna
Affiliations + Community
- AccessPoint RI, past board member, finance committee member
- American Institute of Public Accountants; member
- Animal Rescue League of Southern Rhode Island, past finance committee member, board member, & treasurer
- Association of Certified Fraud Examiners, member
- Rhode Island Manufacturing Institute (d/b/a makeRI), former board of directors and treasurer
- Rhode Island Society of Certified Public Accountants, member
- Save The Bay, Facilities Committee
- The Keystone Group, board of directors
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
- Construction & Real Estate
Education
- Bryant University, Master of Science in Taxation degree
- Providence College, Bachelor of Science degree in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- S.T.A.G.E. (Support for Theater Advancement and Growth in Education); co-chair
- SKNOW, executive committee member
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Employee Benefit Plans
- Manufacturing, Distribution, & Retail
- Nonprofits
Education
- Salve Regina University, Master of Business Administration
- Salve Regina, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- School One, Treasurer
- Awards and Accomplishments
- Selected to the Wolters Kluwer Emerging Leader Program, Fall 2017
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
Affiliations + Community
- American Institute of Public Accountants; member
- Rhode Island Society of Certified Public Accountants
Core Services:
- Outsourced Controllership
- Outsourced Bookkeeping
- Workflow Efficiency Development
Specialties:
- Construction & Real Estate
- Restaurants
- Law Firms
Education:
- Bryant College, Bachelor of Science in Accounting
Affiliations & Community:
- Judy’s Kitchen, volunteer
- Multiple Myeloma Research Foundation, fundraiser
- Rhode island Brain & Spine Tumor Foundation, former board member
Core Services
- Audit & Accounting
- Tax Consulting & Compliance
Specialties
- Small Businesses
Education
- Bentley University, Master of Science in Taxation
- Providence College, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- SKNOW, Executive Committee member
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
Core Services
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Manufacturing, Distribution, & Retail
- High Net-Worth Individuals
- Professional Services
Education
- Bryant University, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants; member
- Rhode Island Society of Certified Public Accountants, Tax Committee member
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Construction & Real Estate
- Employee Benefit Plans
- Manufacturing, Distribution & Retail
- Nonprofits
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
Affiliations + Community
- American Institute of Certified Public Accountants
- Rhode Island Society of Certified Public Accountants
- Rhode Island Young Accountants Network
- SKNOW, member
After taking a bookkeeping class in high school, Laura, who has always been a proactive planner, set her sights on becoming a CPA in her sophomore year. She attributes her success to not being afraid to take on the challenges that others didn’t and having the ambition to expand her knowledge outside of the typical workday. Described as “loyal and dedicated”, Laura believes in the value of being a resource to clients and colleagues, as well as treating others with respect. Her favorite quote, “It’s not the breaths you take but the moments that take your breath away,” which reminds her to enjoy life, not just get through the days.
Laura resides in Swansea with her husband, Jamie, and their three sons, Michael, Christopher, and Steven. She is an avid reader who has an ambitious annual goal of finishing 100 books in a year. When she’s not working or reading, Laura enjoys crafts, including knitting/crocheting, photography, and needlework.
Education:
- University of Massachusetts-Dartmouth, Bachelor of Science (1985)
- Bryant University, Master of Studies (1994)
Professional Membership and Committees:
- Association of International Certified Professional Accountants (AICPA)
- Manufacturers’ Association (MASCPA)
- International Dairy Foods Association (IDFA)
- Association of Certified Fraud Examiners (CFE)
- Association of Certified Fraud-Rhode Island Chapter (RICFE)
The key to Neil's professional success is his strong work ethic, which he credits to his parents. His coworkers and clients respect him for his dedication to excellence and his even-keeled demeanor. Neil's favorite quote, ``Be better than you are. Set a goal that seems unattainable, and when you reach that goal, set another one even higher,`` by Herb Brooks, reflects his ambitious and determined nature.
Neil has a range of interests and pastimes outside of work. He is an avid fan of the Patriots, Celtics, Bruins, and Red Sox. He likes mountain biking, fishing, and golfing in down own time. Neil's passion for exploration extends to his favorite vacation spots, Vermont and New Hampshire.
Neil resides in North Kingstown, Rhode Island. He enjoys the diverse food scene in Providence and frequently invites clients and coworkers to try out different places in the area.
Designations:
- Certified Construction Industry Financial Professional (CCIFP)
Education:
- University of Rhode Island, Bachelor of Science (2016)
Professional Membership and Committees:
- Association of International Certified Professional Accountants (AICPA)
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Associated Builders and Contractors – Rhode Island Chapter
Before joining the firm, Jerico gained valuable experience as an Associate Audit Manager at one of the leading professional services firms in the Philippines. In this role, he provided comprehensive audit services to a wide range of businesses. With nearly 5 years of audit experience under his belt, Jerico possesses the expertise and knowledge necessary to excel in the field.
Jerico is a results-driven individual who places a high value on continuous improvement. His dependable and positive mindset makes him an asset to the firm and the clients he works with. His passion for accounting was ignited during high school, and it continues to drive his professional journey.
Beyond his professional accomplishments, Jerico can solve a Rubik's Cube in less than a minute, showcasing his aptitude for problem-solving. In his leisure time, he enjoys watching anime and cherishes quality moments spent with family and friends.
Education:
- Imus Institute of Science and Technology (2017)
Professional Membership and Committees:
- Philippine Institute of Certified Public Accountants (PICPA)
Renee's proficiency goes beyond the traditional realms of tax accounting. She has honed her skills as a tax and fixed asset software expert, making her a go-to resource for complex tax-related challenges for closely held businesses and real estate entities. Her commitment to staying at the forefront of her field has consistently benefited the firm and its clients.
Renee's inspiration for her career is deeply rooted in her family background. Both of her parents were accountants! Born and raised in Rhode Island, Renee's passion for numbers and financial intricacies led her to pursue a Bachelor of Science in Accounting at University of Rhode Island.
Outside of her demanding professional life, Renee is a multifaceted individual. Her love for the magical world of Harry Potter speaks to her sense of wonder and imagination. Living in the enchanting state of Rhode Island has allowed her to embrace her love for the quaint and close-knit community, where everything is just a stone's throw away.
When she's not immersed in the world of finance, Renee is an avid reader, spending her leisure time with her nose buried in a good book. Her culinary skills are equally impressive, as she takes delight in baking and cooking, experimenting with new recipes to satisfy her creative cravings. Yet, above all, Renee's greatest joy comes from spending quality time with her beloved family, cherishing those moments that make life truly meaningful. Renee and her husband Ryan share three children – including twin boys!
In both her professional and personal life, Renee Bell exemplifies determination, organization, and dedication. Her unwavering commitment to her clients and her passion for life's diverse experiences make her a remarkable individual and an asset to the Sansiveri Kimball team.
Education:
- University of Rhode Island (2011), B.S. Accounting
- Bryant University (2012) M.S. Professional Accountancy
Professional Membership and Committees:
- Rhode Island Board of Accountancy (CPA)
- Bentley Foundation (volunteer)
Community Involvement
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AccessPoint RI
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Allinial Global
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American Institute of Certified Public Accountants
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Animal Rescue League of Southern Rhode Island
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Associated Builders and Contractors, Rhode Island Chapter
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Associated General Contractors
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Association for Divorce Financial Planners
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Association of Certified Fraud Examiners
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Bristol County Savings Bank
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CFA Society Providence
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Chariho Youth Football
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Chartered Alternative Investment Analyst Association
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Chartered Financial Analyst Institute
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Construction Financial Management Association
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Cranston West High School
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Crossroads RI
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DD Independent Franchise Owners, Inc.
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East Greenwich Lions Club
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Estate Planning Council of Rhode Island
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Financial Planning Association of Rhode Island
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FirstWorks
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Georgetown Alumni Admissions Committee for RI
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Greater Providence Chamber of Commerce
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Grow Smart RI
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Hasbro Children’s Hospital
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Institute for Divorce Financial Analysts
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Institute of Business Appraisers
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Isabella Stewart Gardner Museum
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Junior Achievement
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Leadership RI
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Mariposa Center
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Massachusetts Society of Certified Public Accountants
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Narragansett Bay Commission
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National Association of Certified Valuation Analysts
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National Utility Contractors Association of Rhode Island
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Navigant Credit Union
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New England Pet Assisted Therapy Group
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Nipmuc Youth Lacrosse
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Northern Rhode Island Chamber of Commerce
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Pride Planners
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Providence Children’s Museum
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Providence Performing Arts Center
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Providence Ronald McDonald House
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Rhode Island Builders Association
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Rhode Island Chapter of the Association of Certified Fraud Examiners
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Rhode Island Commodores
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Rhode Island Convention Center Authority
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Rhode Island Co-Parenting Education Services
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Rhode Island Financial Planning Association
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Rhode Island Public Expenditure Council
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Rhode Island Society of Certified Public Accountants
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Rhode Island Young Accountants Network
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Sacred Heart Church
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School One
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South End Historical Society
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St. Philip’s Church
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St. Mary’s Church
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St. Mary’s Parish, Providence
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St. Patrick’s Soup Kitchen
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St. Roberts Church
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STAGE-Support for Theater Advancement & Growth in Education
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The Greek Orthodox Ladies Philoptochos Society, Inc.
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The Keystone Group
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The Lady Project (Providence Lady Project)
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The National CPA Healthcare Advisors Association
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The Point Foundation
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The Providence Foundation
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The University Club
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Thundermist Health Center, Inc.
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United Way Women’s Leadership Council
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United Way Young Leaders Circle
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USA 500 Clubs
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Wood River Preschool
Affiliations
Allinial Global
Sansiveri is a member of Allinial Global, a member-based association dedicated to the success of independent accounting and consulting firms. Founded in 1969, this strategic affiliation of legally independent accounting firms has a mission to foster the independence, growth and continuous improvement of its members. Allinial Global is based in North America but offers international support by connecting its member firms to providers and global networks of accounting firms worldwide.
American Institute of Certified Public Accountants (AICPA)
100% of Sansiveri Certified Public Accountants (CPAs) are members of the AICPA which represents the CPA profession nationally with regards to rule-making and standard-setting. It serves as an advocate before legislative bodies, public interest groups, and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
Rhode Island Society of Certified Public Accountants (RISCPA)
Sansiveri is a 100% Firm Participant of the Rhode Island Society of Certified Public Accountants (RISCPA). Our professionals are members of this professional membership association that exclusively supports CPAs, providing leadership and resources to its members.
Massachusetts Society of Certified Public Accountants (MSCPA)
Sansiveri has professionals who maintain a CPA license in the state of Massachusetts. They are members of the MSCPA, which is that state’s premier professional organization for accountants. They offer a wide array of legislative, technical and referral services to their members.
Connecticut Society of Certified Public Accountants (CSCPA)
The CSCPA provides continuing education opportunities, a comprehensive practice peer review program, a variety of membership services for CPAs in Connecticut, and clear, strong, and forward-looking leadership for the profession.
Financial Planning Association (FPA®)
A number of Sansiveri’s financial planning professionals employed through its affiliated company (SK Wealth Management, LLC) are members of the FPA®, which is the largest membership organization for personal financial planning experts in the U.S. They help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Financial Planning Association of Rhode Island (FPARI)
Several of our financial planners are also members of the FPARI, a non-profit corporation organized under the state of Rhode Island. The organization exists to further the success of the financial planning profession, and seeks to foster the value of financial planning through meetings, educational presentations, and special events.
National Association of Certified Valuation Analysts (NACVA)
Sansiveri’s certified valuation professionals are members of the NACVA, which supports the users of business asset valuation services and financial forensic services.
Institute of Business Appraisers (IBA)
Valuation professionals at SK&Co are members of the IBA, the oldest professional society devoted solely to the appraisal of closely-held businesses. The Institute is a pioneer in business appraisal education and professional accreditation, and provides mentoring, report review, instruction, and technical publications for the enhancement of the profession.