CAPABILITIES
Client Accounting Services
Struggling to find the time to run the financial side of your business? Outsourced Controller services can provide the financial information you need to make informed decisions about your business. When you partner with us you can make important decisions with confidence and keep your organization moving in the right direction.
Services include:
Questioning your current accounting methods?
We can help. We’ll dive into your business and make custom recommendations to be sure you’re operating at full capacity and efficiently – saving you time and money. We would conduct:
-
Financial Operations Assessment
-
Accounting System review & analysis
-
Process efficiency Study
Creating a well-oiled machine; behind the scenes.
If you run smoothly on the inside, you will be sure to carry that forward when dealing with your current & potential client base. We work with your employees to give them the resources and training they need to be successful and productive. We can provide:
-
Accounting System Set-up
-
Accounting System Training
-
Report Building Template Set-up
Now that you’re functioning efficiently, maintain it!
Our goal is to KEEP you running smoothly and provide the support you and your staff need throughout the process. From maintenance questions to troubleshooting, we’re looking to be a trusted partner and advisor for your business. We can provide ongoing support including:
-
Monthly & quarterly accounting systems review
-
One-to-one remote troubleshooting
Linda M. Pearson
Partner
Linda is a partner within the firm’s Client Accounting Services Group. She is a former controller for a publicly-traded company and has over 20 years of experience advising nonprofits, startups, and mature business with revenues in excess of $150M and across a wide array of industries.
Craig M. Bilodeau, Partner
Client Accounting Services Group Member
-
Over 30 years of experience
-
Advises clients across RI, MA, and CT, with revenues from 5M to $200M
-
Has deep experience across industries including healthcare, nonprofits, and employee benefit plans
Frederick K. Uttley, Partner
Client Accounting Services Group Member
-
Over 30 years of experience
-
Expert in structuring transactions, federal and state laws, and compliance
-
Has advised emerging and closely-held businesses with revenues in excess of $100M
Email | Direct: 401-752-0591
Susan B. Windle, Partner
Client Accounting Services Group Member
-
Over 30 years of experience advising entrepreneurs and business owners
-
Advises healthcare, professional services, and closely-held business clients
-
Has extensive experience with negotiating bank financing arrangements, buying and selling businesses, and executing succession plans
Anne M. Pisaturo, Partner
Client Accounting Services Group Member
-
Over 30 years of experience
-
Advises clients across numerous industries including manufacturing & distribution, construction and related services, and professional services
-
In-depth understanding of complicated accounting standards & tax laws, in addition to strategic income tax, estate tax planning, growth strategies, and formulating tax effective alternatives for structuring transactions