Client Accounting Services

Outsourced CFO / Controller 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:

Oversight Management

A Controller’s responsibilities go beyond bookkeeping and accounting. Our responsibility is to provide oversight, account management and accuracy of financial records to ensure the right policies and procedures get implemented. We ensure that your business is primed to make more informed decisions in the long run.
  • Oversee and produce financial statements
  • Constant contact with Principal/s of Business discussing strategies
  • Work with CPA for tax planning
  • Production of analytical reports / spreadsheets (i.e. P&L by division)
  • Offer limited HR support


Cost Effectiveness

Small to medium sized businesses most often do not have the resources or workload to warrant having a full time Controller on staff. By outsourcing this area of expertise, you can have the availability of someone who specializes in this area without worrying about turnover and retraining and wondering if you have enough work or financial resources to have a full time employee on staff.
Accounting records often contain sensitive information about your employees and the business itself. By outsourcing Controller services, you can prevent information from being disclosed and falling into the wrong hands. Plus, outsourcing Controller services can help consolidate tasks, increase efficiency and produce more accurate results for your business.
Outsourced controller services can preserve the financial health of your organization.
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Linda M. Pearson


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.

Email | LinkedIn | Direct: 401-752-0566

Jason DaPonte - Sansiveri Forensic Accounting Accounting Firm Forensic Specialist Tax Planning Financial Experts Accounting
Jason M. DaPonte, Managing Partner
Client Accounting Services Group Member
  • Over 15 years of experience including private industry
  • Advises clients across numerous industries
  • In-depth understanding of complicated accounting standards & tax laws
Email | LinkedIn | Direct: 401-752-0558
Andrew de Labry, Partner
Client Accounting Services Group Member
  • Specialized in employee benefit plan audits
  • Experience across industries with a focus in Manufacturing, Distribution, Retail, & Nonprofits
  • CPA-Certified Public Accountant
Catherine M. Parente, Partner
Client Accounting Services Group Member
  • Over 35 years of experience
  • Expert in financial, accounting, and tax-related matters
  • Has advised nonprofits, startups, and mature businesses across numerous industries
Email | LinkedIn | Direct: 401-752-0566
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
Email | LinkedIn | Direct: 401-752-0514
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
Email | LinkedIn | Direct: 401-752-0561
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
Email | LinkedIn | Direct: 401-752-0576

Bold ideas, expert analysis, and impacts-driven advice for audit and accounting trends and issues.


Years in Business

Locally owned, controlled, and managed. Since day one.


Business Strategy

In-depth expertise aligning vision and resources to help you compete, tap into opportunities, and maximize profit — now and into the future

Business Valuation

A holistic, integrated, and calculated approach to handle stockholder disputes, estate planning, marital dissolutions, in addition to mergers and acquisitions

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet reporting requirements, have viable internal controls in place, and are informed of any new financial reporting changes

Forensic Services

A wide array of tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing your operation

High Net-Worth Individuals & Family Groups

An integrated and calculated approach to help high net-worth individuals and their families optimize and secure their personal wealth

Tax Consulting & Compliance

Thorough understanding of tax law changes, regulations, pronouncements, and court decisions put into practice to ensure good standing and minimized liability

No matter your area of work, chances are good that we'll be ready for the challenge

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