CAPABILITIES
Client Accounting Services
Need to get more done in your organization? The Sansiveri team can show you how internal and external factors in your organization can influence the bottom line at your company. By analyzing these factors and building a customized plan around them, we can show you how to refocus employees, sidestep distractions, decrease costs and increase the productivity and efficiency of your business.
Our team can help you:
Plan for Success
The first step toward workflow efficiency begins with a plan. The Sansiveri team works with your management team to understand the goals that have been set. We also spend some time meeting with employees so that we can understand the culture of the business and start to create a roadmap for reaching your efficiency goals.
Clarify Internal Factors
People are the most important part of any business, so it’s important that we take a closer look at your employees. Intrapersonal dynamics and job training can dictate how your organization is running. Our goal is to play to your employees’ strengths and work to limit or improve upon their weaknesses.
Clarify External Factors
Outside of your people, there are many other elements that can affect your organization’s productivity. We examine your current workflow and identify other factors that could be holding your business back like technology, vendor relations, trends in the marketplace and more. External factors are wide ranging, but an honest discussion of these points is often the key to redefining the workflow at your business for greater efficiency.
Take a closer look at your business to increase efficiency & decrease costs!
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