Client Accounting Services

Workflow Efficiency 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!
Sansiveri - Tax Planning Guide - Certified Public Accountants - Forensic Accounting - Financial Experts - Nonprofits Experts

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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Our Story

Rooted in tradition & locally owned, controlled, and managed — since 1975

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