CAPABILITIES

Client Accounting Services

Maximize Your Business’ Potential

Managing a business is a complex task that requires expertise in, and a focus on, a wide range of areas. Unfortunately, in this mix of demands, accounting’s importance is easily overlooked. Despite its vital role in compliance, and the window it provides into the health of the business, most companies lack the internal expertise to properly manage the accounting function. Far too often, the result is an ad-hoc approach that delivers limited value.

That’s where the Accounting Services team at Sansiveri, Kimball & Co. can help. We work with you to provide the structure and expertise needed to effectively manage and maximize the accounting function in your business. From payroll processing to QuickBooks Consulting, our team has the practical experience to set up, refine and guide your efforts.

What we do

  • Accounting Service Plans
  • Accounting and Bookkeeping
  • QuickBooks Consulting
  • CFO/Controller for Hire
  • Payroll Support
  • Sales and Use Tax Reporting

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.

Email | LinkedIn | Direct: 401-752-0566

Dawn Lapio
Dawn Lapio, Manager
Client Accounting Services Group Leader
  • Over 30 years of experience in business accounting & tax services
  • Specializes in Professional Services, Construction, Real Estate, Manufacturing, Distribution, Retail, & Nonprofits
  • QuickBooks ProAdvisor
Email | Phone: 401-331-0500 | Fax: 401-331-9040
Jason DaPonte
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, Principal
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
Email | LinkedIn | Direct: 401-752-0507
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.

40+

Years in Business

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

MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE

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
Industries

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

See our focus areas
Our Story

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

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How can we help you define the future?

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