CAPABILITIES

Cybersecurity

People united by vision are the catalysts of any organization, but at the heart of it all: sustained financial and operational performance

Fulfilling your mission and business bottom line isn’t just about the quality of your work or product line. It’s about financial and operational performance and how well you’re positioned for the long-term. With constantly changing and complex rules and regulations, every organization needs to be prepared and ready. We help you remain proactive with audit, review, compilation, and other assurance offerings. It’s all in the name of better positioning you to continue defining the future with your work and impact.

What we do

  • Audits
  • Reviews
  • Compilations of financial statements
  • Attestation engagements
  • Cost containment and control
  • Employee benefit plan audits
  • Advice and consultation
  • Merger and acquisition due diligence

Craig M. Bilodeau

CPA/ABV, CVA, CBA, Partner

Craig has over 30 years of auditing, accounting, business valuation and comprehensive business consulting experience. He oversees financial statement audits, reviews, and compilations as well as attestation engagements.

40+

Years in Business

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

MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE

Business Valuation

A holistic and integrated approach to address stockholder disputes, estate planning, marital dissolutions, and mergers and acquisitions

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet all reporting requirements and are fully prepared for risks that may lie ahead

Tax Consulting & Compliance

In-depth understanding of tax law changes, regulations, pronouncements, and court decisions applied to ensure sustainability in a dynamic climate

Forensic Services

A wide array of forensic tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing organizations’ well-being

Financial Planning

Big picture approach creating tailored solutions to help clients chart a path towards financial independence and to protect and grow portfolios

Business Strategy

Vision and in-depth expertise align to help organizations compete, tap into opportunities, and maximize profit now and into the future

Cybersecurity

Big picture approach creating tailored solutions to help clients chart a path towards financial independence and to protect and grow portfolios

HR

Vision and in-depth expertise align to help organizations compete, tap into opportunities, and maximize profit now and into the future

James Johnson

Tax Expert

Jason has extensive experience helping hundreds of construction companies achieve operational efficiency and sustainability. His area of expertise lies in forensics and has helped companies recoup millions of dollars due to fraud and criminal activity.

JoAnne M. Clark

Manager

As a tax manager, JoAnne works with closely held businesses, large corporations, and high net-worth individuals, providing income tax planning, research, and tax compliance services. With over 15 years of experience in public accounting, she manages complex federal and state tax compliance services for major corporate and pass through business entities in numerous industries.

JoAnne is a member of SKNOW, a joint collaboration of SK Wealth Management, LLC and Sansiveri Kimball & Co., LLP, which actively plans networking opportunities, training, and events that help promote growth and development for its members and their business.

Elizabeth Resendes

Senior Manager

Liz is a senior manager in the tax consulting & compliance group. Since 2004, she has been advising Sansiveri’s closely held businesses providing income tax planning, and federal and state tax compliance services for various types of corporate and pass-through business entities. Liz has extensive experience in multistate taxation and issues facing service businesses and high net-worth individuals. Prior to joining Sansiveri, she was a tax manager with Ernst & Young where she worked for 19 years.

Liz serves on the executive committee of SKNOW, a joint collaboration of SK Wealth Management, LLC and Sansiveri Kimball & Co., LLP, which actively plans networking opportunities, training and events that help promote growth and development for its members and their businesses.

Industries

Versatile and ready to help support & elevate organizations of all types

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Our Story

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

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Careers

Inspiration, flexibility, and countless opportunities to make lasting impact

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