INDUSTRIES
Manufacturing,
Distribution,
& Retail
Maximized efficiency with your supply chain. A more diversified product line. Ensured sustainability. Manufacturing products now and into the future. You’re defining the future of your company, and pushing the industry forward. In order for you to remain viable and compete, strategic financial management — that is as sound as the products you make — is key.
In today’s highly competitive marketplace, you are challenged with producing products quickly and at a lower cost than the competition. The same goes with delivery. We specialize in assisting manufacturers and distributors of all types so that they can remain competitive and successful now and into the future.
Our Manufacturing, Distribution, & Retail Specialty Group is designed to help businesses navigate the complex and constantly evolving market. We apply our deep insight to develop sustainable solutions to create improved financial performance leveraged against operating costs.
We have access to over 100 domestic and international firms that enable us to provide worldwide accounting and tax services to our clients.
Versatile Manufacturing Solutions
Our capabilities enable us to support companies of all sizes and structures, including family-owned, closely-held businesses.
We Know Manufacturing
We have the expertise and experience to help with acquisitions, expansions, and successions of existing operations.
Tomorrow depends on
where we decide to
go to today.
We recognize the need for manufacturers and distributors to continually innovate and evolve in this highly competitive market. It is now more imperative than ever to integrate a strategic approach when it comes to financial and operational matters. Sansiveri has been a true partner to makers and suppliers across Rhode Island and Southern New England.
Strategic Management Planning
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Business succession planning
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Merger and acquisition due diligence and analysis
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Advice and consultation in preparing annual budgets and forecasting future year results
Production and Profitability Analysis
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Inventory costing analysis and recommendations
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Internal and operational controls review and recommendations
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Benchmarking and operational performance analysis
Audit, Accounting, and Tax Services
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Audits, reviews, and compilations of financial statements
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Attestation engagements
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Audits of employee benefit plans
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Federal, state, and local income tax planning and compliance
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Cost segregation studies
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Research and development tax credit studies and benefits of domestic international sales corporations
Core Services
- Audit & Accounting
- Business Strategy
- Employee Benefit Plan Audits
Additional Core Services
- Audit & Yellow Book Audits, including Single Audits under the OMB Uniform Guidance
- Tax credit audits, including historic preservation tax credits and film tax credits
Specialties
Construction & Related Services
- Healthcare
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science degree, with distinction, in Accounting and Information Systems
Licenses + Credentials
- CFE-Certified Fraud Examiner
- CPA-Certified Public Accountant, RI
Recognitions and Accomplishments
- RISCPA “What Counts” Fall 2016 newsletter – feature article interview
- Leadership Rhode Island – 2016 Alumna
Affiliations + Community
- AccessPoint RI, past board member, finance committee member
- American Institute of Public Accountants; member
- Animal Rescue League of Southern Rhode Island, past finance committee member, board member, & treasurer
- Association of Certified Fraud Examiners, member
- Rhode Island Manufacturing Institute (d/b/a makeRI), former board of directors and treasurer
- Rhode Island Society of Certified Public Accountants, member
- Save The Bay, finance committee member
- The Keystone Group, board of directors
Core Services
- Audit & Accounting
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Employee Benefit Plan Audits
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Master of Science in Accountancy degree
- Providence College, Bachelor of Science in Business Marketing
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CCIFP—Certified Construction Industry Financial Professional
- CIT–Construction Industry Technician
Affiliations + Community
- American Institute of Public Accountants; member
- Associated Builders and Contractors – RI Chapter, member
- Associated General Contractors – RI Chapter
- Construction Financial Management Association; member
- Institute of Certified Construction Industry Financial Professionals – member
- National Utility Contractors Association of Rhode Island – board of directors
- Providence Performing Arts Center; board of trustees
- Rhode Island Builders Association, treasurer
- Rhode Island Construction Training Academy, board of directors
- Rhode Island Public Expenditure Council, board of trustees
- Rhode Island Society of Certified Public Accountants (RISCPA), member
- Wood River Preschool, board of directors
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Employee Benefit Plans
- Manufacturing, Distribution, & Retail
- Nonprofits
Education
- Salve Regina University, Master of Business Administration
- Salve Regina, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- School One, Treasurer
- Awards and Accomplishments
- Selected to the Wolters Kluwer Emerging Leader Program, Fall 2017
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Mergers & Acquisitions
- Healthcare
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science Degree in Accounting
- Bentley University, Master of Science in Taxation
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- PFS-Personal Financial Specialist
- CFP®-Certified Financial Planner
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- Rotary Club of Cranston, past president
- Jamestown Chamber of Commerce, member
- Conanicut (Jamestown) Island Land Trust Corporation, past board member
- North Kingstown High School Booster Club, past board member
Core Services
- Business Strategy
- Tax Consulting & Compliance
- Estate Planning & Fiduciary Taxation
- Tax Planning for Mergers, Acquisitions, and Sale of Businesses
Specialties
- Manufacturing, Distribution, & Retail
- High Net-Worth Individuals
- Professional Services
Education
- Bentley College, Master of Science degree in Taxation
- University of Rhode Island, Bachelor of Science degree in Accounting
Work Experience
- Sansiveri, Kimball & Co., LLP, 1986 to present; Partner, 2000 to present
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CPA-Certified Public Accountant, MA
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Massachusetts Society of Certified Public Accountants, member
- Rhode Island Manufacturing Extension Services, Inc. (RIMES), past-director and treasurer
- Rhode Island Society of Certified Public Accountants, member and guest speaker
Awards and Accomplishments
- 2014 “Top 10 Public Accounting Professionals” for R.I. named by The National Academy of Public Accounting Professionals, September 2014
- Leadership Rhode Island, 2006 Alumnus
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
- Construction & Real Estate
Education
- Bryant University, Master of Science in Taxation degree
- Providence College, Bachelor of Science degree in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- S.T.A.G.E. (Support for Theater Advancement and Growth in Education); co-chair
- SKNOW, executive committee member
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
Affiliations + Community
- American Institute of Public Accountants; member
- Rhode Island Society of Certified Public Accountants