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.

Strategically Aligned

We have access to over 100 domestic and international firms that enable us to provide worldwide accounting and tax services to our clients.

Versatile

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
  • Business succession planning
  • Merger and acquisition due diligence and analysis
  • Advice and consultation in preparing annual budgets and forecasting future year results
Production and Profitability Analysis
  • Inventory costing analysis and recommendations
  • Internal and operational controls review and recommendations
  • Benchmarking and operational performance analysis
Audit, Accounting, and Tax Services
  • Audits, reviews, and compilations of financial statements
  • Attestation engagements
  • Audits of employee benefit plans
  • Federal, state, and local income tax planning and compliance
  • Cost segregation studies
  • Research and development tax credit studies and benefits of domestic international sales corporations

Craig M. Bilodeau

CPA/ABV, CVA, CBA, Partner

Craig leads our Manufacturing, Distribution, & Retail Specialty Group. With over 30 years of experience, he has advised clients across RI, MA, and CT with revenues ranging from $5M to $120M.  

M. Douglas Fay

Partner

Core Services

  • Audit & Accounting
  • Business Strategy

Specialties

  • Construction & Real Estate
  • Employee Benefit Plan Audits
  • Insurance Agents & Brokerage
  • Manufacturing, Distribution, & Real Estate
  • Nonprofits
  • Professional Services

Additional Core Services

  • Yellow Book Audits, including compliance audits under The Uniform Guidance

Education

  • Georgetown University, Bachelor of Science in Business Administration
  • Bryant University, Master of Science in Taxation, with honors

Work Experience

  • Sansiveri, Kimball & Co., LLP, 1979 to present; Partner, 1989 to present

Licenses + Credentials

  • CPA-Certified Public Accountant, RI
  • CGMA-Chartered Global Management Accountant
  • MST-Master of Science in Taxation

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Georgetown University Alumni Admissions Committee for Rhode Island, member
  • Leadership Rhode Island; Alumnus and past director and treasurer
  • Rhode Island Commodores, member
  • Rhode Island Society of Certified Public Accountants, member
  • Thundermist Health Center, Inc., director and treasurer

Linda M. Pearson

Principal

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

Jason M. DaPonte

Managing Partner

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

Andrew de Labry

Senior Manager

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

Frederick K. Uttley

Partner

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

David A. Gobeille

Partner

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

JoAnne M. Clark

Senior Manager

Core Services

  • Tax Consulting & Compliance

Specialties

  • High Net-Worth Individuals
  • Manufacturing, Distribution, & Retail
  • Professional Services

Education

  • Bentley University, Master of Science in Taxation
  • Bentley University, Bachelor of Science Accountancy

Licenses + Credentials

  • CPA-Certified Public Accountant, RI
  • MST–Master of Science in Taxation

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Rhode Island Society of Certified Public Accountants, Tax Committee

Anne M. Pisaturo

Principal

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

Michael J. Raftery

Senior Manager

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

Jean Ryan

Senior Manager

Core Services

  • Tax Consulting & Compliance

Specialties

  • Healthcare
  • High Net-Worth Individuals
  • Manufacturing, Distribution, & Retail
  • Nonprofits
  • Professional Services

Education

  • Bryant University, Master of Science in Taxation degree
  • Bachelor of Science in Business Administration with a concentration in Accounting, summa cum laude

Licenses + Credentials

  • CPA—Certified Public Accountant, RI
  • MST—Master of Science in Taxation

Affiliations + Community

  • American Institute of Public Accountants; member
  • Estate Planning Council of Rhode Island, member
  • Navigant Credit Union, Supervisory Committee Chairperson
  • Rhode Island Society of Certified Public Accountants, member

Bold ideas, expert analysis, and impacts-driven advice for manufacturing, distribution, and retail businesses seeking growth and competitive advantages.

Strengthening Your Foundation

Construction & Real Estate

Your Wellbeing Matters to Us

Healthcare

In Business for Your Business

Professional Services

Here to Serve You

Nonprofits

Capabilities

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

See our capabilities