INDUSTRIES

Healthcare

Better health outcomes. More value for patients. Improved service delivery. A medical breakthrough. A world with equitable access to life-saving medicine and services. No matter how you define the future — in the long- and short-term — Sansiveri can help support you in your pursuit through our evaluation of your key financial and operational performance indicators, profit center and expansion analysis, and internal control enhancements. 

It goes without saying that the health of your organization is critical to your ability to create impact. Market pressures are higher now more than ever with cost controls, shifts to more value-based care, and regulatory changes. We understand how healthcare works and where it’s headed. Sansiveri has a team of experts with extensive market experience who are ready to help you across financial reporting, profit center analysis, strategic planning for acquisition and expansion, and cost analysis for doing more with less. Together, we can position you for sustainable growth now and into the future.

Our Healthcare Specialty Group is designed to help organizations navigate the complex and constantly evolving market. We apply our deep insight to develop sustainable solutions to drive innovative analysis to manage cost burdens for service providers.

Strategically Aligned

We’re part of the Allinial Global-Healthcare Group, in addition to the HCAA-National CPA Health Care Advisors Association (the only Rhode Island-based CPA firm with this exclusive membership).

Process-Driven Approach

We have developed key processes to assist clients with maximizing income, gaining control over expenses, and reducing risk and liability.

In the Know

Our healthcare team is comprised of CPAs who receive on-going training in key aspects of healthcare management.

Tomorrow depends on

where we decide to

go to today.

We recognize the need for healthcare organizations to continually innovate and evolve in this highly competitive market. It is now more imperative than ever to welcome change with open arms and address challenges head-on. Sansiveri is a true partner to healthcare clients across Rhode Island and Southern New England.

Practice Management Consulting Services

  • Long-range business planning
  • Charting and implementing corporate objectives
  • Income and overhead allocations
  • Compensation planning
  • Merger & acquisition consulting and negotiation
  • Advice on current trends, and legislative and administrative healthcare matters
  • Review and maintenance of corporate documents, including buy/sell agreements, employment agreements and hospital contracts
  • Benchmarking and ratio analysis
  • Budget and cash-flow projections

Accounting and Related Services

  • Audits, reviews and compilations of financial statements
  • Financial statement preparation analysis and review
  • Internal control analysis and recommendations
  • Bookkeeping
  • Income tax preparation & planning
  • Asset protection planning
  • Valuation and litigation support
  • Business succession planning
  • Financial planning & wealth management

Susan B. Windle

CPA, MST, Partner

Susan leads our Healthcare Specialty Group. With more than 30 years of public accounting experience, Susan provides ongoing counsel on numerous financial issues impacting healthcare businesses today.

Linda M. Pearson

Partner

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

Craig M. Bilodeau

Partner

Core Services

  • Audit & Accounting
  • Business Strategy
  • Business Valuation

Specialties

  • Manufacturing, Distribution, & Retail
  • Healthcare
  • Nonprofits
  • Professional Services
  • Construction & Real Estate
  • Employee Benefit Plan Audits

Education

  • Providence College, Bachelor of Science degree in Accounting
  • Bryant University, Master of Business Administration degree in Finance

Work Experience

  • Sansiveri, Kimball & Co., LLP; 1986 to present; Partner, 1997 to present

Licenses + Credentials

  • CPA–Certified Public Accountant, RI
  • ABV–Accredited in Business Valuation
  • CBA–Certified Business Appraiser
  • CVA–Certified Valuation Analyst

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Institute of Business Appraisers, member
  • Junior Achievement, board of directors
  • National Association of Certified Valuation Analysts, member
  • Rhode Island Society of Certified Public Accountants, member
  • Leukemia & Lymphoma Society of Rhode Island, past board member
  • Leadership Rhode Island; graduated as part of the Gamma II 2007 class
  • Providence Preservation Society, past board member
  • Cranston Western Little League, past board member

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

Catherine M. Parente

Partner

Core Services

  • Audit & Accounting
  • Business Strategy
  • Business Valuation
  • Forensic Services

Specialties

  • Construction & Real Estate
  • Manufacturing, Distribution, & Retail
  • Professional Services

Education

  • Bryant University, Bachelor of Science in Business Administration, summa cum laude
  • Bryant University, post graduate study
  • University of Rhode Island, post graduate study

Work Experience

  • Sansiveri, Kimball & Co., LLP; September 2013 to present
  • Grant Thornton LLP; December 2011 to August 2013
  • CCR LLP; January 2000 to November 2011
  • Suls Westgate & Parente LLP (formerly Murphy & Company); January 1978 to December 1999

Licenses + Credentials

  • ABV-Accredited in Business Valuation
  • CFE-Certified Fraud Examiner
  • CFF-Certified in Financial Forensics
  • CPA-Certified Public Accountant
  • CVA-Certified Valuation Analyst
  • MAFF-Master Analyst in Financial Forensics

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Association of Certified Fraud Examiners, member
  • Crossroads RI, Audit Committee
  • National Association of Certified Valuation Analysts, member
  • Rhode Island Chapter of the Association of Certified Fraud Examiners, member
  • Rhode Island Convention Center Authority, Board of Commissioners member
  • Rhode Island Society of Certified Public Accountants, Business Valuation Committee, member
  • United Way Women’s leadership Council
  • USA 500 Clubs

Susan B. Windle

Partner

Core Services

  • Business Strategy-
  • Tax Consulting & Compliance

Specialties

  • Healthcare
  • High Net-Worth Individuals
  • Professional Services
  • Retail

Additional Core Specialty

  • 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
  • Estate Plannning Council of Rhode Island; member
  • Providence Ronald McDonald House, member of the finance committee
  • Rhode Island Society of Certified Public Accountants, member
  • The National CPA Healthcare Advisors Association, member
Ashley A ORourke - Sansiveri Forensic Accounting Accounting Firm Forensic Specialist Tax Planning Financial Experts Accounting

Ashley A. O’Rourke

Senior Manager

Core Services

  • Tax Consulting & Compliance

Specialties

  • High Net-Worth Individuals
  • Professional Services
  • Healthcare
  • Real Estate

Education

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

Licenses + Credentials

  • CPA—Certified Public Accountant, RI
  • MPAc—Master of Professional Accountancy

Affiliations + Community

  • American Institute of Certified Public Accountants; member
  • Rhode Island Society of Certified Public Accountants, Women's Council Committee member

Recognitions + Accomplishments

  • Emerging Leaders Network RI; Class of 2018

Bold ideas, expert analysis, and impacts-driven advice for healthcare businesses and organizations seeking growth and competitive advantages.

Strengthening Your Foundation

Construction & Real Estate

In Business for Your Business

Professional Services

Helping You Make It

Manufacturing, Distribution, & Retail

Here to Serve You

Nonprofits

Capabilities

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

See our capabilities