Meet Our Team

Call me: 
I'm from: 
I reside in: East Providence RI

I find my job rewarding because:

Outside of work:

Read Our Founder's Story

Call me: Sam or Samantha
I'm from: East Providence RI
I reside in: EP (still there!)

I’ve been a bookkeeper for 15 years, and been lucky to work with individuals and companies on keeping track of their expenses and income day to day.

I find my job rewarding because: Our clients started their businesses to do what they love, not to handle back-office work. My work behind the scenes allows them to keep doing what they love to do, while I handle their books so they can know their bottom line.

Outside of work: I enjoy baking & cooking from scratch, reading, writing, gardening, hiking & kayaking.

Call me: Bob
I’m from: Warwick, RI
I reside in: Warwick (still there!)

Experience: As a CPA for more than 20 years, I’ve focused on high-net-worth individuals, estates and trusts, and business and personal tax returns. I’ve been lucky to work in real estate, construction, manufacturing, food service, health care, and with professional athletes & entertainers.

My degrees: I earned a BS in Accounting and an AS in Finance and Investments.

I find my job rewarding because: I get to interact daily with different clients. Answering client questions and addressing their concerns in a manner that they understand and feel comfortable with is rewarding to me.

Outside of work: I love to spend time with my family. Traveling with my wife and trying different cuisines and experiences locally is enjoyable.

Community Connections:
I’m a member of the AICPA and a member of the New England Society of CPAs.

Call me: Jordan
I'm from: East Providence, RI
I reside in: Carson City, NV

I find my job rewarding because:I thrive on the variety and impact of my daily work. Beyond supporting our accounting team as their core operational backbone, I lead our marketing initiatives, which allows me to collaborate with fantastic colleagues and drive creative, engaging projects.

Outside of work:I love spending quality time with my husband, whether we're hiking outdoors or embarking on the occasional ghost hunt. We are both avid horror film enthusiasts with a passion for all things unique and supernatural.

Call me: Deanna
I'm from: Scarborough, ME
I reside in: North Kingstown, RI

I have a BA in Business Administration. I owned and operated a landscape business for 28 years and handled much of the finances, marketing, contracts and day to day operations before officially transitioning into the financial and accounting field.

I find my job rewarding because:  I enjoy finding simplicity in organization. It's rewarding when a client can understand and easily use what was once daunting or confusing.

Outside of work: I enjoy connecting with nature through gardening, foraging, and walking, all of which inspire my creative cooking. I also love family game nights, watching movies, traveling and following F1 racing.