Bill Clement
CFA
Chief Investment Officer
Shaun DaCunha
CFP
Chief Investment Officer
Lauren Fitzsimmons
CPA
Nick Beaudoin
Staff Accountant
Kyla Thivierge
Staff Accountant
Mary Francisco
Firm Administrator
Kelly
Customer Support
Deb Ricci
Customer Support
Our Expertise & Versatility
We strive to understand and optimize your business.
Whether that means strategic tax planning or driving margin growth. Our forward-looking focus is a result of firsthand experience – we know the challenges tied to growth and profitability and will be there for you every step of the way.
Scalable CFO
Gain from expert budgeting, forecasting, and analysis, real-time dashboards, and strategic financial planning.
Transaction Advisory
Optimize with succession planning, M&A strategy, financial modeling, deal structuring, diligence support, and quality of earnings analysis.
Transaction Advisory
Optimize with succession planning, M&A strategy, financial modeling, deal structuring, diligence support, and quality of earnings analysis.