Recent client engagements include:

  • Interim Director of Finance for a not-for-profit organization in New York City
  • Consulting and year-end audit preparation services for a wool and textile manufacturer in Northern RI
  • Consulting and "mock audit" services for a not-for-profit school for the deaf receiving funding from the New York State Department of Education
  • Interim VP of Finance for a not-for-profit organization in Middletown, RI
  • Accounting, tax and consulting services for a social justice not-for-profit organization in Cambridge, MA
  • Consulting services for a home healthcare & hospice provider in New Hampshire
  • Monthly part-time CFO services for not-for-profit organizations in the Greater Boston area
  • Financial analysis and year-end audit preparation and readiness for a not-for-profit organization in South Kingston, RI
  • Retroactive IRS tax-exempt reinstatement for a firefighters' union located in Portsmouth, RI
  • Single audit/Uniform Guidance consultation and training for the North Carolina Office of the State Auditor
  • Entry level through manager level core accounting and audit training for "Top 100" CPA firms located in: 
    • Hartford, CT
    • Pittsburgh, PA
    • Alexandria, VA
    • Livingston, NJ
    • Hagerstown, MD
    • Atlanta, GA
    • Irvine, CA
    • Buffalo, NY
    • Minneapolis, MN
    • Baltimore, MD
    • Las Vegas, NV
    • San Francisco, CA
    • Salt Lake City, UT
    • New York, NY
    • Wausau, WI
    • Columbia, MO