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 services for a country club located in MetroWest Boston

  • Consulting and financial reporting services for a skilled nursing facility in Rhode Island

  • 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 and tax advisory services for a private foundation

  • 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 and Georgia 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

    • Oakland, CA

    • Alexandria, VA

    • Livingston, NJ

    • Hagerstown, MD

    • Rochester, NY

    • Atlanta, GA

    • Irvine, CA

    • Buffalo, NY

    • Milwaukee, WI

    • Minneapolis, MN

    • Syracuse, NY

    • Baltimore, MD

    • Las Vegas, NV

    • San Francisco, CA

    • Salt Lake City, UT

    • Detroit, MI

    • New York, NY

    • Wausau, WI

    • Columbia, MO