Client Reviews
 

"Our Director of Finance resigned - right before the annual audit. George jumped in with very little learning curve required. He coordinated and assisted in preparing for the audit, produced a number of ad hoc budget analysis and financial reports, in addition to a Request for Proposals for banking and treasury services. Our Management team found him to be a valuable resource as a sounding board and business advisor on a variety of topics, such as strengthening internal controls, overall financial management as well as grant and tax compliance. He also played a vital role in recruiting a highly qualified candidate for the position."

Donna McKay
Executive Director
Physicians for Human Rights Inc.
New York, NY
 

As our organization grew, our finance and accounting processes became a bit chaotic. George is a true fiscal health advisor, simplifying systems and creating much needed policies and practical procedures to minimize risk and speed up the financial reporting process. He effectively communicates financial and accounting issues to our staff and Board, many of which are nonfinancial people. Serving as a liaison to the independent auditors, he minimized the amount of time required for the annual audit process, resulting in a cost effective and efficient year-end audit.

 

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Lisa H. Thurau, Esq.
Executive Director
Strategies for Youth
Cambridge, MA

 

George provides services over and above the typical consultant. He possesses the scope and vision necessary to understand the overall organizational objectives, as well as the technical competence and experience needed to execute the detailed plan and recommendations. He is a true "thought partner" in strategic planning and analysis.

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Susan Lowe, CPA
Chief Financial Officer
Riverside Community Care
Dedham, MA

 

"Shortly after becoming Treasurer of my local firefighters' union, I learned that the IRS had revoked our tax-exempt status. I contacted George and he knew exactly what to do. He assembled a comprehensive application for reinstatement. Within three months, the IRS notified us that our tax-exempt status had been reinstated - retroactively."

Robert Maglione
Treasurer
International Association of Firefighters Local 1949
Portsmouth, RI

 

"George is a proactive adviser to small businesses such as mine. He provides timely and accurate tax projections, helping manage cash flow and minimizing unwanted year-end surprises. Within a few weeks of learning about the new tax law, he provided me a projection of my 2018 tax liability based upon my own specific tax situation and circumstances."

Dr. Christina MacKenzie Way, BVSc, CVA                                 
President 
Pets at Peace
Middleton, MA

 

"George is a highly sought out instructor. He combines an in-depth knowledge with a passion for teaching which results in a positive learning experience for participants. He consistently receives outstanding feedback from our clients."

Joseph "Bo" Fitzpatrick, CPA, CGMA, CLC
20 20 Services LLC
Rockville, MD