Heather has been a Certified Public Accountant since 1993 and has been practicing in public accounting since 1989. Prior to that she spent four years in private accounting. She received her Master’s in Taxation from Bentley University in 2007. Heather also holds a Master's in Business Administration and B.S. in Accounting from Southern NH University. She specializes in advisory services to small closely-held businesses including business planning and set up, financial reporting and all aspects of tax compliance for individuals, businesses, estates and trusts. Heather is a member of the NH Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Denise is an Enrolled Agent and Certified QuickBooks Pro Advisor and has been working in public accounting for over fifteen years. She has been in the accounting industry for over thirty years. She specializes in advisory services to small closely-held businesses, tax compliance, financial reporting, QuickBooks trouble-shooting and training, write-up services and payroll.
Jennifer is an Enrolled Agent and a QuickBooks Pro Advisor. Jennifer has been working in public accounting for over five years and received a B.S. in Accounting and Finance from Eastern University in 2009. She specializes in tax compliance for individuals, estates, trusts and non-profits, write-up services, payroll and QuickBooks.
Kara has been working in public accounting for over ten years and provides client support in tax collation. Kara is in charge of the firm’s administrative functions.
Jean has provided bookkeeping and administrative assistance to a variety of small businesses in the Lakes Region for over twenty years. Jean is proficient with QuickBooks Pro and will be providing write up services to include payroll services for firm clients.
Jacki has over twenty-five years of billing experience mostly in the medical field. Jacki holds a B.S. in Accounting and an Associates in Computer Science. Jacki will be performing all of the Company’s billing functions and will also assist in some administrative functions for the firm.
Lenay has provided administrative and bookkeeping support for over twenty years to small businesses in a variety of industries including law offices, hair salons, machine shops, real estate and a fitness franchise. Lenay holds a B.S. in Business Studies from Southern New Hampshire University will be part of our administrative support team.
Tom has been a Certified Public Accountant since 1977 and received his designation as a Certified Financial Planner in 2001. Tom is now retired but occasionally provides consulting services to the Firm.