Our dedicated team of accounting and bookkeeping professionals together with our best-in-class software provide an all-inclusive service to small businesses. We are a one-stop-shop firm that can handle many of your in-house bookkeeping needs.
We provide services to virtually every industry, including construction, professional, restaurants, daycare centers, manufacturing, online retail, and service companies.
Understanding that our client's time is valuable, we accommodate your needs by delivering our consulting services in many ways — by phone, virtual meetings, or in-person.
Principal: David J. Lucier, CPA, CGMA, Tax CEA
David J. Lucier is a Certified Public Accountant, entrepreneur, author, and business advisor. Over the past 30 years, he has worked with countless start-ups and emerging companies. His management advice encompasses strategy, marketing, sales, finance, and operations.
He has served as a board member on numerous non-profit organizations and has received various awards, including the prestigious U.S. Small Business Administration "Accountant Advocate of the Year."
He is a graduate of Bryant University and has taught classes at both Bryant and Roger Williams University. He is widely regarded as the top small business lecturer in the State of Rhode Island.
Manager: Maria Ferri Lucier, CPA, EA
Manager: Dante Calise. CPA, MBA
Manager: Lori A. Fleming, CPA, MST, Quick Books Pro Advisor
Assistant Manager: Curtis Karolczuk, EA
Deputy Chief of Staff: Michelle Bass, Certified Bookkeeper