Our offices

We are pleased to announce we have moved to new offices at 116 State Road #8 in Sagamore Beach, MA. Our clients will benefit from a spacious new conference room and professional offices. Thanks to my wife Sherrie, my brother-in-law Rob, and Brant for all their hard work in painting and updating the offices. We moved from our one room office at 95 State Road #106. Our growth is contributed to our success and we look forward to future expansion. Special thanks to our loyal clients.

Staff and Firm News

Certified Public Accountant
Eric Kinsherf
Eric Kinsherf is a Certified Public Accountant licensed in Massachusetts. Eric’s qualifications include a MBA from Suffolk University and a Bachelor of Science degree with an accounting concentration from Bridgewater
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Senior Municipal Accountant, Outsourced Division
Janice Boucher
Janice is a retired Certified Governmental Accountant, MMAAA and member of the Massachusetts Municipal Auditors & Accountants Association. Janice comes to us highly recommended by several municipalities, auditors, and software
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Senior Accountant And Financial Analyst
Carol McCoy
Carol is a Certified Public Accountant licensed in Massachusetts.  She is a highly motivated, skilled, self-starter that manages the office on a day to day basis. For the past seven years
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Municipal Accounting Specialist
David Grab
David is equipped with an M.S. in management, C.G.A. status, and a solid background in facilitating areas related to budgeting, revenue projection, reporting, purchasing, reconciliations, and policy development. Throughout his
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Senior Assessment Manager
Lisa Kelly
Lisa Kelly has a bachelor’s degree with a major in Accounting from University of Texas. She passed all parts of the CPA exam while living in Texas. Lisa has over
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Senior Municipal Consultant
Karl Jacob
Karl has a wealth of experience, having worked over his career for 2 credit rating agencies, a large municipal government and a mutual fund company. In his most recent position
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Financial Analyst
Laurie Bartkus
Laurie has over fifteen years of experience in the Environmental Consulting industry, where she worked with clients in the petroleum industry. She was responsible for overseeing and managing the company’s
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Financial Analyst
Sean Griffith
Sean is a recent graduate, earning a Bachelor’s degree in Accounting from the University of Massachusetts in Dartmouth. He joined our team within the past year, and has been working
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Financial Analyst
Barbara Newton
Barbara retired early from Country Bank for Savings after a successful 24 year career. She specializes in warrant processing, account review and restructure, and numerous project based assignments across all
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