Tofias PC
Industry: Company
DescriptionParent organization: CBIZ, Inc. Subsidiary: Tofias Financial Advisors Lp
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Tofias PC Employees
Employee
Years
Job
Industry
Jeffrey Solomon Jeffrey Solomon's Tofias PC Experience 1987 - 1990
Job Managing Partner, Katz Nannis + Solomon, PC
Industry Accounting
Experience
Katz, Nannis + Solomon, P.C. Board member and TreasurerMIT Enterprise forum of CambridgeSeptember 2010 - Present
Angel Capital Association Public Policy Committee June 2010 - Present
Mass Society of CPA;s May 2010 - Present
American Institute of Certified Public Accountants May 2009 - Present
Katz, Nannis + Solomon, P.C. January 1998 - Present
Tofias PC 1987 - 1990
Ernst & Whinney 1985 - 1988
Skills
Venture Capital, Auditing, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Private Equity, Due Diligence, Business Valuation, Strategy, Mergers, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Corporate Governance, Finance, Investments, Executive Management, Corporate Development, New Business Development, Investor Relations, Leadership, IPO, Management Consulting, Strategic Financial..., Valuation, Strategic Planning, Accounting, Corporate Finance, Tax, Financial Reporting
Education
University of Massachusetts at Amherst - Isenberg School of Management
accounting
Katz, Nannis + Solomon, P.C. Board member and TreasurerMIT Enterprise forum of CambridgeSeptember 2010 - Present
Angel Capital Association Public Policy Committee June 2010 - Present
Mass Society of CPA;s May 2010 - Present
American Institute of Certified Public Accountants May 2009 - Present
Katz, Nannis + Solomon, P.C. January 1998 - Present
Tofias PC 1987 - 1990
Ernst & Whinney 1985 - 1988
Skills
Venture Capital, Auditing, Start-ups, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Private Equity, Due Diligence, Business Valuation, Strategy, Mergers, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Corporate Governance, Finance, Investments, Executive Management, Corporate Development, New Business Development, Investor Relations, Leadership, IPO, Management Consulting, Strategic Financial..., Valuation, Strategic Planning, Accounting, Corporate Finance, Tax, Financial Reporting
Education
University of Massachusetts at Amherst - Isenberg School of Management
accounting
Jessie Kanter, CPA Jessie Kanter, CPA's Tofias PC Experience October 2001 - June 2009
Job Manager of Quality Assurance at BlumShapiro
Industry Accounting
Experience
BlumShapiro June 2013 - Present
Kahn, Litwin, Renza & Co., Ltd. July 2009 - May 2013
Tofias PC October 2001 - June 2009
Price Waterhouse Coopers August 2000 - October 2001
Dawson, Smith, Purvis & Bassett January 1999 - April 1999
Skills
Auditing, Accounting, GAAP, Tax Preparation, Tax, Financial Reporting, Financial Statements, Audits of Employee..., Internal Controls, Financial Accounting, Corporate Tax, Partnership Taxation, CPA, US GAAP, Income Tax, Quality Control, Financial Analysis, Internal Audit, S Corporations, Assurance, Small Business, Financial Audits, Tax Accounting, Tax Returns, Peer Reviews, QuickBooks, Microsoft Office, ProSystem fx Tax, OMB Circular A-133, ERISA, Employee Benefits, Preparation, Revenue Recognition, External Audit, Bookkeeping, Variance Analysis, Consolidation, ProSystem fx Engagement
Education
Husson College 1996 — 2000
BS, Accounting
Husson University 1996 — 2000
BS Accounting, Accounting
BlumShapiro June 2013 - Present
Kahn, Litwin, Renza & Co., Ltd. July 2009 - May 2013
Tofias PC October 2001 - June 2009
Price Waterhouse Coopers August 2000 - October 2001
Dawson, Smith, Purvis & Bassett January 1999 - April 1999
Skills
Auditing, Accounting, GAAP, Tax Preparation, Tax, Financial Reporting, Financial Statements, Audits of Employee..., Internal Controls, Financial Accounting, Corporate Tax, Partnership Taxation, CPA, US GAAP, Income Tax, Quality Control, Financial Analysis, Internal Audit, S Corporations, Assurance, Small Business, Financial Audits, Tax Accounting, Tax Returns, Peer Reviews, QuickBooks, Microsoft Office, ProSystem fx Tax, OMB Circular A-133, ERISA, Employee Benefits, Preparation, Revenue Recognition, External Audit, Bookkeeping, Variance Analysis, Consolidation, ProSystem fx Engagement
Education
Husson College 1996 — 2000
BS, Accounting
Husson University 1996 — 2000
BS Accounting, Accounting
Fred Charles Cataldo Fred Charles Cataldo's Tofias PC Experience 1996 - 2003
Job Public Accountant at NE Kelly & Associates, LLC
Industry Financial Services
Experience
Selig & Co, P.C. November 2011 - Present
Tofias, PC 1996 - 2003
Education
Suffolk University 1994 — 1996
BSBA, Accounting and Business/Management
Selig & Co, P.C. November 2011 - Present
Tofias, PC 1996 - 2003
Education
Suffolk University 1994 — 1996
BSBA, Accounting and Business/Management
Sarah (Botto) Bigham Sarah (Botto) Bigham's Tofias PC Experience 2008 - 2009
Job Security Analyst at Indiana University (RENISAC)
Industry Information Technology and Services
Experience
REN-ISAC March 2014 - Present
Harvard University July 2012 - September 2013
Harvard University September 2010 - July 2012
CBIZ MHM, LLC 2009 - 2010
Tofias PC 2008 - 2009
Sabre Systems Inc. September 2006 - April 2008
Comcast Cable January 2003 - September 2006
Skills
Active Directory, Servers, Troubleshooting, Microsoft Exchange, Information Technology, Windows, Software Installation, Training, Laptops, Software Documentation, Administration, BMC Remedy, Windows Server, Technical Support, Microsoft Office, Outlook, Windows XP, Help Desk Support, Operating Systems, HIPAA, Networking, Hardware, Computer Hardware, Call Centers, Norton Ghost, System Administration, ITIL, Databases
Education
Anne Arundel Community College 2000 — 2002
Associate of Applied Sciences, Computer Network Management
University of Maryland University College
Bachelor of Science, Information Systems Management
REN-ISAC March 2014 - Present
Harvard University July 2012 - September 2013
Harvard University September 2010 - July 2012
CBIZ MHM, LLC 2009 - 2010
Tofias PC 2008 - 2009
Sabre Systems Inc. September 2006 - April 2008
Comcast Cable January 2003 - September 2006
Skills
Active Directory, Servers, Troubleshooting, Microsoft Exchange, Information Technology, Windows, Software Installation, Training, Laptops, Software Documentation, Administration, BMC Remedy, Windows Server, Technical Support, Microsoft Office, Outlook, Windows XP, Help Desk Support, Operating Systems, HIPAA, Networking, Hardware, Computer Hardware, Call Centers, Norton Ghost, System Administration, ITIL, Databases
Education
Anne Arundel Community College 2000 — 2002
Associate of Applied Sciences, Computer Network Management
University of Maryland University College
Bachelor of Science, Information Systems Management
Mike Iappini, CPA Mike Iappini, CPA's Tofias PC Experience January 2001 - October 2003
Job Plant Controller at Ocean Spray Cranberries
Industry Accounting
Experience
Ocean Spray Cranberries June 2013 - Present
Ocean Spray Cranberries February 2011 - June 2013
Ocean Spray Cranberries July 2009 - February 2011
Acushnet Company May 2007 - February 2009
KPMG 2006 - 2007
Rosner, Brown, Touchstone & Keller December 2003 - May 2006
Tofias PC January 2001 - October 2003
Reznick Group 2000 - 2001
Skills
Financial Reporting, GAAP, US GAAP, Internal Controls, Accounting, General Ledger, Auditing, Variance Analysis, Financial Analysis, Financial Accounting, Essbase, Fixed Assets, Financial Statements, CPA, SAP, Cost Accounting, Revenue Recognition, Consolidation, Sarbanes-Oxley, Account Reconciliation, Journal Entries
Education
Bryant University 1996 — 2000
BS, Accounting
Melrose HS
Ocean Spray Cranberries June 2013 - Present
Ocean Spray Cranberries February 2011 - June 2013
Ocean Spray Cranberries July 2009 - February 2011
Acushnet Company May 2007 - February 2009
KPMG 2006 - 2007
Rosner, Brown, Touchstone & Keller December 2003 - May 2006
Tofias PC January 2001 - October 2003
Reznick Group 2000 - 2001
Skills
Financial Reporting, GAAP, US GAAP, Internal Controls, Accounting, General Ledger, Auditing, Variance Analysis, Financial Analysis, Financial Accounting, Essbase, Fixed Assets, Financial Statements, CPA, SAP, Cost Accounting, Revenue Recognition, Consolidation, Sarbanes-Oxley, Account Reconciliation, Journal Entries
Education
Bryant University 1996 — 2000
BS, Accounting
Melrose HS
Barbara C. Attardo, CFP(R), AEP(R) Barbara C. Attardo, CFP(R), AEP(R)'s Tofias PC Experience August 1991 - July 2008
Job Partner, Senior Client Advisor at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Robert M. Oliveira Robert M. Oliveira's Tofias PC Experience 2000 - 2003
Job Accountant
Industry Accounting
Experience
Burke & Lamb, P.C. January 2005 - Present
Double A Construction Co., Inc. November 2003 - January 2005
Compass Bank November 2003 - October 2004
Tofias PC 2000 - 2003
Skills
Auditing, Accounting, Tax, Financial Analysis, General Ledger, Account Reconciliation, GAAP, Accounts Payable, Accounts Receivable, Payroll, Strategic Financial..., Budgets
Education
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Science, Accounting
Burke & Lamb, P.C. January 2005 - Present
Double A Construction Co., Inc. November 2003 - January 2005
Compass Bank November 2003 - October 2004
Tofias PC 2000 - 2003
Skills
Auditing, Accounting, Tax, Financial Analysis, General Ledger, Account Reconciliation, GAAP, Accounts Payable, Accounts Receivable, Payroll, Strategic Financial..., Budgets
Education
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Science, Accounting
Jenna Goldstein's Tofias PC Experience 2008 - 2009
Job Accounting Software Implementation, Formerly Accounting
Industry Computer Software
Experience
Ariett August 2015 - Present
Compass Medical December 2014 - July 2015
Athletes' Performance February 2010 - November 2014
EF Education First March 2010 - January 2011
Miller Allen 2009 - 2010
Tofias PC 2008 - 2009
Skills
Microsoft Excel, Accounting, Financial Reporting, Internal Controls, Microsoft Word, PowerPoint, Auditing, Microsoft Office, Outlook, Forecasting, Account Reconciliation, Financial Analysis, Financial Accounting, Variance Analysis, Budgets, Sage, Accounts Payable, Management Accounting, Accounts Receivable, General Ledger, Fixed Assets
Education
Assumption College 2004 — 2008
BA, Accounting
Duxbury Highschool 2000 — 2004
Diploma
Ariett August 2015 - Present
Compass Medical December 2014 - July 2015
Athletes' Performance February 2010 - November 2014
EF Education First March 2010 - January 2011
Miller Allen 2009 - 2010
Tofias PC 2008 - 2009
Skills
Microsoft Excel, Accounting, Financial Reporting, Internal Controls, Microsoft Word, PowerPoint, Auditing, Microsoft Office, Outlook, Forecasting, Account Reconciliation, Financial Analysis, Financial Accounting, Variance Analysis, Budgets, Sage, Accounts Payable, Management Accounting, Accounts Receivable, General Ledger, Fixed Assets
Education
Assumption College 2004 — 2008
BA, Accounting
Duxbury Highschool 2000 — 2004
Diploma
Felicia Magwood Felicia Magwood's Tofias PC Experience 1988 - 1992
Job National Customer Experience Manager, Commercial and Specialty, Quad/Graphics
Industry Printing
Experience
Quad/Graphics 2014 - Present
Quad/Graphics 2014 - 2014
USA TODAY October 2004 - 2013
New England Association of Circulation Execs 2005 - 2010
Community Newspaper Company May 2000 - October 2004
Community Newspaper Company May 1997 - May 2000
Tofias PC 1988 - 1992
Skills
Marketing Strategy, Strategic Planning, Program Management, Leadership, Sales, Training, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Marketing, Strategy
University of New Hampshire 1984 — 1988
B.S., Business, French
Plymouth Carver
Quad/Graphics 2014 - Present
Quad/Graphics 2014 - 2014
USA TODAY October 2004 - 2013
New England Association of Circulation Execs 2005 - 2010
Community Newspaper Company May 2000 - October 2004
Community Newspaper Company May 1997 - May 2000
Tofias PC 1988 - 1992
Skills
Marketing Strategy, Strategic Planning, Program Management, Leadership, Sales, Training, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Marketing, Strategy
University of New Hampshire 1984 — 1988
B.S., Business, French
Plymouth Carver
Daniel C. Brock, CPA's Tofias PC Experience August 2005 - May 2006
Job Tax Manager at The LBA Group
Industry Accounting
Experience
The LBA Group September 2006 - Present
Tofias PC August 2005 - May 2006
Skills
Corporate Tax, Tax, Income Tax, Financial Accounting, Tax Returns, Financial Planners, Tax Preparation, Tax Accounting, CPA
Education
Boston College 2005 — 2006
Master of Science, Accounting
University of Florida 2000 — 2004
Bachelor of Science, Accounting
The LBA Group September 2006 - Present
Tofias PC August 2005 - May 2006
Skills
Corporate Tax, Tax, Income Tax, Financial Accounting, Tax Returns, Financial Planners, Tax Preparation, Tax Accounting, CPA
Education
Boston College 2005 — 2006
Master of Science, Accounting
University of Florida 2000 — 2004
Bachelor of Science, Accounting
Laura Gannon Laura Gannon's Tofias PC Experience December 1996 - November 2001
Job CPA, Sullivan and Gannon, LLC
Industry Accounting
Experience
Sullivan and Gannon, LLC September 2007 - Present
Parent, McLaughlin & Nangle, CPAs August 2004 - September 2007
Leverone and Associates November 2001 - July 2004
Tofias PC December 1996 - November 2001
Vacovec, Mayotte & Singer January 1996 - December 1996
Internal Revenue Service September 1990 - June 1995
Skills
Management Consulting, Part-Time CFO Services, Cloud Solutions Provider, Reviews, Tax, Compilation, Accounting, CPA, Tax Law, Corporations, Nonprofits, Small Business, Small Business..., Real Estate, Setting up new..., QuickBooks, Quickbooks Consulting, Industry Benchmarking, Auditing, Non-profits, Tax Preparation, Benchmarking
Education
Bentley University 1993 — 1995
BS, Accounting
Northeastern University 1988 — 1991
merrimack high school 1984 — 1988
Sullivan and Gannon, LLC September 2007 - Present
Parent, McLaughlin & Nangle, CPAs August 2004 - September 2007
Leverone and Associates November 2001 - July 2004
Tofias PC December 1996 - November 2001
Vacovec, Mayotte & Singer January 1996 - December 1996
Internal Revenue Service September 1990 - June 1995
Skills
Management Consulting, Part-Time CFO Services, Cloud Solutions Provider, Reviews, Tax, Compilation, Accounting, CPA, Tax Law, Corporations, Nonprofits, Small Business, Small Business..., Real Estate, Setting up new..., QuickBooks, Quickbooks Consulting, Industry Benchmarking, Auditing, Non-profits, Tax Preparation, Benchmarking
Education
Bentley University 1993 — 1995
BS, Accounting
Northeastern University 1988 — 1991
merrimack high school 1984 — 1988
Elizabeth A. Whitney Elizabeth A. Whitney's Tofias PC Experience 2000 - 2007
Job Senior Tax Manager, Financial Services at Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young LLP 2007 - Present
Tofias PC 2000 - 2007
Skills
Partnership Taxation, International Tax, State Tax, Corporate Tax, High Net Worth..., Withholding, FATCA, ECI, UBTI, Tax Compliance, Tax Planning, Tax Accounting, Allocations, Tax Consulting, ASC 740
Education
University of Maine School of Law 1996 — 1999
J.D.
Northeastern University
Advanced Certificate in Accounting
Denison University 1987 — 1991
B.A., cum laude
Ernst & Young LLP 2007 - Present
Tofias PC 2000 - 2007
Skills
Partnership Taxation, International Tax, State Tax, Corporate Tax, High Net Worth..., Withholding, FATCA, ECI, UBTI, Tax Compliance, Tax Planning, Tax Accounting, Allocations, Tax Consulting, ASC 740
Education
University of Maine School of Law 1996 — 1999
J.D.
Northeastern University
Advanced Certificate in Accounting
Denison University 1987 — 1991
B.A., cum laude
Brad Jolie, CPA's Tofias PC Experience June 2008 - August 2010
Job Director at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann P.C. - Tofias New England Division September 2006 - Present
CBIZ Tofias November 2011 - December 2014
CBIZ Tofias August 2010 - November 2011
Tofias PC June 2008 - August 2010
Tofias PC September 2006 - June 2008
Quigley Raimo & Company June 2005 - September 2006
Skills
Corporate Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, State Tax, Tax, CPA, Financial Reporting, Internal Controls, Tax Returns, ASC 740
Education
Bentley University 2002 — 2006
Bachelors of Science, Accounting
CBIZ Tofias January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann P.C. - Tofias New England Division September 2006 - Present
CBIZ Tofias November 2011 - December 2014
CBIZ Tofias August 2010 - November 2011
Tofias PC June 2008 - August 2010
Tofias PC September 2006 - June 2008
Quigley Raimo & Company June 2005 - September 2006
Skills
Corporate Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, State Tax, Tax, CPA, Financial Reporting, Internal Controls, Tax Returns, ASC 740
Education
Bentley University 2002 — 2006
Bachelors of Science, Accounting
William Floeckher's Tofias PC Experience 2006 - December 2008
Job Senior Financial Reporting Analyst at The MathWorks
Industry Accounting
Experience
The MathWorks October 2013 - Present
Deloitte November 2011 - October 2013
Mayer Hoffman McCann PC, Tofias New England Division January 2009 - November 2011
Mayer Hoffman McCann PC June 2009 - July 2011
Tofias PC 2006 - December 2008
Nardella & Taylor June 2004 - September 2006
Skills
Internal Controls, US GAAP, GAAP, Financial Reporting, CPA, Auditing, External Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
Master of Science in Accounting, Accounting
Boston College 2000 — 2004
Management, Finance and Accounting
The MathWorks October 2013 - Present
Deloitte November 2011 - October 2013
Mayer Hoffman McCann PC, Tofias New England Division January 2009 - November 2011
Mayer Hoffman McCann PC June 2009 - July 2011
Tofias PC 2006 - December 2008
Nardella & Taylor June 2004 - September 2006
Skills
Internal Controls, US GAAP, GAAP, Financial Reporting, CPA, Auditing, External Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
Master of Science in Accounting, Accounting
Boston College 2000 — 2004
Management, Finance and Accounting
Shauna (MacSweeney) Collins's Tofias PC Experience 2001 - 2006
Job PCG Division Controller/Public Partnerships, LLC Controller
Industry Accounting
Experience
Public Consulting Group July 2013 - Present
Public Partnerships, LLC April 2011 - June 2013
Share Group October 2010 - August 2011
DiCicco, Gulman & Company May 2007 - October 2009
McGladrey & Pullen 2006 - 2007
Tofias PC 2001 - 2006
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, General Ledger, GAAP, Auditing, Internal Controls, Fixed Assets, Corporate Tax, Income Tax, US GAAP, Tax Preparation, Financial Analysis
Education
Assumption College 1995 — 1999
Bachelor of Arts, Accounting
MATIGNON 1991 — 1995
team sauce
team sauce
team sauce
Public Consulting Group July 2013 - Present
Public Partnerships, LLC April 2011 - June 2013
Share Group October 2010 - August 2011
DiCicco, Gulman & Company May 2007 - October 2009
McGladrey & Pullen 2006 - 2007
Tofias PC 2001 - 2006
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, General Ledger, GAAP, Auditing, Internal Controls, Fixed Assets, Corporate Tax, Income Tax, US GAAP, Tax Preparation, Financial Analysis
Education
Assumption College 1995 — 1999
Bachelor of Arts, Accounting
MATIGNON 1991 — 1995
team sauce
team sauce
team sauce
Susan Tevnan, CPA Susan Tevnan, CPA's Tofias PC Experience 1992 - December 2002
Job CFO Serlin Haley LLP
Industry Law Practice
Experience
Serlin Haley LLP January 2006 - Present
Boston Collegiate Charter School January 2003 - December 2005
Tofias PC 1992 - December 2002
Levine, Zeidman & Daitch PC 1985 - 1992
Skills
Financial Accounting, Project Accounting, Finance, Compliance, Tax, Auditing, Corporate Budgeting, Cash Management, Strategy, Financial Analysis, Accounting, Managerial Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Accounting / Taxation
Suffolk University - Sawyer Business School 1982 — 1985
BSBA, Accounting
Mount Saint Joseph Academy 1976 — 1980
Serlin Haley LLP January 2006 - Present
Boston Collegiate Charter School January 2003 - December 2005
Tofias PC 1992 - December 2002
Levine, Zeidman & Daitch PC 1985 - 1992
Skills
Financial Accounting, Project Accounting, Finance, Compliance, Tax, Auditing, Corporate Budgeting, Cash Management, Strategy, Financial Analysis, Accounting, Managerial Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Accounting / Taxation
Suffolk University - Sawyer Business School 1982 — 1985
BSBA, Accounting
Mount Saint Joseph Academy 1976 — 1980
Adam Feinzig Adam Feinzig's Tofias PC Experience October 1993 - December 1995
Job CFO at Signiant
Industry Computer Software
Experience
Signiant January 2013 - Present
Sermo July 2010 - August 2012
Gomez, Inc. November 2008 - July 2010
Stratus Technologies October 2004 - November 2008
Huron Consulting Group May 2003 - October 2004
InfoVista December 2001 - May 2003
Notara March 2000 - December 2001
Price Waterhouse Coopers January 1996 - March 2000
Tofias PC October 1993 - December 1995
Skills
Corporate Finance, Board Relations, SaaS, Mergers, Growth, Strategic Planning, Capital, Financial Modeling, Financial Planning, Financial Reporting, Social Media, Start-ups, Strategic Financial..., Mergers & Acquisitions, Finance, Budgets, Forecasting
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Accounting
L-S 1985 — 1989
Signiant January 2013 - Present
Sermo July 2010 - August 2012
Gomez, Inc. November 2008 - July 2010
Stratus Technologies October 2004 - November 2008
Huron Consulting Group May 2003 - October 2004
InfoVista December 2001 - May 2003
Notara March 2000 - December 2001
Price Waterhouse Coopers January 1996 - March 2000
Tofias PC October 1993 - December 1995
Skills
Corporate Finance, Board Relations, SaaS, Mergers, Growth, Strategic Planning, Capital, Financial Modeling, Financial Planning, Financial Reporting, Social Media, Start-ups, Strategic Financial..., Mergers & Acquisitions, Finance, Budgets, Forecasting
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Accounting
L-S 1985 — 1989
Gordon W. Graham, Jr. Gordon W. Graham, Jr.'s Tofias PC Experience August 1992 - August 2004
Job Attorney at Law Office of Gordon W. Graham, Jr.
Industry Accounting
Experience
Law Office of Gordon W. Graham, Jr. September 2009 - Present
Martin J. Scafidi, P.C. August 2004 - November 2009
Tofias PC August 1992 - August 2004
Education
Massachusetts School of Law 2004 — 2008
J.D.
Bentley University 1989 — 1993
MS, Accounting
Law Office of Gordon W. Graham, Jr. September 2009 - Present
Martin J. Scafidi, P.C. August 2004 - November 2009
Tofias PC August 1992 - August 2004
Education
Massachusetts School of Law 2004 — 2008
J.D.
Bentley University 1989 — 1993
MS, Accounting
Mark P. Paquin, CPA, MST, CGMA's Tofias PC Experience January 1992 - September 1994
Job Principal at Mark P. Paquin, CPA P.C.
Industry Accounting
Experience
Mark P. Paquin, CPA P.C. January 2014 - Present
Rucci, Bardaro & Falzone PC February 2004 - January 2014
Samet & Co., PC August 2001 - February 2004
APW / Wrightline June 1998 - August 2001
Deloitte September 1994 - June 1998
Tofias PC January 1992 - September 1994
Coopers & Lybrand August 1989 - February 1991
Skills
Accounting, Tax, Auditing, Mergers, Audit, Consolidation, Budgeting, Due Diligence, Business Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Taxation
Bridgewater State College 1987 — 1989
BS, Management Science, Accounting/Finance
Braintree High School 1981 — 1985
HS Diploma
Mark P. Paquin, CPA P.C. January 2014 - Present
Rucci, Bardaro & Falzone PC February 2004 - January 2014
Samet & Co., PC August 2001 - February 2004
APW / Wrightline June 1998 - August 2001
Deloitte September 1994 - June 1998
Tofias PC January 1992 - September 1994
Coopers & Lybrand August 1989 - February 1991
Skills
Accounting, Tax, Auditing, Mergers, Audit, Consolidation, Budgeting, Due Diligence, Business Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Taxation
Bridgewater State College 1987 — 1989
BS, Management Science, Accounting/Finance
Braintree High School 1981 — 1985
HS Diploma
Richard McIlveen, Jr. Richard McIlveen, Jr.'s Tofias PC Experience June 2001 - May 2002
Job Vice President, Corporate Investigations at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain December 2008 - Present
Deloitte Financial Advisory Services, Inc March 2007 - December 2008
Dunkin Brands, Inc March 2003 - March 2007
Andover Investigations, Inc May 2002 - March 2007
Tofias, PC June 2001 - May 2002
Fidelity Security Services, Inc March 1997 - May 2001
KPMG Peat Marwick April 1995 - March 1997
Kroll Associates January 1991 - April 1995
FBI December 1983 - December 1987
Skills
Fraud, Litigation Support, FCPA, ACAB, CPA, CFE
Education
Providence College
B.S, Business Administration
Iron Mountain December 2008 - Present
Deloitte Financial Advisory Services, Inc March 2007 - December 2008
Dunkin Brands, Inc March 2003 - March 2007
Andover Investigations, Inc May 2002 - March 2007
Tofias, PC June 2001 - May 2002
Fidelity Security Services, Inc March 1997 - May 2001
KPMG Peat Marwick April 1995 - March 1997
Kroll Associates January 1991 - April 1995
FBI December 1983 - December 1987
Skills
Fraud, Litigation Support, FCPA, ACAB, CPA, CFE
Education
Providence College
B.S, Business Administration
Robert McCaffrey Robert McCaffrey's Tofias PC Experience 1988 - 1995
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Fidelity Investments 1995 - Present
Tofias PC 1988 - 1995
Coopers & Lybrand 1986 - 1988
Education
Bentley University
MST, Taxation
University of Massachusetts, Amherst
BBA, Finance
Paul Costantino Paul Costantino's Tofias PC Experience October 1991 - May 1995
Job Partner at Costantino Richards Rizzo, LLP
Industry Accounting
Experience
Costantino Richards Rizzo, LLP May 1995 - Present
Massachusetts Society of CPAs, Inc. May 2015 - Present
Tofias PC October 1991 - May 1995
Skills
Real Estate, Due Diligence, Investments, Business Valuation, Tax, Accounting, Mergers & Acquisitions, Start-ups, Financial Modeling, Private Equity, Strategic Planning, Finance, Tax Advisory, CPA, Management, Tax Preparation, Financial Reporting, Auditing, Portfolio Management, Corporate Tax, SEC filings, Small Business, Venture Capital, GAAP, Financial Analysis, Real Estate Economics, Corporate Law, Credit, Management Consulting, Financial Accounting, Risk Management, Valuation, Forecasting, Partnership Taxation, Corporate Finance, Income Tax, Tax Accounting, Strategic Financial..., Asset Management, US GAAP, Loans, Banking, Budgets, Internal Controls, Forensic Accounting, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Corporate Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Tax
Suffolk University - Sawyer Business School 1987 — 1991
BSBA, Accounting
Costantino Richards Rizzo, LLP May 1995 - Present
Massachusetts Society of CPAs, Inc. May 2015 - Present
Tofias PC October 1991 - May 1995
Skills
Real Estate, Due Diligence, Investments, Business Valuation, Tax, Accounting, Mergers & Acquisitions, Start-ups, Financial Modeling, Private Equity, Strategic Planning, Finance, Tax Advisory, CPA, Management, Tax Preparation, Financial Reporting, Auditing, Portfolio Management, Corporate Tax, SEC filings, Small Business, Venture Capital, GAAP, Financial Analysis, Real Estate Economics, Corporate Law, Credit, Management Consulting, Financial Accounting, Risk Management, Valuation, Forecasting, Partnership Taxation, Corporate Finance, Income Tax, Tax Accounting, Strategic Financial..., Asset Management, US GAAP, Loans, Banking, Budgets, Internal Controls, Forensic Accounting, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Corporate Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Tax
Suffolk University - Sawyer Business School 1987 — 1991
BSBA, Accounting
Merrill Puopolo's Tofias PC Experience 1992 - 2008
Job Managing Director, CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias & Mayer Hoffman McCann PC-Tofias New England Division January 2009 - Present
Tofias PC 1992 - 2008
Levine Zeidman & Daitch September 1989 - October 1992
Freedberg & Garlick 1988 - 1989
Skills
Tax, Income Tax, CPA, Corporate Tax, Auditing, Accounting, Tax Preparation, Financial Statements, Due Diligence, GAAP, Tax Research, Tax Accounting, Revenue Recognition
Education
University of Maryland College Park 1987 — 1989
University of Massachusetts, Amherst 1985 — 1987
Accounting
CBIZ Tofias & Mayer Hoffman McCann PC-Tofias New England Division January 2009 - Present
Tofias PC 1992 - 2008
Levine Zeidman & Daitch September 1989 - October 1992
Freedberg & Garlick 1988 - 1989
Skills
Tax, Income Tax, CPA, Corporate Tax, Auditing, Accounting, Tax Preparation, Financial Statements, Due Diligence, GAAP, Tax Research, Tax Accounting, Revenue Recognition
Education
University of Maryland College Park 1987 — 1989
University of Massachusetts, Amherst 1985 — 1987
Accounting
Robert Bancroft's Tofias PC Experience January 2006 - July 2007
Job Financial Operations Manager at Total Facility Solutions
Industry Construction
Experience
Total Facility Solutions July 2011 - Present
Parsons August 2007 - July 2011
Tofias PC January 2006 - July 2007
Casler Masonry September 1999 - August 2004
USMC December 1996 - November 2000
Hunt Construction Group June 1999 - August 1999
Skills
Construction Management, Contract Management, Construction, Finance, Accounting, Cost Control
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA and MS, Accounting
State University of New York College of Environmental Sciences and Forestry 1997 — 1999
BS, Construction Management
Total Facility Solutions July 2011 - Present
Parsons August 2007 - July 2011
Tofias PC January 2006 - July 2007
Casler Masonry September 1999 - August 2004
USMC December 1996 - November 2000
Hunt Construction Group June 1999 - August 1999
Skills
Construction Management, Contract Management, Construction, Finance, Accounting, Cost Control
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA and MS, Accounting
State University of New York College of Environmental Sciences and Forestry 1997 — 1999
BS, Construction Management
Stella J Karavas, CPA's Tofias PC Experience February 1998 - May 2000
Job CEO / CFO, Voltree Power, Inc.
Industry Executive Office
Experience
Voltree Power September 2008 - Present
Massachusetts Competes May 2012 - April 2015
MagCap Engineering LLC February 2000 - September 2008
Tofias PC February 1998 - May 2000
Luca Caplice Ciaramicoli 1985 - 1988
Skills
Entrepreneurship, Start-ups, New Business Development, Strategic Planning, Manufacturing, Leadership, Product Marketing, Strategy, Business Development, Product Development, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Management, Competitive Analysis, Cross-functional Team..., Business Planning, Management Consulting, Program Management, Project Planning, Product Management, Team Leadership, Analysis, Negotiation, Public Relations, Proposal & Grant Writing, AS9100 Implementation, C-Level Negotiations, Government Contracting, Market Analysis, Business Tax Planning, Project Management, Microsoft Excel, Microsoft Word, Financial Analysis, Business Analysis, Budgets, Microsoft Office, Public Speaking, Proposal Writing
Education
Stonehill College 1981 — 1985
B.S., Accounting
Stonehill College 1981 — 1985
Bachelor's Degree, Business Administration & Accounting
Voltree Power September 2008 - Present
Massachusetts Competes May 2012 - April 2015
MagCap Engineering LLC February 2000 - September 2008
Tofias PC February 1998 - May 2000
Luca Caplice Ciaramicoli 1985 - 1988
Skills
Entrepreneurship, Start-ups, New Business Development, Strategic Planning, Manufacturing, Leadership, Product Marketing, Strategy, Business Development, Product Development, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Management, Competitive Analysis, Cross-functional Team..., Business Planning, Management Consulting, Program Management, Project Planning, Product Management, Team Leadership, Analysis, Negotiation, Public Relations, Proposal & Grant Writing, AS9100 Implementation, C-Level Negotiations, Government Contracting, Market Analysis, Business Tax Planning, Project Management, Microsoft Excel, Microsoft Word, Financial Analysis, Business Analysis, Budgets, Microsoft Office, Public Speaking, Proposal Writing
Education
Stonehill College 1981 — 1985
B.S., Accounting
Stonehill College 1981 — 1985
Bachelor's Degree, Business Administration & Accounting
Valerie Quigley's Tofias PC Experience November 2006 - December 2008
Job Marketing Specialist
Industry Accounting
Experience
CBIZ Tofias December 2008 - June 2011
Tofias PC November 2006 - December 2008
Emerson Investment Management, Inc. October 2003 - November 2006
Emerson Investment Management, Inc. June 2002 - October 2003
Skills
Marketing Communications, Strategy, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Management, Leadership, Event Management, Business Development
Education
Bentley University 1998 — 2002
BS, Marketing
Arlington High School 1994 — 1998
CBIZ Tofias December 2008 - June 2011
Tofias PC November 2006 - December 2008
Emerson Investment Management, Inc. October 2003 - November 2006
Emerson Investment Management, Inc. June 2002 - October 2003
Skills
Marketing Communications, Strategy, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Management, Leadership, Event Management, Business Development
Education
Bentley University 1998 — 2002
BS, Marketing
Arlington High School 1994 — 1998
John DeCamp John DeCamp's Tofias PC Experience 2004 - 2006
Job Account Manager at EnterpriseDB
Industry Financial Services
Experience
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
Margie Kaufman Margie Kaufman's Tofias PC Experience June 2002 - January 2006
Job Managing Director at Getzler Henrich & Associates
Industry Management Consulting
Experience
Getzler Henrich & Associates January 2006 - Present
Tofias PC June 2002 - January 2006
Resolution Capital Corporation 1998 - 2002
TRG - The Recovery Group 1987 - 1997
Skills
Restructuring, Workout, Due Diligence, Financial Analysis, Bankruptcy, Business Valuation, Private Equity, Corporate Governance, Mergers, Mergers & Acquisitions, Capital Markets, Change Management, Asset Based Lending, Business Process..., Acquisition Integration, Venture Capital, LBO, Strategic Planning, Valuation, Financial Reporting, Executive Management, Cash Management, Working Capital..., Business Planning, Finance, Cash Flow, Credit, Strategy, Chapter 11, Corporate Development
Education
University of Bridgeport 1981 — 1985
BS, Accounting
Framingham South High School 1977 — 1981
Getzler Henrich & Associates January 2006 - Present
Tofias PC June 2002 - January 2006
Resolution Capital Corporation 1998 - 2002
TRG - The Recovery Group 1987 - 1997
Skills
Restructuring, Workout, Due Diligence, Financial Analysis, Bankruptcy, Business Valuation, Private Equity, Corporate Governance, Mergers, Mergers & Acquisitions, Capital Markets, Change Management, Asset Based Lending, Business Process..., Acquisition Integration, Venture Capital, LBO, Strategic Planning, Valuation, Financial Reporting, Executive Management, Cash Management, Working Capital..., Business Planning, Finance, Cash Flow, Credit, Strategy, Chapter 11, Corporate Development
Education
University of Bridgeport 1981 — 1985
BS, Accounting
Framingham South High School 1977 — 1981
Salvatore P. Falzone, Jr.'s Tofias PC Experience 1985 - 1996
Job Partner, Rucci, Bardaro & Falzone, PC
Industry Accounting
Experience
Rucci, Bardaro & Falzone, PC November 2012 - Present
Rucci, Bardaro & Barrett, PC January 2000 - October 2012
Deloitte & Touche 1997 - 1999
Tofias, Fleishman & Shapiro, PC 1985 - 1996
Tofias PC 1985 - 1996
Skills
Tax, SEC filings, Accounting, Auditing, Corporate Tax, GAAP, CPA, Financial Reporting, Internal Controls, International Tax, Financial Accounting, Income Tax, US GAAP, Due Diligence, Business Valuation, Tax Preparation, Financial Analysis, Mergers, Financial Modeling, Tax Advisory, Tax Research, Mergers & Acquisitions, Tax Accounting, Partnership Taxation
Education
Bentley University 1977 — 1981
BS, Accountancy
Malden Catholic High School 1973 — 1977
Rucci, Bardaro & Falzone, PC November 2012 - Present
Rucci, Bardaro & Barrett, PC January 2000 - October 2012
Deloitte & Touche 1997 - 1999
Tofias, Fleishman & Shapiro, PC 1985 - 1996
Tofias PC 1985 - 1996
Skills
Tax, SEC filings, Accounting, Auditing, Corporate Tax, GAAP, CPA, Financial Reporting, Internal Controls, International Tax, Financial Accounting, Income Tax, US GAAP, Due Diligence, Business Valuation, Tax Preparation, Financial Analysis, Mergers, Financial Modeling, Tax Advisory, Tax Research, Mergers & Acquisitions, Tax Accounting, Partnership Taxation
Education
Bentley University 1977 — 1981
BS, Accountancy
Malden Catholic High School 1973 — 1977
Sal Capizzi, CPA's Tofias PC Experience 1987 - 1994
Job Consultant at Virtus Recruiting, LLC
Industry Staffing and Recruiting
Experience
Virtus Recruiting, LLC May 2014 - Present
PHOTON Consulting July 2012 - May 2013
Complete Interview Coach 2009 - July 2012
Capizzi Consulting & CFO Services 2008 - July 2012
International Planning Group 2002 - 2008
Winter Wyman 1996 - 2002
Ernst & Young, Kenneth Leventhal & Company 1994 - 1995
Tofias PC 1987 - 1994
Ercolini & Company LLP 1985 - 1987
Skills
Accounting, Tax, Financial Reporting, Forecasting, Budgeting, Contract Negotiation, Business Planning, Interview Coaching, Real Estate, Insurance, Excel, Word, Budgets, Microsoft Excel, Job Coaching, Auditing, Management, Human Resources, Recruiting, Microsoft Word, Interview Preparation, Finance, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MS
Bentley University 1981 — 1985
BS
Framingham South High School
Virtus Recruiting, LLC May 2014 - Present
PHOTON Consulting July 2012 - May 2013
Complete Interview Coach 2009 - July 2012
Capizzi Consulting & CFO Services 2008 - July 2012
International Planning Group 2002 - 2008
Winter Wyman 1996 - 2002
Ernst & Young, Kenneth Leventhal & Company 1994 - 1995
Tofias PC 1987 - 1994
Ercolini & Company LLP 1985 - 1987
Skills
Accounting, Tax, Financial Reporting, Forecasting, Budgeting, Contract Negotiation, Business Planning, Interview Coaching, Real Estate, Insurance, Excel, Word, Budgets, Microsoft Excel, Job Coaching, Auditing, Management, Human Resources, Recruiting, Microsoft Word, Interview Preparation, Finance, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MS
Bentley University 1981 — 1985
BS
Framingham South High School
Priscilla Burney Priscilla Burney's Tofias PC Experience September 1996 - May 1999
Job Operations Project Analyst at GID
Industry Real Estate
Experience
GID Investment Advisers LLC May 2002 - Present
Glanz Properties November 2001 - May 2002
Holland Mark Advertising February 2001 - October 2001
Holland Mark Advertising May 1999 - May 2001
Tofias PC September 1996 - May 1999
Skills
Real Estate, Contract Negotiation, Budgets
Education
Northeastern University 1989 — 1993
GID Investment Advisers LLC May 2002 - Present
Glanz Properties November 2001 - May 2002
Holland Mark Advertising February 2001 - October 2001
Holland Mark Advertising May 1999 - May 2001
Tofias PC September 1996 - May 1999
Skills
Real Estate, Contract Negotiation, Budgets
Education
Northeastern University 1989 — 1993
Laurie E. McDonald, CPA, CIA, CISA, CISM, CRISC Laurie E. McDonald, CPA, CIA, CISA, CISM, CRISC's Tofias PC Experience October 1998 - November 2002
Job US Head of Internal Audit
Industry Financial Services
Experience
Computershare US July 2013 - Present
Boston Capital July 2006 - June 2013
The J. Jill Group November 2005 - June 2006
Teradyne February 2004 - November 2005
PricewaterhouseCoopers November 2002 - January 2004
Tofias PC October 1998 - November 2002
Skills
Financial statement..., IT audits, Risk Assessment, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Reporting, Accounting, COSO, CISA, Enterprise Risk..., Sarbanes-Oxley, SAS70, Financial Analysis, External Audit, Assurance, SEC filings, Certified Fraud Examiner, GAAP, Risk Management, SOX 404, Financial Accounting
Education
Northeastern University 1995 — 1998
BS, Accounting and Management
College of the Holy Cross 1992 — 1994
Economics and Accounting
Milton High School 1988 — 1992
Computershare US July 2013 - Present
Boston Capital July 2006 - June 2013
The J. Jill Group November 2005 - June 2006
Teradyne February 2004 - November 2005
PricewaterhouseCoopers November 2002 - January 2004
Tofias PC October 1998 - November 2002
Skills
Financial statement..., IT audits, Risk Assessment, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Reporting, Accounting, COSO, CISA, Enterprise Risk..., Sarbanes-Oxley, SAS70, Financial Analysis, External Audit, Assurance, SEC filings, Certified Fraud Examiner, GAAP, Risk Management, SOX 404, Financial Accounting
Education
Northeastern University 1995 — 1998
BS, Accounting and Management
College of the Holy Cross 1992 — 1994
Economics and Accounting
Milton High School 1988 — 1992
Robert Travis Robert Travis's Tofias PC Experience July 1993 - December 1995
Job Vice President, Corporate Accounting Asset Management and Brokerage at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments November 2010 - Present
Fidelity Investments November 2009 - November 2010
PricewaterhouseCoopers November 2000 - November 2009
Glotel October 1998 - November 2000
PricewaterhouseCoopers January 1996 - October 1998
Tofias PC July 1993 - December 1995
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
Fidelity Investments December 2013 - Present
Fidelity Investments November 2010 - Present
Fidelity Investments November 2009 - November 2010
PricewaterhouseCoopers November 2000 - November 2009
Glotel October 1998 - November 2000
PricewaterhouseCoopers January 1996 - October 1998
Tofias PC July 1993 - December 1995
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
Laurie Austin, CPA, MST, AEP ® Laurie Austin, CPA, MST, AEP ®'s Tofias PC Experience December 1990 - August 2000
Job Managing Partner at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company August 2000 - Present
Tofias PC December 1990 - August 2000
Coopers & Lybrand 1982 - 1989
Skills
Tax, Trusts, High Net Worth..., Income Tax, International Tax, Investments, Tax Research, Accounting, Financial Advisory, Financial Statements, Financial Planners, Auditing, Partnership Taxation, S Corporations, Corporate Tax, Tax Preparation, Financial Planning
Education
Bentley University 1985 — 1986
Master of Science, Taxation
Northeastern University 1981 — 1984
BSB, Accounting
DiCicco, Gulman & Company August 2000 - Present
Tofias PC December 1990 - August 2000
Coopers & Lybrand 1982 - 1989
Skills
Tax, Trusts, High Net Worth..., Income Tax, International Tax, Investments, Tax Research, Accounting, Financial Advisory, Financial Statements, Financial Planners, Auditing, Partnership Taxation, S Corporations, Corporate Tax, Tax Preparation, Financial Planning
Education
Bentley University 1985 — 1986
Master of Science, Taxation
Northeastern University 1981 — 1984
BSB, Accounting
Clayton Hines Clayton Hines's Tofias PC Experience 1997 - 2001
Job Accounting Manager at Greencore USA
Industry Accounting
Experience
Greencore USA June 2011 - Present
Clayton J Hines January 2009 - October 2011
Standex International 2004 - 2008
Ernst & Young 2003 - 2004
Nathan Wechsler & Company 2001 - 2003
Tofias PC 1997 - 2001
Skills
Internal Controls, Forecasting, Accounting, Auditing, Internal Audit, Financial Audits, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Revenue Recognition, Financial Analysis, Financial Accounting, Variance Analysis, GAAP, General Ledger, IFRS, External Audit, Accounting Research
Education
Suffolk University
BSBA, Accounting
Greencore USA June 2011 - Present
Clayton J Hines January 2009 - October 2011
Standex International 2004 - 2008
Ernst & Young 2003 - 2004
Nathan Wechsler & Company 2001 - 2003
Tofias PC 1997 - 2001
Skills
Internal Controls, Forecasting, Accounting, Auditing, Internal Audit, Financial Audits, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Revenue Recognition, Financial Analysis, Financial Accounting, Variance Analysis, GAAP, General Ledger, IFRS, External Audit, Accounting Research
Education
Suffolk University
BSBA, Accounting
Peter R. Lang, CPA's Tofias PC Experience August 2005 - August 2007
Job Certified Public Accountant
Industry Accounting
Experience
Peter R. Lang, CPA January 2012 - Present
The Tug McGraw Foundation January 2012 - September 2014
Bay State College September 2011 - September 2014
Newbury College September 2011 - December 2012
Ledoux, Petruska & Company August 2007 - June 2011
Tofias PC August 2005 - August 2007
Skills
Non-profits, Accounting, Tax, Income Tax, Excel, CPA, Tax Preparation, Microsoft Excel, Corporate Tax, Bookkeeping, Auditing, Strategic Financial..., Tax Returns, Financial Accounting, Financial Planners, Financial Statements, GAAP, Tax Accounting, Tax Research, Financial Reporting
Education
Eastern Nazarene College 2008 — 2010
Masters, Secondary Education, Business
Bentley University 2004 — 2005
MST, Taxation
Providence College 1998 — 2002
Bachelor, Accounting
Peter R. Lang, CPA January 2012 - Present
The Tug McGraw Foundation January 2012 - September 2014
Bay State College September 2011 - September 2014
Newbury College September 2011 - December 2012
Ledoux, Petruska & Company August 2007 - June 2011
Tofias PC August 2005 - August 2007
Skills
Non-profits, Accounting, Tax, Income Tax, Excel, CPA, Tax Preparation, Microsoft Excel, Corporate Tax, Bookkeeping, Auditing, Strategic Financial..., Tax Returns, Financial Accounting, Financial Planners, Financial Statements, GAAP, Tax Accounting, Tax Research, Financial Reporting
Education
Eastern Nazarene College 2008 — 2010
Masters, Secondary Education, Business
Bentley University 2004 — 2005
MST, Taxation
Providence College 1998 — 2002
Bachelor, Accounting
Paul Languirand Paul Languirand's Tofias PC Experience September 2004 - December 2008
Job Managing Director and Shareholder, respectively at CBIZ Tofias and Mayer Hoffman McCann PC
Industry Accounting
Experience
CBIZ Tofias and Mayer Hoffman McCann, Tofias New England Division January 2009 - Present
Tofias PC September 2004 - December 2008
Ernst & Young LLP 1990 - 2004
Skills
Strategic Planning, Accounting, Strategic Financial..., Financial Reporting, US GAAP, Financial Analysis, Auditing, GAAP, Income Tax, Management, CPA, Budgets, Corporate Tax, Tax, Tax Preparation, Internal Controls, Financial Accounting, SEC filings
Education
University of Massachusetts Dartmouth 1986 — 1990
BS, Accounting
CBIZ Tofias and Mayer Hoffman McCann, Tofias New England Division January 2009 - Present
Tofias PC September 2004 - December 2008
Ernst & Young LLP 1990 - 2004
Skills
Strategic Planning, Accounting, Strategic Financial..., Financial Reporting, US GAAP, Financial Analysis, Auditing, GAAP, Income Tax, Management, CPA, Budgets, Corporate Tax, Tax, Tax Preparation, Internal Controls, Financial Accounting, SEC filings
Education
University of Massachusetts Dartmouth 1986 — 1990
BS, Accounting
Laura Barooshian, CPA Laura Barooshian, CPA's Tofias PC Experience April 1993 - August 2000
Job Tax Partner at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company August 2000 - Present
BEPC 2001 - Present
Tofias PC April 1993 - August 2000
Skills
Tax, Investments, High Net Worth..., International Tax, Estate Planning, Partnership Taxation, Financial Planners, Income Tax, Accounting, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Tax Research, S Corporations, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2000 — 2003
Masters Degree, Taxation
Bentley University 1997 — 2000
Bachelors Degree, Accountancy
DiCicco, Gulman & Company August 2000 - Present
BEPC 2001 - Present
Tofias PC April 1993 - August 2000
Skills
Tax, Investments, High Net Worth..., International Tax, Estate Planning, Partnership Taxation, Financial Planners, Income Tax, Accounting, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Tax Research, S Corporations, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2000 — 2003
Masters Degree, Taxation
Bentley University 1997 — 2000
Bachelors Degree, Accountancy
Laura House's Tofias PC Experience October 2003 - June 2007
Job Tax Director at BlumShapiro
Industry Accounting
Experience
BlumShapiro July 2007 - Present
Tofias PC October 2003 - June 2007
Gumbiner Savett 2001 - 2003
PriceWaterhouseCoopers 1998 - 2000
Skills
CPA, Tax Accounting, Corporate Tax, Closely Held Business..., Income Tax, Tax Preparation, Accounting, ProSystem fx Tax
Education
Boston College - Carroll School of Management 1994 — 1998
B.S., Accounting/Marketing
BlumShapiro July 2007 - Present
Tofias PC October 2003 - June 2007
Gumbiner Savett 2001 - 2003
PriceWaterhouseCoopers 1998 - 2000
Skills
CPA, Tax Accounting, Corporate Tax, Closely Held Business..., Income Tax, Tax Preparation, Accounting, ProSystem fx Tax
Education
Boston College - Carroll School of Management 1994 — 1998
B.S., Accounting/Marketing
Charles Lippman, CPA Charles Lippman, CPA's Tofias PC Experience August 2004 - September 2005
Job Corporate Controller at Quadrant Software
Industry Accounting
Experience
Quadrant Software May 2012 - Present
CBIZ Tofias June 2006 - May 2012
Ernst & Young September 2005 - July 2006
Tofias PC August 2004 - September 2005
Wolf, Greenfield & Sacks, P.C. 2000 - 2003
Skills
Accounting, Management, Financial Reporting, Auditing, Financial Statements, GAAP, Financial Accounting, Human Resources, Financial Audits, Leadership, US GAAP, Forecasting, Internal Controls, Revenue Recognition, Budgets, CPA
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSA/MBA, Accounting and Business Administration
Northeastern University 2003 — 2004
MS/MBA, Accounting and Business
Syracuse University
Quadrant Software May 2012 - Present
CBIZ Tofias June 2006 - May 2012
Ernst & Young September 2005 - July 2006
Tofias PC August 2004 - September 2005
Wolf, Greenfield & Sacks, P.C. 2000 - 2003
Skills
Accounting, Management, Financial Reporting, Auditing, Financial Statements, GAAP, Financial Accounting, Human Resources, Financial Audits, Leadership, US GAAP, Forecasting, Internal Controls, Revenue Recognition, Budgets, CPA
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSA/MBA, Accounting and Business Administration
Northeastern University 2003 — 2004
MS/MBA, Accounting and Business
Syracuse University
Cheryl Burke Cheryl Burke's Tofias PC Experience September 1995 - April 2006
Job Partner & Chief Operating Officer at DiCicco Gulman & Company
Industry Accounting
Experience
DiCicco Gulman & Company May 2006 - Present
Junior Achievement of Northern New England 2012 - 2015
Greater Boston Chamber of Commerce 2012 - 2015
Tofias PC September 1995 - April 2006
The Clipper Group 1994 - 1996
Skills
Public Speaking, Technology, Strategic Planning, Business Analysis, Accounting, Financial Reporting, Leadership, Tax, Management, Process Efficiency, Professional Services, Team Building, Operations Management, Finance, Auditing, Financial Operations
Education
Suffolk University - Sawyer School of Management 1990 — 1991
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 1986 — 1990
Bachelor of Science (BS), Computer and Information Sciences and Support Services
DiCicco Gulman & Company May 2006 - Present
Junior Achievement of Northern New England 2012 - 2015
Greater Boston Chamber of Commerce 2012 - 2015
Tofias PC September 1995 - April 2006
The Clipper Group 1994 - 1996
Skills
Public Speaking, Technology, Strategic Planning, Business Analysis, Accounting, Financial Reporting, Leadership, Tax, Management, Process Efficiency, Professional Services, Team Building, Operations Management, Finance, Auditing, Financial Operations
Education
Suffolk University - Sawyer School of Management 1990 — 1991
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 1986 — 1990
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Alyson Erckert Pond, SPHR's Tofias PC Experience 2002 - 2005
Job Director, People Strategies
Industry Construction
Experience
Shawmut Design and Construction October 2014 - Present
Charles River Associates March 2012 - 2014
Charles River Associates March 2010 - March 2012
Charles River Associates November 2005 - April 2010
Tofias PC 2002 - 2005
Sapient Corporation 1998 - 2001
Skills
Organizational Design, Onboarding, Talent Management, Performance Management, Talent Acquisition, Employee Relations, Project Management, Strategic HR, Employee Engagement, HRIS, Human Resources, Compensation Structures, Retention Strategies
Education
State University of New York College at Cortland 1992 — 1996
Shawmut Design and Construction October 2014 - Present
Charles River Associates March 2012 - 2014
Charles River Associates March 2010 - March 2012
Charles River Associates November 2005 - April 2010
Tofias PC 2002 - 2005
Sapient Corporation 1998 - 2001
Skills
Organizational Design, Onboarding, Talent Management, Performance Management, Talent Acquisition, Employee Relations, Project Management, Strategic HR, Employee Engagement, HRIS, Human Resources, Compensation Structures, Retention Strategies
Education
State University of New York College at Cortland 1992 — 1996
Stephen Dix's Tofias PC Experience 1999 - 2002
Job Director Of Decision Support at Ingalls Memorial Hospital
Industry Hospital & Health Care
Experience
Ingalls Memorial Hospital June 2014 - Present
Boston University January 2010 - March 2011
HCA May 2007 - February 2009
Children's Hospital of Orange County January 2006 - October 2006
Kaiser Permanente December 2004 - March 2006
Caritas Christi SEMC 2003 - 2004
Tofias PC 1999 - 2002
Skills
Process Improvement, Healthcare Management, Leadership, Hospitals, Healthcare, Management, Analysis, Healthcare Information..., Healthcare Consulting
Education
Suffolk University 2002 — 2003
MBA, Business
Ingalls Memorial Hospital June 2014 - Present
Boston University January 2010 - March 2011
HCA May 2007 - February 2009
Children's Hospital of Orange County January 2006 - October 2006
Kaiser Permanente December 2004 - March 2006
Caritas Christi SEMC 2003 - 2004
Tofias PC 1999 - 2002
Skills
Process Improvement, Healthcare Management, Leadership, Hospitals, Healthcare, Management, Analysis, Healthcare Information..., Healthcare Consulting
Education
Suffolk University 2002 — 2003
MBA, Business
Brian Bittmann's Tofias PC Experience October 2001 - December 2002
Job Senior Manager at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche January 2003 - Present
Tofias PC October 2001 - December 2002
PricewaterhouseCoopers May 2000 - August 2001
State Street September 1999 - May 2000
Skills
Forensic Accounting, SEC filings, Internal Controls, CPA, Auditing, Accounting, Due Diligence, Financial Analysis, Sarbanes-Oxley, Litigation Support, Financial Reporting, US GAAP
Education
Boston College 1995 — 1999
BS, Accounting
Toms River High School East 1991 — 1995
Deloitte & Touche January 2003 - Present
Tofias PC October 2001 - December 2002
PricewaterhouseCoopers May 2000 - August 2001
State Street September 1999 - May 2000
Skills
Forensic Accounting, SEC filings, Internal Controls, CPA, Auditing, Accounting, Due Diligence, Financial Analysis, Sarbanes-Oxley, Litigation Support, Financial Reporting, US GAAP
Education
Boston College 1995 — 1999
BS, Accounting
Toms River High School East 1991 — 1995
John Rizzo's Tofias PC Experience 1988 - 1993
Job Owner, Costantino Richards Rizzo, LLP
Industry Accounting
Experience
Costantino Richards Rizzo, LLP July 2002 - Present
Boston Acoustics 2000 - 2002
Sterling Suffolk Racecourse, LLC 1995 - 2000
Auburn International 1993 - 1995
Tofias PC 1988 - 1993
Education
Suffolk University - Sawyer School of Management 1984 — 1988
Bachelor of Science, Accounting
Dom Savio
Costantino Richards Rizzo, LLP July 2002 - Present
Boston Acoustics 2000 - 2002
Sterling Suffolk Racecourse, LLC 1995 - 2000
Auburn International 1993 - 1995
Tofias PC 1988 - 1993
Education
Suffolk University - Sawyer School of Management 1984 — 1988
Bachelor of Science, Accounting
Dom Savio
Joyce Masse Troy, CPA MBA's Tofias PC Experience May 2005 - January 2009
Job Director at CBIZ Tofias Specializing in providing Accounting and Auditing Services for over 20 years
Industry Accounting
Experience
CBIZ Tofias and Mayer Hoffman McCann P.C. January 2009 - Present
Tofias, PC May 2005 - January 2009
American Biophysics October 2003 - May 2005
Skills
GAAP, Financial Reporting, CPA, Auditing, Income Tax, Tax, Accounting, Internal Controls, Corporate Tax, Finance, US GAAP, Revenue Recognition, Financial Accounting, Financial Statements
Education
Bryant University 1994 — 1996
MBA, Accounting
Bryant University 1989 — 1991
BS, Finance
CBIZ Tofias and Mayer Hoffman McCann P.C. January 2009 - Present
Tofias, PC May 2005 - January 2009
American Biophysics October 2003 - May 2005
Skills
GAAP, Financial Reporting, CPA, Auditing, Income Tax, Tax, Accounting, Internal Controls, Corporate Tax, Finance, US GAAP, Revenue Recognition, Financial Accounting, Financial Statements
Education
Bryant University 1994 — 1996
MBA, Accounting
Bryant University 1989 — 1991
BS, Finance
Tim Wondolowski's Tofias PC Experience March 2003 - October 2005
Job Senior Director at FTI Consulting
Industry Accounting
Experience
FTI Consulting October 2009 - Present
Huron Consulting Group October 2005 - November 2009
Tofias PC March 2003 - October 2005
O'Connor & Drew, P.C. September 1998 - March 2003
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
FTI Consulting October 2009 - Present
Huron Consulting Group October 2005 - November 2009
Tofias PC March 2003 - October 2005
O'Connor & Drew, P.C. September 1998 - March 2003
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Brendan Miller, CPA's Tofias PC Experience October 2003 - November 2006
Job Senior Manager, Accounting at Akamai Technologies
Industry Accounting
Experience
Akamai Technologies May 2014 - Present
Progress Software May 2011 - Present
Progress Software Corporation November 2006 - May 2011
Tofias PC October 2003 - November 2006
Skills
Revenue Recognition, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, General Ledger, Forecasting, Auditing, US GAAP
Education
Suffolk University - Sawyer School of Management 2004 — 2010
Master of Business Administration (MBA)
Merrimack College 1998 — 2003
BS - Management, Concentrations in Accounting and Finance
Central Catholic High School
Akamai Technologies May 2014 - Present
Progress Software May 2011 - Present
Progress Software Corporation November 2006 - May 2011
Tofias PC October 2003 - November 2006
Skills
Revenue Recognition, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, General Ledger, Forecasting, Auditing, US GAAP
Education
Suffolk University - Sawyer School of Management 2004 — 2010
Master of Business Administration (MBA)
Merrimack College 1998 — 2003
BS - Management, Concentrations in Accounting and Finance
Central Catholic High School
John Magilligan's Tofias PC Experience 1999 - 2003
Job Visiting Instructor, Accounting and Finance at Framingham State College
Industry Financial Services
Experience
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Framingham State University 2006 - Present
John F. Magilligan, Sr., CPA 2003 - Present
UMass Boston 2004 - 2005
Northeastern University 1997 - 2005
Tofias PC 1999 - 2003
KPMG Peat Marwick 1993 - 1999
IDS Financial Services 1991 - 1993
Depot Distributors of New England, Inc. 1982 - 1991
Marshalls, Inc. 1979 - 1982
Education
Bentley University
M.S., Taxation
Boston College
A.B., Economics
Northeastern University
M.S., Accounting
Jennifer Khoury's Tofias PC Experience 2005 - 2008
Job Applications Analyst at Raffa, PC
Industry Information Technology and Services
Experience
Raffa, PC March 2008 - Present
Tofias PC 2005 - 2008
Education
Bentley University 2001 — 2007
Raffa, PC March 2008 - Present
Tofias PC 2005 - 2008
Education
Bentley University 2001 — 2007
Christa Santella, QKA's Tofias PC Experience 2003 - 2006
Job
Industry Financial Services
Experience
Platinum Pension Group, LLC November 2006 - Present
Tofias PC 2003 - 2006
The Pension Service, Inc. 2000 - 2003
Skills
401k, Retirement, Profit Sharing, Microsoft Office, Accounting, Project Management, Financial Reporting, Financial Analysis, Auditing, Tax, Financial Services, Customer Service, Financial Statements, Investments, Account Reconciliation, Valuation, Finance, Tax Preparation
Education
Bentley University 1995 — 1999
BS
Platinum Pension Group, LLC November 2006 - Present
Tofias PC 2003 - 2006
The Pension Service, Inc. 2000 - 2003
Skills
401k, Retirement, Profit Sharing, Microsoft Office, Accounting, Project Management, Financial Reporting, Financial Analysis, Auditing, Tax, Financial Services, Customer Service, Financial Statements, Investments, Account Reconciliation, Valuation, Finance, Tax Preparation
Education
Bentley University 1995 — 1999
BS
Brenda Sieben's Tofias PC Experience 2000 - 2000
Job Retirement Plan Services Professional
Industry Outsourcing/Offshoring
Experience
Chesapeake Benefit Partners February 2015 - Present
Mercer June 2002 - March 2013
Putnam Investments 1999 - 2005
State Street Research 2000 - 2002
Tofias PC 2000 - 2000
Sheldon Ganz 1991 - 1991
Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing
Education
Stonehill College 1994 — 1997
Mt. Ida College 1989 — 1991
AAS, Paralegal Studies
Chesapeake Benefit Partners February 2015 - Present
Mercer June 2002 - March 2013
Putnam Investments 1999 - 2005
State Street Research 2000 - 2002
Tofias PC 2000 - 2000
Sheldon Ganz 1991 - 1991
Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing
Education
Stonehill College 1994 — 1997
Mt. Ida College 1989 — 1991
AAS, Paralegal Studies
Gloria Reddivari's Tofias PC Experience January 1998 - August 1998
Job Senior Account Manager at Summit Financial Corporation
Industry Financial Services
Experience
Summit Financial Corporation December 2005 - Present
Sentinel Benefits September 1998 - June 2003
Tofias PC January 1998 - August 1998
Griffin Pension Services January 1992 - December 1997
Skills
401k, Retirement Planning, Excel, Pensions, Employee Benefits, ERISA, Mutual Funds, Insurance, Investments, Asset Management, Retirement, Defined Benefit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2001
MBA, Taxation also Pension Certificate
Salem State University 1987 — 1991
BS, Marketing
American University of Rome 1990 — 1990
International Business
Summit Financial Corporation December 2005 - Present
Sentinel Benefits September 1998 - June 2003
Tofias PC January 1998 - August 1998
Griffin Pension Services January 1992 - December 1997
Skills
401k, Retirement Planning, Excel, Pensions, Employee Benefits, ERISA, Mutual Funds, Insurance, Investments, Asset Management, Retirement, Defined Benefit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2001
MBA, Taxation also Pension Certificate
Salem State University 1987 — 1991
BS, Marketing
American University of Rome 1990 — 1990
International Business
Brian Siet's Tofias PC Experience September 1998 - May 2005
Job Senior Manager, Strategic Relationships
Industry Computer Software
Experience
Wolters Kluwer January 2015 - Present
Wolters Kluwer February 2009 - December 2014
Wolters Kluwer March 2006 - February 2009
Wolters Kluwer May 2005 - March 2006
Tofias PC September 1998 - May 2005
Skills
Accounting, Sales Process, SaaS, Financial Reporting, Lead Generation, Sales Management, Professional Services, Salesforce.com, B2B, Tax, Solution Selling, Account Management, Competitive Intelligence, Leadership, Business Intelligence, Performance Management, Strategic Planning, Business Development, Mentoring, Management, Sales Presentations, Forecasting, Enterprise Software, CRM, Selling, Cold Calling, Sales Operations, New Business Development, Strategic Partnerships, Competitive Analysis, Direct Sales, Product Management, Cloud Computing, Sales, Consulting, Entrepreneurship, Start-ups, Strategy, Product Marketing, Cross-functional Team..., Customer Retention, Team Leadership, Business Analysis, P&L Management, Business Strategy, Management Consulting, Process Improvement, Channel Partners, Software Industry, Analytics
Education
Northeastern University 1993 — 1998
Bachelor of Science (BS), Accounting
Marlboro High School 1989 — 1993
Wolters Kluwer January 2015 - Present
Wolters Kluwer February 2009 - December 2014
Wolters Kluwer March 2006 - February 2009
Wolters Kluwer May 2005 - March 2006
Tofias PC September 1998 - May 2005
Skills
Accounting, Sales Process, SaaS, Financial Reporting, Lead Generation, Sales Management, Professional Services, Salesforce.com, B2B, Tax, Solution Selling, Account Management, Competitive Intelligence, Leadership, Business Intelligence, Performance Management, Strategic Planning, Business Development, Mentoring, Management, Sales Presentations, Forecasting, Enterprise Software, CRM, Selling, Cold Calling, Sales Operations, New Business Development, Strategic Partnerships, Competitive Analysis, Direct Sales, Product Management, Cloud Computing, Sales, Consulting, Entrepreneurship, Start-ups, Strategy, Product Marketing, Cross-functional Team..., Customer Retention, Team Leadership, Business Analysis, P&L Management, Business Strategy, Management Consulting, Process Improvement, Channel Partners, Software Industry, Analytics
Education
Northeastern University 1993 — 1998
Bachelor of Science (BS), Accounting
Marlboro High School 1989 — 1993
Frank Tietje's Tofias PC Experience January 1999 - October 2002
Job Senior Account Manager at Summit Financial Corporation
Industry Investment Management
Experience
Summit Financial Corporation January 2003 - Present
Next Step 2005 - 2014
Next Step 2005 - 2014
Tofias PC January 1999 - October 2002
Green & Seifter, CPAs August 1992 - December 1998
Skills
Retirement, Investments, 401k, Leadership, New Business Development, Portfolio Management, Mutual Funds, Asset Management, Pensions, Management Consulting, Insurance, Series 63, Retirement Planning, Series 7
Education
Hamilton College 1976 — 1980
Hamilton College 1976 — 1980
BS, Math and Economics
Portsmouth Abbey School 1973 — 1976
Falmouth MA
Summit Financial Corporation January 2003 - Present
Next Step 2005 - 2014
Next Step 2005 - 2014
Tofias PC January 1999 - October 2002
Green & Seifter, CPAs August 1992 - December 1998
Skills
Retirement, Investments, 401k, Leadership, New Business Development, Portfolio Management, Mutual Funds, Asset Management, Pensions, Management Consulting, Insurance, Series 63, Retirement Planning, Series 7
Education
Hamilton College 1976 — 1980
Hamilton College 1976 — 1980
BS, Math and Economics
Portsmouth Abbey School 1973 — 1976
Falmouth MA
Steve Jenney's Tofias PC Experience January 1991 - September 1991
Job Chief Financial Officer at Brigham and Women's Physicians Organization
Industry Hospital & Health Care
Experience
Brigham and Women's Physicians Organization August 2015 - Present
Brigham and Women's Hospital June 2002 - July 2015
Ixpanse February 2001 - March 2002
Digital Broadband Communications October 1999 - February 2001
Alliance Imaging January 1997 - September 1999
Medical Diagnostics, Inc October 1991 - December 1997
Tofias PC January 1991 - September 1991
Laventhol & Horwath August 1987 - November 1990
Skills
Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MSF, Finance
Berklee College of Music
BM, Music
Salem State University
BS, Accounting
Brigham and Women's Physicians Organization August 2015 - Present
Brigham and Women's Hospital June 2002 - July 2015
Ixpanse February 2001 - March 2002
Digital Broadband Communications October 1999 - February 2001
Alliance Imaging January 1997 - September 1999
Medical Diagnostics, Inc October 1991 - December 1997
Tofias PC January 1991 - September 1991
Laventhol & Horwath August 1987 - November 1990
Skills
Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MSF, Finance
Berklee College of Music
BM, Music
Salem State University
BS, Accounting
Leanne Hawkins's Tofias PC Experience January 1994 - October 1998
Job DEPENDABLE, PRODUCTIVE AND POSITIVE
Industry Design
Experience
Seeking position in fast-paced, progressive business environment March 2014 - Present
Wachusett Brewing Company April 2011 - March 2014
Alden Research Laboratory, Inc. November 2008 - February 2011
Carlin Charron & Rosen, LLP February 2003 - February 2008
Groundwater & Environmental Services, Inc. September 2001 - July 2002
Weston & Sampson Engineers October 1998 - September 2001
Tofias PC January 1994 - October 1998
TOMMY-Custom Floral Design, Inc. September 1985 - January 1994
Skills
Project Accounting, Contract Billing..., Project Management..., Project Cost Analysis, Accounting, Financial Reporting, Analysis, Financial Analysis
Education
North Shore Community College 1979 — 1982
AS
Seeking position in fast-paced, progressive business environment March 2014 - Present
Wachusett Brewing Company April 2011 - March 2014
Alden Research Laboratory, Inc. November 2008 - February 2011
Carlin Charron & Rosen, LLP February 2003 - February 2008
Groundwater & Environmental Services, Inc. September 2001 - July 2002
Weston & Sampson Engineers October 1998 - September 2001
Tofias PC January 1994 - October 1998
TOMMY-Custom Floral Design, Inc. September 1985 - January 1994
Skills
Project Accounting, Contract Billing..., Project Management..., Project Cost Analysis, Accounting, Financial Reporting, Analysis, Financial Analysis
Education
North Shore Community College 1979 — 1982
AS
Frank Seymour, CPA's Tofias PC Experience January 1997 - December 2008
Job Assurance Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann, P.C. - Tofias New England Division 2009 - December 2014
CBIZ Tofias/MHM LLC January 1997 - December 2014
Tofias PC January 1997 - December 2008
Skills
Financial Reporting, GAAP, Accounting, Tax, Auditing, Corporate Tax, Income Tax, Internal Controls, US GAAP, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1983 — 1991
Bachelor of Science and MBA
Marcum LLP January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann, P.C. - Tofias New England Division 2009 - December 2014
CBIZ Tofias/MHM LLC January 1997 - December 2014
Tofias PC January 1997 - December 2008
Skills
Financial Reporting, GAAP, Accounting, Tax, Auditing, Corporate Tax, Income Tax, Internal Controls, US GAAP, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1983 — 1991
Bachelor of Science and MBA
Beth S. Milkovits, CFP®'s Tofias PC Experience August 1999 - 2008
Job Chief Wealth Strategist at Atwater Wealth Management
Industry Investment Management
Experience
Atwater Wealth Management January 2015 - Present
Eaton Vance Investment Counsel 2012 - 2014
The Boston Foundation 2008 - 2012
Tofias PC August 1999 - 2008
Skills
Estate Planning, Philanthropy, Strategic Financial..., High Net Worth..., Investments
Education
Boston University 2002 — 2005
CFP Certificate, Financial Planning
Colby College 1995 — 1999
BA, Psychology
Atwater Wealth Management January 2015 - Present
Eaton Vance Investment Counsel 2012 - 2014
The Boston Foundation 2008 - 2012
Tofias PC August 1999 - 2008
Skills
Estate Planning, Philanthropy, Strategic Financial..., High Net Worth..., Investments
Education
Boston University 2002 — 2005
CFP Certificate, Financial Planning
Colby College 1995 — 1999
BA, Psychology
Robin Solod's Tofias PC Experience January 1996 - January 2003
Job
Industry Accounting
Experience
Tofias PC January 1996 - January 2003
Education
University of Massachusetts, Amherst 1983 — 1987
Tofias PC January 1996 - January 2003
Education
University of Massachusetts, Amherst 1983 — 1987
Kasia (Rak) Pozo's Tofias PC Experience February 2008 - December 2008
Job Partner Account Manager at CIDC
Industry Marketing and Advertising
Experience
CIDC January 2009 - June 2013
Cymfony November 2009 - 2010
Tofias PC February 2008 - December 2008
Google 2007 - 2008
American Academy of English 2003 - 2004
Skills
Affiliate Marketing, Online Advertising, Online Marketing, Email Marketing
Education
Jagiellonian University 1998 — 2004
CIDC January 2009 - June 2013
Cymfony November 2009 - 2010
Tofias PC February 2008 - December 2008
Google 2007 - 2008
American Academy of English 2003 - 2004
Skills
Affiliate Marketing, Online Advertising, Online Marketing, Email Marketing
Education
Jagiellonian University 1998 — 2004
Lena Raposo's Tofias PC Experience 2004 - 2004
Job QuickBooks Consultant & Trainer
Industry Accounting
Experience
Self-employed QuickBooks Consultant May 2015 - Present
CliftonLarsonAllen October 2009 - 2015
Association of Accounting Administrators 1988 - 2015
Rosenfield Raymon Pielech PC February 2006 - October 2009
Tofias PC 2004 - 2004
Rooney Plotkin & Willey 1986 - 2003
Skills
QuickBooks, Bookkeeping, Small Business, General Ledger, Accounting...
Education
Bridgewater State University 1968 — 1972
BS, Elementary Education
Mount St. Mary Academy 1964 — 1968
Self-employed QuickBooks Consultant May 2015 - Present
CliftonLarsonAllen October 2009 - 2015
Association of Accounting Administrators 1988 - 2015
Rosenfield Raymon Pielech PC February 2006 - October 2009
Tofias PC 2004 - 2004
Rooney Plotkin & Willey 1986 - 2003
Skills
QuickBooks, Bookkeeping, Small Business, General Ledger, Accounting...
Education
Bridgewater State University 1968 — 1972
BS, Elementary Education
Mount St. Mary Academy 1964 — 1968
Alex Khoury's Tofias PC Experience September 2000 - September 2005
Job Tax Senior Manager at Deloitte Tax, llp
Industry Accounting
Experience
Deloitte Tax, llp August 2005 - Present
Deloitte Tax, llp March 2008 - June 2010
Tofias PC September 2000 - September 2005
Gately and Associates P.C September 1999 - September 2000
Skills
International Tax, Corporate Tax, Tax, Tax Accounting, Tax Research, Income Tax, US GAAP, SEC filings, CPA, Accounting, Financial Reporting, Sarbanes-Oxley Act, Transfer Pricing, Big 4
Education
Bentley University 2002 — 2005
MST, Taxation
Bentley University 1996 — 1998
BS, Accounting
Deloitte Tax, llp August 2005 - Present
Deloitte Tax, llp March 2008 - June 2010
Tofias PC September 2000 - September 2005
Gately and Associates P.C September 1999 - September 2000
Skills
International Tax, Corporate Tax, Tax, Tax Accounting, Tax Research, Income Tax, US GAAP, SEC filings, CPA, Accounting, Financial Reporting, Sarbanes-Oxley Act, Transfer Pricing, Big 4
Education
Bentley University 2002 — 2005
MST, Taxation
Bentley University 1996 — 1998
BS, Accounting
Julie Genna's Tofias PC Experience October 2002 - June 2003
Job Revenue Analyst at Teradyne
Industry Accounting
Experience
Teradyne May 2011 - Present
Raytheon IDS July 2010 - November 2010
Raytheon IDS January 2009 - July 2010
ArcSource January 2006 - September 2008
Jeff Kirpas & Co PC November 2003 - June 2005
Tofias PC October 2002 - June 2003
Skills
Account Reconciliation, Accounting, Financial Reporting, Analysis, General Ledger, Management, Process Improvement, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, Financial Analysis, Payroll
Education
Merrimack College 1999 — 2002
Bachelors, Accounting
Teradyne May 2011 - Present
Raytheon IDS July 2010 - November 2010
Raytheon IDS January 2009 - July 2010
ArcSource January 2006 - September 2008
Jeff Kirpas & Co PC November 2003 - June 2005
Tofias PC October 2002 - June 2003
Skills
Account Reconciliation, Accounting, Financial Reporting, Analysis, General Ledger, Management, Process Improvement, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, Financial Analysis, Payroll
Education
Merrimack College 1999 — 2002
Bachelors, Accounting
Lorelle Parker Yee's Tofias PC Experience August 1990 - January 1994
Job at The Women's Alternative Investment Summit
Industry Marketing and Advertising
Experience
Falk Marques Group January 2009 - Present
The Women's Private Equity Summit January 2009 - Present
The Women's Alternative Investment Summit January 2009 - Present
Hill and Barlow January 1994 - November 1998
Tofias PC August 1990 - January 1994
Yankee Holidays 1986 - 1990
Skills
Marketing, Management, Marketing Strategy, Marketing Communications, Strategic Planning, Project Management, Public Relations, Fundraising, Public Speaking, Strategy
Education
Syracuse University 1981 — 1985
B.S., Marketing Management
Falk Marques Group January 2009 - Present
The Women's Private Equity Summit January 2009 - Present
The Women's Alternative Investment Summit January 2009 - Present
Hill and Barlow January 1994 - November 1998
Tofias PC August 1990 - January 1994
Yankee Holidays 1986 - 1990
Skills
Marketing, Management, Marketing Strategy, Marketing Communications, Strategic Planning, Project Management, Public Relations, Fundraising, Public Speaking, Strategy
Education
Syracuse University 1981 — 1985
B.S., Marketing Management
James Philbin's Tofias PC Experience 1987 - 1990
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Braver PC January 1990 - 2014
Braver Wealth Management LLC January 2002 - November 2012
Tofias PC 1987 - 1990
Skills
Finance, Auditing, Management Consulting, Tax, Investments, SEC filings, Strategic Planning, Tax Preparation, Financial Reporting, Start-ups, Strategic Financial..., Income Tax, Management, Accounting, Estate Planning, CPA, Corporate Finance, New Business Development, High Net Worth..., QuickBooks, Financial Analysis, Mergers & Acquisitions, Small Business
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation and Financial Planning
Boston College 1980 — 1984
BS, Accounting and Economics
Boston Latin School 1973 — 1980
Diploma, College Prep
Marcum LLP January 2014 - Present
Braver PC January 1990 - 2014
Braver Wealth Management LLC January 2002 - November 2012
Tofias PC 1987 - 1990
Skills
Finance, Auditing, Management Consulting, Tax, Investments, SEC filings, Strategic Planning, Tax Preparation, Financial Reporting, Start-ups, Strategic Financial..., Income Tax, Management, Accounting, Estate Planning, CPA, Corporate Finance, New Business Development, High Net Worth..., QuickBooks, Financial Analysis, Mergers & Acquisitions, Small Business
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation and Financial Planning
Boston College 1980 — 1984
BS, Accounting and Economics
Boston Latin School 1973 — 1980
Diploma, College Prep
Paul Kerry's Tofias PC Experience 2003 - 2003
Job Senior Consultant, NEPC, LLC
Industry Financial Services
Experience
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
Debora A. Malouf, CFE's Tofias PC Experience October 2005 - October 2007
Job Tax Staff at Kirkland Albrecht & Frederickson, P.C.
Industry Accounting
Experience
Kirkland Albrecht & Frederickson, P.C. October 2007 - Present
Tofias PC October 2005 - October 2007
Education
Association of Certified Fraud Examiners 2005 — 2006
CFE Certification, Fraud
Bentley University 1995 — 2005
Bachelor in Science, Accountancy
D'Amore-McKim School of Business at Northeastern University
Masters, Taxation
Kirkland Albrecht & Frederickson, P.C. October 2007 - Present
Tofias PC October 2005 - October 2007
Education
Association of Certified Fraud Examiners 2005 — 2006
CFE Certification, Fraud
Bentley University 1995 — 2005
Bachelor in Science, Accountancy
D'Amore-McKim School of Business at Northeastern University
Masters, Taxation
Tom Bellomo's Tofias PC Experience September 1985 - July 1992
Job Controller at Power Washer Sales, LLC
Industry Business Supplies and Equipment
Experience
Power Washer Sales LLC February 2010 - Present
Acme Waste Systems, Inc 2009 - Present
Carbonneau Insulation LLC 2009 - Present
NEOPRINT, INC August 1992 - May 2009
Tofias PC September 1985 - July 1992
Skills
Accounting, Forecasting
Education
Suffolk University 1981 — 1985
BSBA, ACCOUNTING
Power Washer Sales LLC February 2010 - Present
Acme Waste Systems, Inc 2009 - Present
Carbonneau Insulation LLC 2009 - Present
NEOPRINT, INC August 1992 - May 2009
Tofias PC September 1985 - July 1992
Skills
Accounting, Forecasting
Education
Suffolk University 1981 — 1985
BSBA, ACCOUNTING
Charles H Saunders Jr's Tofias PC Experience November 1994 - November 2004
Job Senior Accountant
Industry Accounting
Experience
Matheys Lane Capital Management April 2011 - Present
Andsager, Bartlett & Pieroni, LLP December 2004 - April 2011
Tofias PC November 1994 - November 2004
Skills
Auditing, Accounting, Internal Controls
Education
Bryant University 1976 — 1979
MBA, Accounting
Bryant University 1971 — 1975
BSBA, Accounting
Matheys Lane Capital Management April 2011 - Present
Andsager, Bartlett & Pieroni, LLP December 2004 - April 2011
Tofias PC November 1994 - November 2004
Skills
Auditing, Accounting, Internal Controls
Education
Bryant University 1976 — 1979
MBA, Accounting
Bryant University 1971 — 1975
BSBA, Accounting
Carolann Connolly's Tofias PC Experience May 1994 - March 1996
Job Business Analyst at Sentinel Benefits & Financial Group
Industry Investment Management
Experience
Sentinel Benefits & Financial Group January 2015 - Present
Sentinel Benefits & Financial Group August 2012 - December 2014
Sentinel Benefits & Financial Group January 2004 - July 2012
Sentinel Benefits & Financial Group April 1999 - December 2003
Sentinel Benefits & Financial Group March 1996 - April 1999
Tofias PC May 1994 - March 1996
State Street Bank January 1993 - May 1994
State Street Bank June 1991 - January 1993
Skills
Pensions, Mutual Funds, Retirement Planning, Portfolio Management
Education
Stonehill College 1987 — 1991
BS, Business Administration
Sentinel Benefits & Financial Group January 2015 - Present
Sentinel Benefits & Financial Group August 2012 - December 2014
Sentinel Benefits & Financial Group January 2004 - July 2012
Sentinel Benefits & Financial Group April 1999 - December 2003
Sentinel Benefits & Financial Group March 1996 - April 1999
Tofias PC May 1994 - March 1996
State Street Bank January 1993 - May 1994
State Street Bank June 1991 - January 1993
Skills
Pensions, Mutual Funds, Retirement Planning, Portfolio Management
Education
Stonehill College 1987 — 1991
BS, Business Administration
Jennifer Beaupre Nichols's Tofias PC Experience September 2006 - December 2008
Job Senior Tax Accountant at Smith & Wesson
Industry Accounting
Experience
Smith & Wesson June 2013 - Present
Bruker Corporation August 2010 - June 2013
CBIZ September 2006 - August 2010
Tofias PC September 2006 - December 2008
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, SEC filings, US GAAP, Tax Preparation
Education
Northeastern University 2005 — 2006
MSA/MBA, Accounting
University of Massachusetts, Amherst 2000 — 2004
B.A., Economics
Smith & Wesson June 2013 - Present
Bruker Corporation August 2010 - June 2013
CBIZ September 2006 - August 2010
Tofias PC September 2006 - December 2008
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, SEC filings, US GAAP, Tax Preparation
Education
Northeastern University 2005 — 2006
MSA/MBA, Accounting
University of Massachusetts, Amherst 2000 — 2004
B.A., Economics
Nancy DeLisle's Tofias PC Experience November 2007 - January 2009
Job Human Resources Coordinator
Industry Accounting
Experience
CBIZ Tofias - Mayer Hoffman McCann P.C., Tofias New England Division January 2009 - Present
Tofias PC November 2007 - January 2009
Boston Advisors November 2004 - April 2007
Grassroots Campaigns August 2004 - November 2004
Democratic National Convention, Boston, MA June 2004 - August 2004
Education
Bridgewater State University 2001 — 2004
BA, Communication Studies
Westfield State University 1999 — 2001
Communications
CBIZ Tofias - Mayer Hoffman McCann P.C., Tofias New England Division January 2009 - Present
Tofias PC November 2007 - January 2009
Boston Advisors November 2004 - April 2007
Grassroots Campaigns August 2004 - November 2004
Democratic National Convention, Boston, MA June 2004 - August 2004
Education
Bridgewater State University 2001 — 2004
BA, Communication Studies
Westfield State University 1999 — 2001
Communications
Claudio Fedele's Tofias PC Experience April 1991 - September 1998
Job System Administrator at The Debt Exchange
Industry Information Technology and Services
Experience
The Debt Exchange July 2010 - Present
Firestone Financial Corp. September 1998 - February 2010
Tofias PC April 1991 - September 1998
Skills
Vendor Relationships, Teamwork, Windows Server, System Administration, Disaster Recovery, Microsoft Exchange, Active Directory, Networking, Security, Routers, VMware, Backup Exec, VoIP, Windows, Help Desk Support, Storage, Software Installation, Symantec Endpoint...
Education
Suffolk University 1980 — 1985
BSBA, Business Management, Computer Sciences
The Debt Exchange July 2010 - Present
Firestone Financial Corp. September 1998 - February 2010
Tofias PC April 1991 - September 1998
Skills
Vendor Relationships, Teamwork, Windows Server, System Administration, Disaster Recovery, Microsoft Exchange, Active Directory, Networking, Security, Routers, VMware, Backup Exec, VoIP, Windows, Help Desk Support, Storage, Software Installation, Symantec Endpoint...
Education
Suffolk University 1980 — 1985
BSBA, Business Management, Computer Sciences
Richard Taylor, CPA's Tofias PC Experience June 2004 - June 2005
Job Manager at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group July 2008 - Present
Deloitte July 2005 - June 2008
Tofias PC June 2004 - June 2005
BDO Siedman 2004 - 2004
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing
Education
Suffolk University - Sawyer Business School 2004 — 2005
MS, Accounting
Florida International University - College of Business 1998 — 2003
BS, Accounting
The Siegfried Group July 2008 - Present
Deloitte July 2005 - June 2008
Tofias PC June 2004 - June 2005
BDO Siedman 2004 - 2004
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing
Education
Suffolk University - Sawyer Business School 2004 — 2005
MS, Accounting
Florida International University - College of Business 1998 — 2003
BS, Accounting
Andrew Cichon's Tofias PC Experience 2006 - 2008
Job Global Tax Manager at GE Energy
Industry Financial Services
Experience
GE Energy March 2012 - Present
Altra Industrial Motion May 2009 - March 2012
General Electric 2008 - 2009
Tofias PC 2006 - 2008
CCR LLP 2003 - 2006
Arthur Andersen 2000 - 2002
Skills
Tax Accounting, Corporate Tax, International Tax, Finance, Restructuring, Tax Returns, FIN 48, Auditing
Education
Bentley University 2002 — 2004
Masters, Taxation
Bryant University 1995 — 1999
Bachelors, Accounting
GE Energy March 2012 - Present
Altra Industrial Motion May 2009 - March 2012
General Electric 2008 - 2009
Tofias PC 2006 - 2008
CCR LLP 2003 - 2006
Arthur Andersen 2000 - 2002
Skills
Tax Accounting, Corporate Tax, International Tax, Finance, Restructuring, Tax Returns, FIN 48, Auditing
Education
Bentley University 2002 — 2004
Masters, Taxation
Bryant University 1995 — 1999
Bachelors, Accounting
Jonathan Dorant's Tofias PC Experience June 2008 - August 2008
Job CPA, Senior Accountant at Altiostar Networks
Industry Computer Networking
Experience
Altiostar Networks December 2013 - Present
CBIZ Tofias / Mayer Hoffman McCann PC January 2010 - December 2013
Godino and Co., Inc. 2009 - 2009
Tofias PC June 2008 - August 2008
Harvard University June 2006 - August 2007
Skills
QuickBooks, Accounting, Financial Reporting, Access, GAAP, US GAAP
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Master of Business Administration (MBA)
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Altiostar Networks December 2013 - Present
CBIZ Tofias / Mayer Hoffman McCann PC January 2010 - December 2013
Godino and Co., Inc. 2009 - 2009
Tofias PC June 2008 - August 2008
Harvard University June 2006 - August 2007
Skills
QuickBooks, Accounting, Financial Reporting, Access, GAAP, US GAAP
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Master of Business Administration (MBA)
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Claire Andrew's Tofias PC Experience September 2000 - December 2002
Job Consultant at Harvard University
Industry Construction
Experience
Harvard University February 2014 - Present
Suffolk Construction 2013 - January 2014
Harvard Law School May 2010 - August 2012
Gilbane Building Company December 2005 - November 2009
Rubino & McGeehin January 2003 - December 2005
Tofias PC September 2000 - December 2002
Skills
Budgets, Construction, Forecasting, Financial Modeling, Financial Analysis, Analysis, Negotiation, Cost Reduction Analysis, Accounting, Complex Financial..., Project Management, Management, Problem Solving, Construction Cost Audits, Report Preparation and..., Microsoft Excel, Cost Reduction..., Auditing, Microsoft Word, Strategic Planning, Project Planning, Managerial Finance, Supervisory Skills, Construction Management, Microsoft Office, Financial Reporting, Process Scheduler, Procurement, Process Improvement, Cash Flow, Budget..., Presentations, Internal Controls, Financial Accounting, Accounts Receivable, Training, Risk Management, Contract Management, MS Project, Cost Reduction..., Accounts Payable, Preparation, Complexity Reduction, Executive Management, Contract Negotiation, Project Controls, Microsoft Project
Education
Simmons College - Simmons School of Management 1995 — 1997
MBA, Business Administrations
Roger Williams University 1989 — 1992
BA, Accounting and Business Administrations
Milfield 1980 — 1989
A'Levels, Accounting
Harvard University February 2014 - Present
Suffolk Construction 2013 - January 2014
Harvard Law School May 2010 - August 2012
Gilbane Building Company December 2005 - November 2009
Rubino & McGeehin January 2003 - December 2005
Tofias PC September 2000 - December 2002
Skills
Budgets, Construction, Forecasting, Financial Modeling, Financial Analysis, Analysis, Negotiation, Cost Reduction Analysis, Accounting, Complex Financial..., Project Management, Management, Problem Solving, Construction Cost Audits, Report Preparation and..., Microsoft Excel, Cost Reduction..., Auditing, Microsoft Word, Strategic Planning, Project Planning, Managerial Finance, Supervisory Skills, Construction Management, Microsoft Office, Financial Reporting, Process Scheduler, Procurement, Process Improvement, Cash Flow, Budget..., Presentations, Internal Controls, Financial Accounting, Accounts Receivable, Training, Risk Management, Contract Management, MS Project, Cost Reduction..., Accounts Payable, Preparation, Complexity Reduction, Executive Management, Contract Negotiation, Project Controls, Microsoft Project
Education
Simmons College - Simmons School of Management 1995 — 1997
MBA, Business Administrations
Roger Williams University 1989 — 1992
BA, Accounting and Business Administrations
Milfield 1980 — 1989
A'Levels, Accounting
Anli Serfontein, CPA's Tofias PC Experience May 2008 - December 2008
Job Senior Manager at The Siegfried Group, LLP
Industry Accounting
Experience
The Siegfried Group January 2015 - Present
CBIZ Tofias / Mayer Hoffman McCann P.C January 2009 - December 2014
Tofias PC May 2008 - December 2008
BKR Logista November 2005 - April 2008
IAPA Johannesburg February 2004 - September 2006
Skills
GAAP, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, General Ledger, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Valuation, IFRS, External Audit, Financial Analysis, Financial Audits
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2011
Honors B Com, Accounting
University of Johannesburg 2001 — 2003
B.Com, Accounting
The Siegfried Group January 2015 - Present
CBIZ Tofias / Mayer Hoffman McCann P.C January 2009 - December 2014
Tofias PC May 2008 - December 2008
BKR Logista November 2005 - April 2008
IAPA Johannesburg February 2004 - September 2006
Skills
GAAP, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, General Ledger, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Valuation, IFRS, External Audit, Financial Analysis, Financial Audits
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2011
Honors B Com, Accounting
University of Johannesburg 2001 — 2003
B.Com, Accounting
James Robison, CPA CGMA's Tofias PC Experience 2005 - 2007
Job Senior Manager
Industry Accounting
Experience
CVS Caremark Corporation August 2013 - Present
CVS Caremark Corporation 2010 - Present
Restivo Monacelli LLP 2007 - 2009
Tofias PC 2005 - 2007
Education
University of Rhode Island
Bachelor's Degree, Accountant
CVS Caremark Corporation August 2013 - Present
CVS Caremark Corporation 2010 - Present
Restivo Monacelli LLP 2007 - 2009
Tofias PC 2005 - 2007
Education
University of Rhode Island
Bachelor's Degree, Accountant
Patricia Conn's Tofias PC Experience November 2007 - January 2010
Job Assistant Professor at Johnson & Wales University
Industry Accounting
Experience
Johnson & Wales University September 2014 - Present
State of Rhode Island January 2010 - August 2014
Tofias PC November 2007 - January 2010
Education
Northeastern University
MBA/MSA
University of Rhode Island
Bachelor’s Degree, International Business and Finance
Johnson & Wales University September 2014 - Present
State of Rhode Island January 2010 - August 2014
Tofias PC November 2007 - January 2010
Education
Northeastern University
MBA/MSA
University of Rhode Island
Bachelor’s Degree, International Business and Finance
Nora (Nakashian) Douglas's Tofias PC Experience 1989 - 2007
Job CPA
Industry Financial Services
Experience
Abacus Accounting 2014 - Present
CD Katz, LLC 2014 - Present
Summit Financial 2007 - 2013
Scientia Advisors 2007 - 2011
Tofias PC 1989 - 2007
Skills
Accounting, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Valuation, CPA, Financial Accounting, Auditing, Business Planning, Mergers & Acquisitions, GAAP, US GAAP, Financial Reporting, Internal Controls, Strategic Financial..., Venture Capital, Tax Preparation, Management Consulting, Start-ups, Corporate Tax, Tax, Financial Statements, Income Tax, Tax Accounting, Tax Research, Revenue Recognition, QuickBooks, General Ledger
Education
Bentley University 1985 — 1989
BS, Accountancy
Abacus Accounting 2014 - Present
CD Katz, LLC 2014 - Present
Summit Financial 2007 - 2013
Scientia Advisors 2007 - 2011
Tofias PC 1989 - 2007
Skills
Accounting, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Valuation, CPA, Financial Accounting, Auditing, Business Planning, Mergers & Acquisitions, GAAP, US GAAP, Financial Reporting, Internal Controls, Strategic Financial..., Venture Capital, Tax Preparation, Management Consulting, Start-ups, Corporate Tax, Tax, Financial Statements, Income Tax, Tax Accounting, Tax Research, Revenue Recognition, QuickBooks, General Ledger
Education
Bentley University 1985 — 1989
BS, Accountancy
Joseph Shulman's Tofias PC Experience 1979 - 1984
Job Managing Partner at Sharkansky LLP
Industry Accounting
Experience
Sharkansky LLP 1984 - Present
Sharkansky LLP 1984 - Present
Tofias PC 1979 - 1984
Skills
Financial Reporting, Accounting, Tax, Tax Returns, Estate Planning, Financial Statements, S Corporations, Budgets, Management, Auditing, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1983
Masters, Taxation
University of Massachusetts, Amherst 1972 — 1976
BS, Accounting
Sharkansky LLP 1984 - Present
Sharkansky LLP 1984 - Present
Tofias PC 1979 - 1984
Skills
Financial Reporting, Accounting, Tax, Tax Returns, Estate Planning, Financial Statements, S Corporations, Budgets, Management, Auditing, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1978 — 1983
Masters, Taxation
University of Massachusetts, Amherst 1972 — 1976
BS, Accounting
Stephen Minson's Tofias PC Experience June 1987 - November 2007
Job Partner, DiCicco, Gulman & Company, LLP
Industry Accounting
Experience
DiCicco, Gulman & Company, LLP December 2007 - Present
Tofias PC June 1987 - November 2007
Smith, Batchelder & Rugg September 1982 - December 1985
Skills
Internal Controls, SEC filings, Tax Research, GAAP, Income Tax, Tax, Estate Tax Planning, S Corporations, Tax Accounting, Accounting, Sarbanes-Oxley Act, Financial Reporting, External Audit, Real Estate, Due Diligence, Corporate Tax, Financial Audits, Strategic Financial..., US Tax, Private Equity, Tax Returns, Partnership Taxation, Tax Preparation, US GAAP, High Net Worth..., Financial Accounting, Revenue Recognition, General Ledger, Financial Statements, Financial Planners, Cash Flow, Fixed Assets, Audits of Employee..., Trusts, Internal Audit, Financial Analysis, International Tax, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1992
Master of Science, Taxation
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Business Administration, Accounting
DiCicco, Gulman & Company, LLP December 2007 - Present
Tofias PC June 1987 - November 2007
Smith, Batchelder & Rugg September 1982 - December 1985
Skills
Internal Controls, SEC filings, Tax Research, GAAP, Income Tax, Tax, Estate Tax Planning, S Corporations, Tax Accounting, Accounting, Sarbanes-Oxley Act, Financial Reporting, External Audit, Real Estate, Due Diligence, Corporate Tax, Financial Audits, Strategic Financial..., US Tax, Private Equity, Tax Returns, Partnership Taxation, Tax Preparation, US GAAP, High Net Worth..., Financial Accounting, Revenue Recognition, General Ledger, Financial Statements, Financial Planners, Cash Flow, Fixed Assets, Audits of Employee..., Trusts, Internal Audit, Financial Analysis, International Tax, Mergers & Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1992
Master of Science, Taxation
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Business Administration, Accounting
Andrew Dore, CPA, MBA, MSA's Tofias PC Experience January 2007 - April 2007
Job CFO at Westbay CAP
Industry Accounting
Experience
Westbay Community Action Program March 2015 - Present
Propspect CharterCARE Health Partners August 2014 - March 2015
CharterCARE Health Partners March 2013 - July 2014
LGC&D September 2010 - March 2013
NSBN LLP January 2010 - September 2010
NSBN LLP July 2008 - December 2009
NSBN LLP September 2007 - June 2008
Mercury Business Services May 2002 - August 2007
Tofias PC January 2007 - April 2007
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, Internal Controls, CPA, Tax, US GAAP, Financial Analysis, Financial Accounting, Tax Preparation, SEC filings, Account Reconciliation, GAAP, Corporate Tax
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Master of Business Administration (M.B.A.), Accounting and Business/Management
Northeastern University 1996 — 1999
Bachelor of Science (BS), Mathematics
University of Richmond 1994 — 1996
Westbay Community Action Program March 2015 - Present
Propspect CharterCARE Health Partners August 2014 - March 2015
CharterCARE Health Partners March 2013 - July 2014
LGC&D September 2010 - March 2013
NSBN LLP January 2010 - September 2010
NSBN LLP July 2008 - December 2009
NSBN LLP September 2007 - June 2008
Mercury Business Services May 2002 - August 2007
Tofias PC January 2007 - April 2007
Skills
Auditing, Financial Reporting, Accounting, Financial Statements, Internal Controls, CPA, Tax, US GAAP, Financial Analysis, Financial Accounting, Tax Preparation, SEC filings, Account Reconciliation, GAAP, Corporate Tax
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Master of Business Administration (M.B.A.), Accounting and Business/Management
Northeastern University 1996 — 1999
Bachelor of Science (BS), Mathematics
University of Richmond 1994 — 1996
David Vuong, CPA's Tofias PC Experience August 2005 - December 2007
Job Senior Accounting Manager at Findly
Industry Accounting
Experience
Findly December 2014 - Present
National Grid May 2014 - November 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division July 2013 - May 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division July 2012 - July 2013
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division January 2012 - July 2012
KPMG January 2011 - September 2011
UHY Advisors December 2007 - September 2010
Tofias PC August 2005 - December 2007
Education
Boston College - Carroll School of Management 2001 — 2005
BS, Business Management, Accounting
Findly December 2014 - Present
National Grid May 2014 - November 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division July 2013 - May 2014
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division July 2012 - July 2013
CBIZ Tofias & Mayer Hoffman McCann P.C. – Tofias New England Division January 2012 - July 2012
KPMG January 2011 - September 2011
UHY Advisors December 2007 - September 2010
Tofias PC August 2005 - December 2007
Education
Boston College - Carroll School of Management 2001 — 2005
BS, Business Management, Accounting
Anthony Aniello's Tofias PC Experience 2000 - 2003
Job Tax Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers 2003 - Present
Tofias PC 2000 - 2003
Skills
Tax, Partnership Taxation, Alternative Investments, Hedge Funds, Private Equity, International Tax, Tax Accounting, Financial Reporting
Education
Boston College
BS, Accounting
PricewaterhouseCoopers 2003 - Present
Tofias PC 2000 - 2003
Skills
Tax, Partnership Taxation, Alternative Investments, Hedge Funds, Private Equity, International Tax, Tax Accounting, Financial Reporting
Education
Boston College
BS, Accounting
Kenneth Krozy's Tofias PC Experience May 1983 - June 2005
Job President at Krozy & Company, Inc.
Industry Real Estate
Experience
Krozy & Company, Inc. July 2005 - Present
Tofias PC May 1983 - June 2005
Skills
Certified Public..., Accounting, Tax, Forensic Accounting, Internal Controls, Small Business, CPA, Auditing, Real Estate Development, Partnership Taxation, Due Diligence, Asset Management, Financial Reporting, Financial Analysis, Tax Preparation, Certified Fraud Examiner, S Corporations, Tax Research, Mergers, GAAP, Mergers & Acquisitions, Financial Modeling
Education
University of Massachusetts, Amherst 1976 — 1980
BS, Accounting
Wentworth Institute of Technology 1974 — 1976
Associates, Building Construction Technology
Krozy & Company, Inc. July 2005 - Present
Tofias PC May 1983 - June 2005
Skills
Certified Public..., Accounting, Tax, Forensic Accounting, Internal Controls, Small Business, CPA, Auditing, Real Estate Development, Partnership Taxation, Due Diligence, Asset Management, Financial Reporting, Financial Analysis, Tax Preparation, Certified Fraud Examiner, S Corporations, Tax Research, Mergers, GAAP, Mergers & Acquisitions, Financial Modeling
Education
University of Massachusetts, Amherst 1976 — 1980
BS, Accounting
Wentworth Institute of Technology 1974 — 1976
Associates, Building Construction Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY