Olivia Fortier, CPA, MSA
Manager
Industries: Healthcare, Nonprofit
Services: Assurance, Employee Benefit Plans, Environmental Social Governance
Courtney Francis, CPA
Senior Manager
Industries: Nonprofit, Professional Services, Real Estate & Construction
Services: Family-Owned Business, Individual Tax, Tax-Exempt Organizations
Meredith Fuller, CPA, MSA
Senior Manager
Industries: Life Sciences, Manufacturing & Commercial Businesses
Services: Assurance Advisory, Business and Technology Advisory, SOX & Internal Controls, Technical Accounting Advisory
Daniel Gayer, JD, CPA
Principal
Industries: Professional Services
Services: C Corporations, State & Local Tax, Tax
Charlotte Greenwood, CPA
Manager
Industries: Banking & Financial Services
Services: Audits & Financial Reporting, Employee Benefit Plans, Environmental Social Governance, SEC Reporting
James Guarino, CPA, PFS, CFP®, MST
Managing Director
Services: Business Tax, C-Level Executive Consulting, Individual Tax, Personal Financial Planning, Tax
Lauren Hale
Manager
Industries: Healthcare, Nonprofit, Professional Services, Technology
Services: Business & IT strategy, Business and Technology Advisory, C-Level Executive Consulting, IT General Controls Reviews & Assessments, Project Management, System Selection & Implementation
Spencer Hathaway, CPA
Senior Manager
Industries: Banking & Financial Services, Manufacturing & Commercial Businesses, Nonprofit
Services: Assurance, Audits & Financial Reporting, Current Expected Credit Loss Standard, Employee Benefit Plans
Nancy Hawes, CPA
Managing Director
Services: C Corporations, State & Local Tax
