In addition to his accounting and auditing expertise, he is a valued business advisor to non-profit agencies and commercial corporations on all financial and accounting matters. He has performed numerous consulting engagements assisting clients to run more efficient financial operations, increase profitability and provide solutions for complex business situations.

Bruce is a member of the American Institute of Certified Public Accountants (AICPA), and a reviewer for the Peer Review Program of the AICPA for 15 years. He is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) Review Acceptance Board (RAB).

He received a B.S. in Accounting and Finance in 1979 from Babson College and a Masters in Taxation from Bentley College in 1987. Prior to founding his own firm, Bruce worked as a served as Senior Manager with Peat Marwick in Boston, MA.

Bruce grew up in the town of Sudbury, and currently lives in Framingham with his wife, Janet, and their three children. Bruce played high school and college baseball and remains a committed Red Sox follower.

Kimberly has a valuable combination of strengths in consulting, taxation and auditing nonprofit agencies that receive government funding. She provides these services to our clients and is very familiar with federal, state, and other regulatory compliance and reporting requirements. She is also extremely experienced in preparing the Federal Form 990 and Massachusetts Form PC.

Kimberly has been with the firm since 1999. In that time she has worked diligently and was promoted on several occasions.

She received her B.S. in Accountancy, Magna Cum Laude, from Bentley College.