Kevin works with clients in the non-profit sector at all phases of maturity, from newly formed to organizations with up to $50 Million in support and revenue. Kevin assists his clients in implementing best practice policies, and provides recommendations for improving internal controls. He has strong knowledge of the revised Federal Form 990 and ensures that clients fully understand how to leverage this form as a tool to attract potential donors.
Kevin also works with closely held corporations to provide assurance services (audits, attests) and he is deeply involved in the corporate tax matters. He acts as a trusted advisor to the owners and key decision makers in ensuring that all reporting and filing requirements are met in a timely and efficient manner.
His clients includes a specialty in the beverage industry, including wholesalers and manufacturers, as well as a variety of non-profit organizations that benefit from his experience and knowledge in dealing with day-to-day and complex issues.
Kevin received a Bachelor of Sciences Degree in Business Administration with a dual major in accounting and finance from Nichols College. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants.