Business Details
35 Years
experience
Certified Accounting & Tax Services in Barre, VT
Founded in 1991, we are a certified public accounting firm dedicated to delivering personalized tax, accounting, finance, and consulting services tailored to our clients' unique needs. Our team of experienced CPAs specializes in outsourced accounting, governmental audits, risk management, and compliance, serving clients across the United States. With expertise in federal financial management, Uniform Guidance Audits, and DBE certification, we prioritize quality, responsiveness, and client satisfaction. Our services include vendor management, payroll processing, monthly financial statements, and tailored solutions for non-profits, local governments, and businesses in industries like solar, construction, and manufacturing.We adhere to GAAP, GAAS, and government auditing standards while maintaining memberships in AICPA and Vermont Society of CPAs. Our commitment to excellence is demonstrated through 30+ years of experience, client testimonials highlighting efficiency and expertise, and a focus on building long-term trust through transparent, reliable support.
Services
Accounting Services
Tax Planning
Government Audits
Consulting
CFO Services
Outsourced Accounting
Forensic Auditing
Grant Management
Details
- Year established: 1991
Highlights and features
- We implement patented risk management programs for federal financial compliance.
- Our team includes CPAs certified in three states with 30+ years of industry experience.
- We specialize in Uniform Guidance Audits and DBE certification requirements.
- We serve clients nationwide from two New England locations with local expertise.
- Our staff provides 24/7 availability for urgent client accounting needs.
Associations and certifications
- American Institute of Certified Public Accountants
What people say
Sense of security
Professional staff
Responsive support
Cost savings
Increased efficiency
Services
Government Audits
Specialized audits for organizations receiving federal and state funds. We ensure adherence to CFR Part 26 and Uniform Guidance requirements. Our team conducts financial reviews for municipalities, non-profits, and contractors.
Outsourced Accounting
Complete accounting department outsourcing. Services include vendor payments, payroll processing, bank reconciliations, and financial statement preparation. Tailored solutions for businesses needing ongoing CPA-level support.
Tax Planning
Strategic tax planning and preparation for individuals and corporations. We stay current with evolving tax codes to maximize client benefits while ensuring compliance with federal and state regulations.
Risk Management
Custom risk management programs for government contractors and regulated businesses. Our experts help mitigate financial risks through internal controls and compliance frameworks.
CFO Services
Fractional CFO services for strategic financial guidance. Includes budget preparation, cash flow management, and financial reporting to support business decision-making.
People
Bonnie Batchelder
Founder/CPA
Certified Public Accountant in VT, NH, and MA since 1988. Founded firm in 1991 with expertise in federal contract compliance, audits, and DBE certification. Serves diverse industries including non-profits and construction.
Wayne Zura
Staff Accountant
Experienced accountant with private sector background in trucking, manufacturing, and construction industries. Masters in Professional Accounting. Provides technical expertise for diverse client needs.
Jessica Gallo
Staff Accountant
Bachelor's in Business Marketing with three years of client-focused accounting experience. Handles administrative and client service aspects while supporting business operations.
Helen De Los Santos
Staff Accountant
Former business manager with accounting degree. Specializes in client financial systems and day-to-day operations support. Brings practical experience from multiple industries.
James Salinas
Staff Accountant
Research background in data management applies to accounting processes. Focuses on improving financial systems efficiency while offering personalized client support.
Questions
What accounting services do you offer?
We provide outsourced accounting, tax planning, government audits, risk management, and CFO services. Our solutions include payroll processing, financial reporting, and compliance support.
Are you certified CPA professionals?
Yes, our team includes CPAs licensed in Vermont, New Hampshire, and Massachusetts. We maintain certifications through annual continuing education and professional standards.
Do you work with non-profit organizations?
Yes, we specialize in non-profit accounting, including Form 990 preparation, grant management, and Uniform Guidance Audits for organizations receiving federal funding.
What industries do you serve?
We serve non-profits, local governments, construction firms, manufacturers, solar energy companies, and businesses needing federal compliance support across the United States.
