Trusted Professional Financial Practitioners

I constantly seek new ways to help my clients achieve a competitive edge, and thus maximize their potential. It takes a lot more that just preparing financial statements and tax returns to help clients build wealth and plan for their future. By working closely with attorneys, bankers and other professionals, I manage critical business situations to help clients solve complex problems, minimize risk and take advantage of opportunities in their market place.

As an outside advisor, I bring a fresh prospective and unbiased opinion to help my clients address a variety of critical business planning issues, including:

  • Budget design and evaluation
  • Capital equipment acquisitions, exchanges and disposals
  • Compensation and benefits planning
  • Constructing financial models and cash flow projections
  • Debt and equity financing alternatives
  • Developing effective business plans
  • Expense analysis and reduction
  • Expert witness testimony regarding accounting and/or tax issues
  • Merger, acquisition and divestment opportunities
  • Strategic planning to define direction and allocate resources
  • Succession planning

More Topics

Health Insurance

Commercial Businesses

Professional Associations


"Joe provides clear and thorough responses to questions, and ensures that all reports are submitted on time."

David Pollack - Lexington, MA

"He provides his clients with a thorough review of their situation whether it is for a personal or a business account in a professional manner."

NS, Sunapee, NH

"Joe has been our CPA for several years. He has an incredible eye for detail and never misses any information when putting our tax returns together."

Stu & Betty Schlackman, Richardson, TX

Have a Question? Contact Us Today!

Sunapee: 603.763.0350

24 Pine Grove Rd., Sunapee, NH 03782

Lexington: 781.274.6600

405 Waltham St., Suite 382, Lexington, MA 02421