Bookkeeping. Money Management. Consulting.
Process and Control Enhancement
As small businesses grow, attention tends to be focused on sales, client relationship management and staffing. I help reduce the time and effort required to train new staff and ensure that your business doesn’t miss a beat should there be any turnover. I work with your team to document processes and controls to help to identify any areas that may be susceptible to error or theft.
Analysis
I take the time to listen to my clients to gain a full understanding of their current situation and the challenges experienced. Then I dig in to complete a full diagnostic review of their accounting to determine where opportunities exist to eliminate wasteful and/or redundant activities and to implement value-add activities. I assist with the implementation of better tools and technology to streamline the accounting function and troubleshoot any compatibility issues.
Strategic Partnering
Whether managing a small business or your family’s finances, there are many services that must be considered – banking, insurance, healthcare, real estate transactions, remodeling, college savings, and retirement, to name a few.
Life’s big decisions are accomplished by taking small steps and getting the right help at the right time.
Accounting Services
Bookkeeping
We manage all aspects of the financial side of your customer interactions from invoicing and revenue recording to tracking and recording payments received.
Money Management
We work with you ensure that all of your bills are paid on time. We reconcile your accounts and monitor for any unexpected activity.
Consulting
We take the time to listen to my clients to gain a full understanding of their current situation and the challenges experienced. Then solve them with our expertise.
BRIAN KILEY, CPA, CIA, CRMA
I earned my bachelor’s degree from Bryant University in Smithfield, RI and my MBA from Nichols College in Dudley, MA. I am a CPA, a CIA (Certified Internal Auditor) and have earned my Certification in Risk Management Assurance (CRMA).
Prior to starting my own practice, I worked in public accounting for five years performing tax, audit and forensic services with a focus on small to mid-sized companies. I then spent the next decade working for large, multinational corporations in both internal audit and finance roles.
My wife and I are raising our three children just north of Boston. In my free time, I enjoy volunteering at my children’s school and working with a local non-profit organization. I also enjoy golfing, reading, and camping in Maine.